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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
1401
Astoria Portfolio Advisors
New York
$869K +$47K +181 +7%
AL
1402
Aspiriant LLC
California
$867K +$2.08K +8 +0.3%
SAM
1403
Shell Asset Management
Netherlands
$865K -$181K -696 -19%
GP
1404
Girard Partners
Pennsylvania
$861K +$18.7K +72 +3%
AHC
1405
Adell Harriman & Carpenter
Texas
$860K -$51.9K -200 -6%
SM
1406
Sciencast Management
New Jersey
$859K +$754K +2,906 New
EFI
1407
EHP Funds Inc
Canada
$857K -$233K -900 -24%
AI
1408
Accredited Investors
Minnesota
$854K +$135K +520 +22%
MCM
1409
Manchester Capital Management
Vermont
$853K +$21.3K +82 +3%
FCAS
1410
First Command Advisory Services
Texas
$853K +$19.5K +75 +3%
CFO
1411
CVA Family Office
Colorado
$852K -$36.6K -141 -5%
BAM
1412
Belpointe Asset Management
Nevada
$851K -$59.9K -231 -7%
GIP
1413
Granite Investment Partners
California
$849K +$85.6K +330 +13%
IIC
1414
Ironwood Investment Counsel
Arizona
$848K -$6.49K -25 -0.9%
CWA
1415
Clarus Wealth Advisors
Arizona
$846K +$778K +3,001 New
CI
1416
CX Institutional
Indiana
$846K -$25.4K -98 -3%
KFS
1417
Kurt F. Somerville
$846K -$7.78K -30 -1%
AFG
1418
Allegheny Financial Group
Pennsylvania
$844K +$1.56K +6 +0.2%
APG
1419
Abacus Planning Group
South Carolina
$844K – – –
QWM
1420
Quadcap Wealth Management
Texas
$843K +$740K +2,852 New
KFS
1421
Kaizen Financial Strategies
California
$843K +$104K +400 +16%
CA
1422
Carson Advisory
Georgia
$843K – – –
MAM
1423
Morse Asset Management
Connecticut
$842K -$239K -920 -24%
CIA
1424
Compass Ion Advisors
Pennsylvania
$839K -$29.1K -112 -4%
PF
1425
Prosperitas Financial
California
$837K -$83.8K -323 -10%
55 56
57
58 59