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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BG
1101
Bahl & Gaynor
Ohio
$711K -$532K -2,910 -40%
PIMG
1102
Patriot Investment Management Group
Tennessee
$709K -$89.7K -491 -10%
RCI
1103
RS Crum Inc
California
$706K – – –
SIA
1104
Sit Investment Associates
Minnesota
$706K – – –
BAM
1105
Belpointe Asset Management
Nevada
$705K -$7.67K -42 -1%
NQWM
1106
Northwest Quadrant Wealth Management
Oregon
$704K +$4.02K +22 +0.5%
SFG
1107
Summit Financial Group
West Virginia
$701K -$72.3K -396 -8%
SC
1108
Solstein Capital
California
$700K – – –
CRC
1109
Curi RMB Capital
Illinois
$699K +$19K +104 +3%
CWP
1110
Capital Wealth Planning
Florida
$697K -$515K -2,820 -40%
MS
1111
Maven Securities
Jersey
$697K -$175K -958 -18%
BA
1112
Birinyi Associates
Connecticut
$697K – – –
FLPIM
1113
F.L. Putnam Investment Management
Massachusetts
$696K -$267K -1,459 -26%
HI
1114
Harbour Investments
Wisconsin
$694K – – –
WOC
1115
West Oak Capital
California
$692K – – –
CWS
1116
Confluence Wealth Services
Pennsylvania
$691K -$568K -3,112 -42%
BHIA
1117
Birch Hill Investment Advisors
Massachusetts
$691K – – –
Federated Hermes
1118
Federated Hermes
Pennsylvania
$691K +$106K +579 +16%
QCIG
1119
Quad-Cities Investment Group
Iowa
$690K -$177K -971 -19%
RBFC
1120
Roman Butler Fullerton & Co
Missouri
$690K +$1.1K +6 +0.2%
PFT
1121
Providence First Trust
Arizona
$687K – – –
SAA
1122
Southeast Asset Advisors
Georgia
$686K -$2.74K -15 -0.4%
PWM
1123
Penobscot Wealth Management
Maine
$686K +$45.1K +247 +6%
JAG
1124
Journey Advisory Group
Kentucky
$684K -$7.31K -40 -1%
AA
1125
Advisory Alpha
Michigan
$684K +$139K +762 +22%