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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
1176
Northern Financial Advisors
Michigan
$3.66M +$1.73M +2,491 +93%
CLOS
1177
Compagnie Lombard Odier SCmA
Switzerland
$3.65M -$3.22M -4,651 -47%
FCBT
1178
First Citizens Bank & Trust
North Carolina
$3.65M +$106K +153 +3%
CWAF
1179
Core Wealth Advisors (Florida)
Florida
$3.65M -$26.3K -38 -0.7%
IGGA
1180
Iron Gate Global Advisors
Utah
$3.64M +$465K +671 +15%
EWA
1181
Exencial Wealth Advisors
Oklahoma
$3.64M +$100K +145 +3%
EIA
1182
Eldridge Investment Advisors
New Hampshire
$3.64M -$9K -13 -0.3%
FHWM
1183
Fox Hill Wealth Management
Massachusetts
$3.63M +$761K +1,099 +27%
ATWA
1184
Arbor Trust Wealth Advisors
Michigan
$3.63M -$269K -389 -7%
CG
1185
Cynosure Group
Utah
$3.63M -$352M -508,292 -99%
LRPA
1186
L. Roy Papp & Associates
Arizona
$3.63M -$693 -1 -0%
PE
1187
PCM Encore
Colorado
$3.62M +$122K +176 +4%
MFA
1188
Mayflower Financial Advisors
Massachusetts
$3.62M -$166K -240 -4%
HWA
1189
HHM Wealth Advisors
Tennessee
$3.61M -$455K -657 -11%
AS
1190
Altshuler Shaham
Israel
$3.61M +$1.33M +1,924 +61%
BIA
1191
Beacon Investment Advisors
Maryland
$3.6M -$36.7K -53 -1%
XWM
1192
Xcel Wealth Management
Florida
$3.6M -$1.04M -1,500 -23%
IUHSA
1193
Itau Unibanco Holding S.A.
Brazil
$3.59M +$3.51M +5,062 New
HWA
1194
HCR Wealth Advisors
California
$3.59M +$10.4K +15 +0.3%
JCFM
1195
JBR Co Financial Management
Oklahoma
$3.58M – – –
AWAG
1196
ARS Wealth Advisors Group
Florida
$3.57M +$3.46K +5 +0.1%
IP
1197
Isthmus Partners
Wisconsin
$3.57M -$74.1K -107 -2%
CFP
1198
Catalyst Financial Partners
Massachusetts
$3.57M +$100K +145 +3%
EIG
1199
Ellenbecker Investment Group
Wisconsin
$3.56M -$320K -462 -8%
WA
1200
WBH Advisory
Maryland
$3.56M -$51.9K -75 -2%
46 47
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