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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1151
Beacon Investment Advisors
Maryland
$1.61M +$18K +52 +1%
CWP
1152
Cyndeo Wealth Partners
Florida
$1.61M +$363K +1,047 +28%
FCA
1153
FinTrust Capital Advisors
South Carolina
$1.61M -$82.5K -238 -5%
WANY
1154
Wealthspire Advisors (New York)
New York
$1.6M -$25K -72 -1%
OIA
1155
Optimum Investment Advisors
Illinois
$1.6M -$3.47K -10 -0.2%
TFA
1156
Transamerica Financial Advisors
Florida
$1.6M – – –
MNBTD
1157
Moody National Bank Trust Division
Texas
$1.6M +$13.9K +40 +0.8%
SIA
1158
Schechter Investment Advisors
Michigan
$1.59M -$25.3K -73 -2%
FFS
1159
Founders Financial Securities
Maryland
$1.59M +$385K +1,109 +30%
AFCM
1160
Applied Finance Capital Management
Puerto Rico
$1.59M +$1.66M +4,777 New
DI
1161
Diligent Investors
California
$1.59M +$30.9K +89 +2%
WPW
1162
Waldron Private Wealth
Pennsylvania
$1.59M +$17K +49 +1%
CIC
1163
Crawford Investment Counsel
Georgia
$1.59M +$173K +500 +12%
DCM
1164
Donaldson Capital Management
Indiana
$1.58M -$1.94M -5,591 -54%
OWP
1165
Obermeyer Wealth Partners
Colorado
$1.58M +$1.42M +4,085 +617%
XF
1166
XML Financial
Maryland
$1.58M +$1.73K +5 +0.1%
CCMG
1167
Clark Capital Management Group
Pennsylvania
$1.57M -$97.4K -281 -6%
JAG
1168
Journey Advisory Group
Kentucky
$1.57M -$34.7K -100 -2%
MI
1169
Motiv8 Investments
Florida
$1.57M -$112K -322 -6%
TLA
1170
Tanglewood Legacy Advisors
Texas
$1.56M -$34.7K -100 -2%
FTC
1171
Farmers Trust Company
Ohio
$1.55M -$6.59K -19 -0.4%
BFO
1172
Boston Family Office
Massachusetts
$1.55M -$79.4K -229 -5%
HWM
1173
Hohimer Wealth Management
Washington
$1.54M +$999K +2,880 +164%
PWG
1174
Portside Wealth Group
Utah
$1.54M -$21.2K -61 -1%
FAM
1175
Flaharty Asset Management
Florida
$1.54M – – –
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