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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
1101
Patriot Investment Management Group
Tennessee
$709K -$89.7K -491 -10%
RCI
1102
RS Crum Inc
California
$706K
SIA
1103
Sit Investment Associates
Minnesota
$706K
BAM
1104
Belpointe Asset Management
Nevada
$705K -$7.67K -42 -1%
NQWM
1105
Northwest Quadrant Wealth Management
Oregon
$704K +$4.02K +22 +0.5%
SFG
1106
Summit Financial Group
West Virginia
$701K -$72.3K -396 -8%
SC
1107
Solstein Capital
California
$700K
CRC
1108
Curi RMB Capital
Illinois
$699K +$19K +104 +3%
CWP
1109
Capital Wealth Planning
Florida
$697K -$515K -2,820 -40%
MS
1110
Maven Securities
Jersey
$697K -$175K -958 -18%
BA
1111
Birinyi Associates
Connecticut
$697K
FLPIM
1112
F.L. Putnam Investment Management
Massachusetts
$696K -$267K -1,459 -26%
HI
1113
Harbour Investments
Wisconsin
$694K
WOC
1114
West Oak Capital
California
$692K
CWS
1115
Confluence Wealth Services
Pennsylvania
$691K -$568K -3,112 -42%
BHIA
1116
Birch Hill Investment Advisors
Massachusetts
$691K
Federated Hermes
1117
Federated Hermes
Pennsylvania
$691K +$106K +579 +16%
QCIG
1118
Quad-Cities Investment Group
Iowa
$690K -$177K -971 -19%
RBFC
1119
Roman Butler Fullerton & Co
Missouri
$690K +$1.1K +6 +0.2%
PFT
1120
Providence First Trust
Arizona
$687K
SAA
1121
Southeast Asset Advisors
Georgia
$686K -$2.74K -15 -0.4%
PWM
1122
Penobscot Wealth Management
Maine
$686K +$45.1K +247 +6%
JAG
1123
Journey Advisory Group
Kentucky
$684K -$7.31K -40 -1%
AA
1124
Advisory Alpha
Michigan
$684K +$139K +762 +22%
BTWM
1125
Baker Tilly Wealth Management
Wisconsin
$681K -$287K -1,571 -27%