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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1101
RFG Advisory
Alabama
$1.02M -$33.3K -159 -3%
PFT
1102
Providence First Trust
Arizona
$1.02M – – –
FMAEN1
1103
Fund Management at Engine No 1
California
$1.02M +$960K +4,579 New
CSPIA
1104
Cary Street Partners Investment Advisory
Virginia
$1.02M +$961K +4,580 New
QCIG
1105
Quad-Cities Investment Group
Iowa
$1.02M +$224K +1,068 +31%
RMDI
1106
R.M. Davis Inc
Maine
$1.02M +$252K +1,200 +36%
OIA
1107
Optimum Investment Advisors
Illinois
$1.01M -$3.15K -15 -0.3%
AAMC
1108
Asset Allocation & Management Company
Illinois
$1.01M – – –
WC
1109
Westhampton Capital
North Carolina
$1.01M +$41.9K +200 +5%
TAIM
1110
TD Ameritrade Investment Management
Nebraska
$1.01M +$45.1K +215 +5%
AIS
1111
AM Investment Strategies
Tennessee
$1M +$16.6K +79 +2%
VCM
1112
Vigilant Capital Management
Maine
$997K -$53.1K -253 -5%
CIA
1113
Choate Investment Advisors
Massachusetts
$996K -$238K -1,135 -20%
SAMT
1114
Select Asset Management & Trust
Pennsylvania
$996K +$461K +2,200 +97%
F
1115
F3Logic
Minnesota
$995K -$1.86M -8,858 -67%
WFS
1116
Widmann Financial Services
Maryland
$991K +$44.3K +211 +5%
CFS
1117
CRA Financial Services
New Jersey
$988K +$199K +950 +27%
WOC
1118
West Oak Capital
California
$987K -$18.9K -90 -2%
LA
1119
LexAurum Advisors
Kansas
$985K +$307K +1,466 +50%
RWP
1120
RWA Wealth Partners
Massachusetts
$976K +$31.9K +152 +4%
JWA
1121
JFS Wealth Advisors
Pennsylvania
$975K +$25.4K +121 +3%
FF
1122
FourThought Financial
Florida
$969K -$83.3K -397 -8%
BHBT
1123
Burke & Herbert Bank & Trust
Virginia
$969K – – –
WDC
1124
Woodward Diversified Capital
California
$966K +$28.7K +137 +3%
RCI
1125
RS Crum Inc
California
$959K – – –
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