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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BHA
1126
Beech Hill Advisors
New York
$1.02M -$254K -1,050 -19%
CFA
1127
Cahill Financial Advisors
Minnesota
$1.02M -$262K -1,085 -20%
CIA
1128
Choate Investment Advisors
Massachusetts
$1.01M – – –
HFA
1129
High Falls Advisors
New York
$1.01M +$967 +4 +0.1%
OIA
1130
Optimum Investment Advisors
Illinois
$1.01M – – –
PGAM
1131
Princeton Global Asset Management
New Jersey
$1.01M -$41.1K -170 -4%
VT
1132
Vise Technologies
New York
$1.01M +$224K +927 +27%
TNBTD
1133
Trustmark National Bank Trust Department
Mississippi
$1.01M +$49.6K +205 +5%
ST
1134
Smithfield Trust
Pennsylvania
$1.01M +$587K +2,428 +122%
PWM
1135
Perigon Wealth Management
California
$1.01M +$53.7K +222 +5%
SC
1136
SouthState Corp
Florida
$1M -$194K -801 -15%
FLPIM
1137
F.L. Putnam Investment Management
Massachusetts
$994K +$20.3K +84 +2%
NFA
1138
Northern Financial Advisors
Michigan
$993K -$158K -655 -13%
WWC
1139
Waypoint Wealth Counsel
Georgia
$992K +$7.49K +31 +0.7%
FFM
1140
Forum Financial Management
Illinois
$992K -$24.9K -103 -2%
VC
1141
Veracity Capital
Georgia
$991K +$1.05M +4,332 New
EIP
1142
Epoch Investment Partners
New York
$991K -$11.6K -48 -1%
NQWM
1143
Northwest Quadrant Wealth Management
Oregon
$990K +$4.11K +17 +0.4%
PAA
1144
Peregrine Asset Advisers
Oregon
$990K – – –
NW
1145
Naviter Wealth
Arkansas
$989K +$1.04M +4,322 New
FPCG
1146
Fort Pitt Capital Group
Pennsylvania
$987K -$115K -475 -10%
RBFC
1147
Roman Butler Fullerton & Co
Missouri
$986K -$1.08M -4,474 -50%
RCI
1148
RS Crum Inc
California
$985K – – –
SIA
1149
Sit Investment Associates
Minnesota
$984K – – –
JAG
1150
Journey Advisory Group
Kentucky
$981K +$77.6K +321 +8%
44 45
46
47 48