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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
1276
BayBridge Capital Group
California
$2.5M -$14.5K -26 -0.6%
AWE
1277
Avidian Wealth Enterprises
Texas
$2.49M +$78.9K +142 +3%
TW
1278
ticino wealth
California
$2.49M +$2.41M +4,343 New
SC
1279
Solstein Capital
California
$2.48M – – –
IA
1280
IFG Advisory
Georgia
$2.48M -$641K -1,154 -21%
EPIM
1281
Evelyn Partners Investment Management
$2.48M -$138K -249 -5%
MSWM
1282
McGlone Suttner Wealth Management
Wisconsin
$2.47M +$122K +219 +5%
MCM
1283
Mainstay Capital Management
Michigan
$2.47M +$85.6K +154 +4%
JIC
1284
Joel Isaacson & Co
New York
$2.47M +$133K +239 +6%
MCA
1285
McGuire Capital Advisors
Oklahoma
$2.47M +$2.4M +4,312 New
SIA
1286
Sit Investment Associates
Minnesota
$2.46M – – –
OBAM
1287
ODDO BHF Asset Management
France
$2.46M -$823K -1,481 -26%
NS
1288
NBC Securities
Alabama
$2.46M +$28.3K +51 +1%
IAS
1289
Insigneo Advisory Services
Florida
$2.46M +$85K +153 +4%
CRIG
1290
Charter Research & Investment Group
Connecticut
$2.45M -$94.5K -170 -4%
VA
1291
Valmark Advisers
Ohio
$2.45M +$48.4K +87 +2%
FCM
1292
Fire Capital Management
California
$2.44M -$86.1K -155 -4%
CCG
1293
Cypress Capital Group
Florida
$2.44M +$11.7K +21 +0.5%
PCG
1294
Prosperity Consulting Group
Maryland
$2.44M +$253K +455 +12%
FH
1295
FWG Holdings
Florida
$2.44M +$566K +1,018 +38%
WAM
1296
Werlinich Asset Management
Connecticut
$2.43M – – –
FAM
1297
Flaharty Asset Management
Florida
$2.43M – – –
HR
1298
Hardy Reed
Mississippi
$2.43M +$25.6K +46 +1%
DF
1299
Donoghue Forlines
Massachusetts
$2.43M +$2.36M +4,245 New
PCA
1300
Prosperity Capital Advisors
Ohio
$2.43M +$65K +117 +3%
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