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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1101
Insight Advisors
Pennsylvania
$1.02M +$407K +1,941 +73%
RA
1102
RFG Advisory
Alabama
$1.02M -$33.3K -159 -3%
PFT
1103
Providence First Trust
Arizona
$1.02M – – –
FMAEN1
1104
Fund Management at Engine No 1
California
$1.02M +$960K +4,579 New
CSPIA
1105
Cary Street Partners Investment Advisory
Virginia
$1.02M +$961K +4,580 New
QCIG
1106
Quad-Cities Investment Group
Iowa
$1.02M +$224K +1,068 +31%
RMDI
1107
R.M. Davis Inc
Maine
$1.02M +$252K +1,200 +36%
OIA
1108
Optimum Investment Advisors
Illinois
$1.01M -$3.15K -15 -0.3%
AAMC
1109
Asset Allocation & Management Company
Illinois
$1.01M – – –
WC
1110
Westhampton Capital
North Carolina
$1.01M +$41.9K +200 +5%
TAIM
1111
TD Ameritrade Investment Management
Nebraska
$1.01M +$45.1K +215 +5%
AIS
1112
AM Investment Strategies
Tennessee
$1M +$16.6K +79 +2%
VCM
1113
Vigilant Capital Management
Maine
$997K -$53.1K -253 -5%
CIA
1114
Choate Investment Advisors
Massachusetts
$996K -$238K -1,135 -20%
SAMT
1115
Select Asset Management & Trust
Pennsylvania
$996K +$461K +2,200 +97%
F
1116
F3Logic
Minnesota
$995K -$1.86M -8,858 -67%
WFS
1117
Widmann Financial Services
Maryland
$991K +$44.3K +211 +5%
CFS
1118
CRA Financial Services
New Jersey
$988K +$199K +950 +27%
WOC
1119
West Oak Capital
California
$987K -$18.9K -90 -2%
LA
1120
LexAurum Advisors
Kansas
$985K +$307K +1,466 +50%
RWP
1121
RWA Wealth Partners
Massachusetts
$976K +$31.9K +152 +4%
JWA
1122
JFS Wealth Advisors
Pennsylvania
$975K +$25.4K +121 +3%
FF
1123
FourThought Financial
Florida
$969K -$83.3K -397 -8%
BHBT
1124
Burke & Herbert Bank & Trust
Virginia
$969K – – –
WDC
1125
Woodward Diversified Capital
California
$966K +$28.7K +137 +3%
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45
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