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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1126
Cahill Financial Advisors
Minnesota
$1.02M -$262K -1,085 -20%
CIA
1127
Choate Investment Advisors
Massachusetts
$1.01M – – –
HFA
1128
High Falls Advisors
New York
$1.01M +$967 +4 +0.1%
OIA
1129
Optimum Investment Advisors
Illinois
$1.01M – – –
PGAM
1130
Princeton Global Asset Management
New Jersey
$1.01M -$41.1K -170 -4%
VT
1131
Vise Technologies
New York
$1.01M +$224K +927 +27%
TNBTD
1132
Trustmark National Bank Trust Department
Mississippi
$1.01M +$49.6K +205 +5%
ST
1133
Smithfield Trust
Pennsylvania
$1.01M +$587K +2,428 +122%
PWM
1134
Perigon Wealth Management
California
$1.01M +$53.7K +222 +5%
SC
1135
SouthState Corp
Florida
$1M -$194K -801 -15%
FLPIM
1136
F.L. Putnam Investment Management
Massachusetts
$994K +$20.3K +84 +2%
NFA
1137
Northern Financial Advisors
Michigan
$993K -$158K -655 -13%
WWC
1138
Waypoint Wealth Counsel
Georgia
$992K +$7.49K +31 +0.7%
FFM
1139
Forum Financial Management
Illinois
$992K -$24.9K -103 -2%
VC
1140
Veracity Capital
Georgia
$991K +$1.05M +4,332 New
EIP
1141
Epoch Investment Partners
New York
$991K -$11.6K -48 -1%
NQWM
1142
Northwest Quadrant Wealth Management
Oregon
$990K +$4.11K +17 +0.4%
PAA
1143
Peregrine Asset Advisers
Oregon
$990K – – –
NW
1144
Naviter Wealth
Arkansas
$989K +$1.04M +4,322 New
FPCG
1145
Fort Pitt Capital Group
Pennsylvania
$987K -$115K -475 -10%
RBFC
1146
Roman Butler Fullerton & Co
Missouri
$986K -$1.08M -4,474 -50%
RCI
1147
RS Crum Inc
California
$985K – – –
SIA
1148
Sit Investment Associates
Minnesota
$984K – – –
JAG
1149
Journey Advisory Group
Kentucky
$981K +$77.6K +321 +8%
1WM
1150
1900 Wealth Management
Texas
$977K +$151K +625 +18%
44 45
46
47 48