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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
UM
1226
UniSuper Management
Australia
$1.04M – – –
EFI
1227
EHP Funds Inc
Canada
$1.04M +$429K +1,580 +71%
WMC
1228
Westwood Management Corporation
Illinois
$1.04M – – –
FCFC
1229
First Citizens Financial Corp
Iowa
$1.04M – – –
9WM
1230
9258 Wealth Management
Ohio
$1.03M +$4.61K +17 +0.5%
SC
1231
SouthState Corp
Florida
$1.03M +$7.33K +27 +0.7%
CWM
1232
Circle Wealth Management
New Jersey
$1.03M +$15.7K +58 +2%
MAM
1233
Morse Asset Management
Connecticut
$1.03M +$184K +680 +22%
FPCG
1234
Fort Pitt Capital Group
Pennsylvania
$1.02M -$3.25K -12 -0.3%
CIC
1235
Crawford Investment Counsel
Georgia
$1.02M +$1.9K +7 +0.2%
PWMAG
1236
Pinnacle Wealth Management Advisory Group
New Jersey
$1.02M +$72.7K +268 +8%
RB
1237
Rodgers Brothers
Pennsylvania
$1.01M +$17.6K +65 +2%
SS
1238
Sunbelt Securities
Texas
$1.01M +$272K +1,001 +37%
PAM
1239
Private Asset Management
California
$1.01M -$257K -948 -20%
WAM
1240
WealthTrust Asset Management
Florida
$1.01M -$14.1K -52 -1%
MHIC
1241
Marble Harbor Investment Counsel
Massachusetts
$1.01M +$814 +3 +0.1%
JFGIW
1242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1M +$138K +509 +16%
LCGC
1243
Legacy Capital Group California
California
$1M +$814 +3 +0.1%
FCIM
1244
Fairview Capital Investment Management
California
$1M – – –
BCM
1245
BlueCrest Capital Management
Jersey
$1M +$995K +3,668 New
PWM
1246
Penobscot Wealth Management
Maine
$999K -$8.68K -32 -0.9%
OAM
1247
Ostrum Asset Management
France
$998K -$6.78K -25 -0.7%
RWA
1248
Rooted Wealth Advisors
Illinois
$997K +$157K +580 +17%
IP
1249
Investment Partners
Ohio
$997K -$71.6K -264 -7%
RIA
1250
Regal Investment Advisors
Michigan
$995K -$55.1K -203 -5%
48 49
50
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