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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1251
Affinity Investment Advisors
California
$1.54M -$882K -2,274 -35%
CPA
1252
Cardiff Park Advisors
California
$1.54M +$5.43K +14 +0.3%
ACG
1253
Allen Capital Group
Nebraska
$1.54M +$10.1K +26 +0.6%
WCA
1254
Westover Capital Advisors
Delaware
$1.54M – – –
MAMU
1255
Myriad Asset Management US
Florida
$1.54M +$1.65M +4,243 New
MWA
1256
Midland Wealth Advisors
Illinois
$1.54M -$2.18M -5,625 -57%
WP
1257
Wealthspan Partners
Iowa
$1.54M -$388 -1 -0%
WAM
1258
Werlinich Asset Management
Connecticut
$1.53M – – –
SCM
1259
Sterling Capital Management
North Carolina
$1.53M -$4.98M -12,835 -75%
FA
1260
Fiducient Advisors
Illinois
$1.53M +$1.64M +4,216 New
SC
1261
Solstein Capital
California
$1.53M – – –
BHBT
1262
Burke & Herbert Bank & Trust
Virginia
$1.52M +$4.27K +11 +0.3%
AAM
1263
Aureus Asset Management
Massachusetts
$1.52M – – –
AWA
1264
Acorn Wealth Advisors
Michigan
$1.51M +$3.88K +10 +0.2%
TFA
1265
Transamerica Financial Advisors
Florida
$1.51M -$94.6K -244 -6%
BP
1266
BBR Partners
New York
$1.51M +$11.6K +30 +0.7%
WA
1267
Wealth Architects
California
$1.5M +$244K +628 +18%
BAM
1268
Byrne Asset Management
New Jersey
$1.5M -$13.2K -34 -0.8%
WAAG
1269
Wealth Alliance Advisory Group
Kansas
$1.5M -$38.4K -99 -2%
LF
1270
Lantz Financial
Illinois
$1.49M -$36.1K -93 -2%
BHIA
1271
Birch Hill Investment Advisors
Massachusetts
$1.49M +$29.1K +75 +2%
MCM
1272
Mainstay Capital Management
Michigan
$1.49M +$73.3K +189 +5%
RGF
1273
Retirement Guys Formula
Ohio
$1.49M +$19.4K +50 +1%
ST
1274
Smithfield Trust
Pennsylvania
$1.49M – – –
HR
1275
Hardy Reed
Mississippi
$1.48M – – –
49 50
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