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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1226
Waldron Private Wealth
Pennsylvania
$696K +$16.4K +71 +2%
AP
1227
Atwood & Palmer
Missouri
$695K +$62.1K +269 +9%
HC
1228
HNP Capital
New York
$694K – – –
VRM
1229
Vectors Research Management
New York
$694K – – –
TC
1230
TownSquare Capital
Utah
$692K +$8.54K +37 +1%
FB
1231
Fulton Bank
Pennsylvania
$691K -$3.23K -14 -0.4%
RF
1232
Rollins Financial
Georgia
$691K +$194K +842 +36%
RMCM
1233
Reynders McVeigh Capital Management
Massachusetts
$690K +$231 +1 +0%
QPWM
1234
Quadrant Private Wealth Management
Pennsylvania
$686K -$94.7K -410 -12%
CC
1235
Centiva Capital
New York
$686K +$728K +3,153 New
SCA
1236
Stonebridge Capital Advisors
Minnesota
$685K +$52.2K +226 +8%
WCWM
1237
Willow Creek Wealth Management
California
$684K +$726K +3,142 New
FCB
1238
First Command Bank
Texas
$683K +$28.9K +125 +4%
FCFS
1239
First Command Financial Services
Texas
$683K +$28.9K +125 +4%
KFS
1240
Kurt F. Somerville
$679K -$5.77K -25 -0.8%
LA
1241
LexAurum Advisors
Kansas
$678K +$34.4K +149 +5%
AF
1242
Affiance Financial
Minnesota
$677K – – –
NPPM
1243
North Point Portfolio Managers
Ohio
$677K – – –
CB
1244
CNB Bank
Pennsylvania
$677K +$1.85K +8 +0.3%
FFA
1245
Founders Financial Alliance
North Carolina
$676K -$41.6K -180 -5%
MCP
1246
Mirador Capital Partners
California
$674K +$497K +2,151 +227%
DMBA
1247
Deseret Mutual Benefit Administrators
Utah
$674K +$715K +3,096 New
SC
1248
SouthState Corp
Florida
$672K -$116K -503 -14%
BA
1249
Bellwether Advisors
Nebraska
$672K +$688K +2,978 +2,707%
TCWM
1250
Total Clarity Wealth Management
Illinois
$671K +$87.3K +378 +14%
48 49
50
51 52