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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
1176
Moody National Bank Trust Division
Texas
$1.78M -$115K -297 -6%
PWAM
1177
Pinnacle West Asset Management
Wyoming
$1.78M -$1.94K -5 -0.1%
SFO
1178
Stenger Family Office
Illinois
$1.77M +$1.89M +4,876 New
ITFISA
1179
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.77M -$42.7K -110 -2%
DAM
1180
Diamant Asset Management
Connecticut
$1.76M – – –
HG
1181
Harbor Group
New Hampshire
$1.76M -$38.8K -100 -2%
SAM
1182
Smartleaf Asset Management
Massachusetts
$1.76M +$383K +988 +26%
CPC
1183
CFC Planning Company
Indiana
$1.76M +$1.88M +4,841 New
MSFS
1184
Main Street Financial Solutions
Pennsylvania
$1.75M -$1.35M -3,488 -42%
OCBCO
1185
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.75M +$1.24M +3,192 +198%
BTD
1186
BankPlus Trust Department
Mississippi
$1.75M +$1.87M +4,813 New
WCAMG
1187
Woodard & Company Asset Management Group
North Carolina
$1.75M +$72.1K +186 +4%
CRC
1188
Curi RMB Capital
Illinois
$1.74M -$191K -493 -9%
NL
1189
NWAM LLC
Washington
$1.74M +$776 +2 +0%
DI
1190
Diligent Investors
California
$1.74M -$38.4K -99 -2%
SIA
1191
Schechter Investment Advisors
Michigan
$1.74M -$51.2K -132 -3%
CGL
1192
Clarius Group LLC
Washington
$1.73M +$111K +287 +6%
GWSG
1193
GPS Wealth Strategies Group
Colorado
$1.72M -$195K -504 -10%
WI
1194
WrapManager Inc
California
$1.71M +$82.2K +212 +5%
MC
1195
Mirabaud & Cie
Switzerland
$1.71M +$59.3K +153 +3%
DLA
1196
Douglas Lane & Associates
New York
$1.7M -$52.4K -135 -3%
O
1197
Ossiam
France
$1.7M +$1.67M +4,308 +1,134%
TLA
1198
Tanglewood Legacy Advisors
Texas
$1.7M – – –
CFP
1199
Catalyst Financial Partners
Massachusetts
$1.69M +$15.9K +41 +0.9%
IJWM
1200
Inman Jager Wealth Management
Mississippi
$1.69M +$1.81M +4,660 New
46 47
48
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