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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1276
Simon Quick Advisors
New Jersey
$4.66M +$76.4K +87 +2%
PWP
1277
Perfromance Wealth Partners
Illinois
$4.65M +$1.69M +1,927 +79%
GSC
1278
G&S Capital
Colorado
$4.64M -$122K -139 -3%
IRAG
1279
Investment Research & Advisory Group
Georgia
$4.63M +$32.5K +37 +0.9%
AWA
1280
Acorn Wealth Advisors
Michigan
$4.62M +$104K +118 +3%
OAM
1281
Oak Asset Management
California
$4.61M -$48.3K -55 -1%
AC
1282
AlphaCore Capital
California
$4.61M +$344K +392 +10%
WCM
1283
Weaver Capital Management
Georgia
$4.6M – – –
IPW
1284
IronBridge Private Wealth
Texas
$4.6M -$129K -147 -3%
TW
1285
ticino wealth
California
$4.6M +$51K +58 +1%
CI
1286
Cigna Investments
Connecticut
$4.6M -$90.5K -103 -2%
GDP
1287
Great Diamond Partners
Maine
$4.58M -$22.8K -26 -0.6%
SIA
1288
Sit Investment Associates
Minnesota
$4.58M – – –
WFS
1289
Widmann Financial Services
Maryland
$4.58M -$65.9K -75 -2%
1WA
1290
180 Wealth Advisors
Washington
$4.57M +$100K +114 +3%
FMI
1291
Frec Markets Inc
California
$4.56M +$1.41M +1,601 +60%
CFA
1292
Camarda Financial Advisors
Florida
$4.56M +$1.47M +1,675 +64%
CRIG
1293
Charter Research & Investment Group
Connecticut
$4.56M – – –
FHC
1294
First Heartland Consultants
Missouri
$4.54M -$85.2K -97 -2%
MGP
1295
M&G plc
United Kingdom
$4.5M -$4.59M -5,220 -55%
GWMR
1296
GC Wealth Management RIA
Massachusetts
$4.5M -$227K -258 -6%
WAM
1297
Werlinich Asset Management
Connecticut
$4.49M – – –
CG
1298
Cynosure Group
Utah
$4.48M -$1.1M -1,252 -23%
NS
1299
NBC Securities
Alabama
$4.47M +$18.4K +21 +0.5%
AS
1300
Altshuler Shaham
Israel
$4.46M -$799K -909 -18%
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