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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1401
Aspiriant LLC
California
$867K +$2.08K +8 +0.3%
SAM
1402
Shell Asset Management
Netherlands
$865K -$181K -696 -19%
GP
1403
Girard Partners
Pennsylvania
$861K +$18.7K +72 +3%
AHC
1404
Adell Harriman & Carpenter
Texas
$860K -$51.9K -200 -6%
SM
1405
Sciencast Management
New Jersey
$859K +$754K +2,906 New
EFI
1406
EHP Funds Inc
Canada
$857K -$233K -900 -24%
AI
1407
Accredited Investors
Minnesota
$854K +$135K +520 +22%
MCM
1408
Manchester Capital Management
Vermont
$853K +$21.3K +82 +3%
FCAS
1409
First Command Advisory Services
Texas
$853K +$19.5K +75 +3%
CFO
1410
CVA Family Office
Colorado
$852K -$36.6K -141 -5%
BAM
1411
Belpointe Asset Management
Nevada
$851K -$59.9K -231 -7%
GIP
1412
Granite Investment Partners
California
$849K +$85.6K +330 +13%
IIC
1413
Ironwood Investment Counsel
Arizona
$848K -$6.49K -25 -0.9%
CWA
1414
Clarus Wealth Advisors
Arizona
$846K +$778K +3,001 New
CI
1415
CX Institutional
Indiana
$846K -$25.4K -98 -3%
KFS
1416
Kurt F. Somerville
$846K -$7.78K -30 -1%
AFG
1417
Allegheny Financial Group
Pennsylvania
$844K +$1.56K +6 +0.2%
APG
1418
Abacus Planning Group
South Carolina
$844K – – –
QWM
1419
Quadcap Wealth Management
Texas
$843K +$740K +2,852 New
KFS
1420
Kaizen Financial Strategies
California
$843K +$104K +400 +16%
CA
1421
Carson Advisory
Georgia
$843K – – –
MAM
1422
Morse Asset Management
Connecticut
$842K -$239K -920 -24%
CIA
1423
Compass Ion Advisors
Pennsylvania
$839K -$29.1K -112 -4%
PF
1424
Prosperitas Financial
California
$837K -$83.8K -323 -10%
BI
1425
Ballast Inc
Kentucky
$835K – – –
55 56
57
58 59