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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1426
Constitution Capital
Connecticut
$1.06M +$321K +900 +39%
RIA
1427
Richwood Investment Advisors
Ohio
$1.06M +$193K +543 +20%
TCM
1428
Telos Capital Management
California
$1.06M +$14.2K +40 +1%
MMA
1429
Mizuho Markets Americas
New York
$1.06M -$1.34M -3,756 -54%
PWA
1430
Provenance Wealth Advisors
Florida
$1.05M – – –
CIM
1431
Corda Investment Management
Texas
$1.05M -$38.5K -108 -3%
BDPWM
1432
Barnes Dennig Private Wealth Management
Ohio
$1.05M +$1.13M +3,174 New
BMC
1433
Benin Management Corp
Connecticut
$1.04M +$24.2K +68 +2%
FHWM
1434
Fox Hill Wealth Management
Massachusetts
$1.04M +$679K +1,907 +152%
TAM
1435
Taurus Asset Management
New York
$1.04M – – –
RF
1436
Rossby Financial
Florida
$1.04M +$789K +2,214 +187%
EW
1437
Evoke Wealth
California
$1.04M -$31.7K -89 -3%
TIA
1438
Tiemann Investment Advisors
California
$1.04M -$39.2K -110 -3%
CCM
1439
Chilton Capital Management
Texas
$1.04M -$293K -823 -21%
SIA
1440
Schechter Investment Advisors
Michigan
$1.03M -$589K -1,653 -35%
FCB
1441
First County Bank
Connecticut
$1.03M +$30.6K +86 +3%
MC
1442
Machina Capital
France
$1.02M +$1.11M +3,104 New
PCG
1443
Prosperity Consulting Group
Maryland
$1.02M -$82.6K -232 -7%
BWS
1444
Buck Wealth Strategies
Colorado
$1.02M +$347K +973 +46%
SFS
1445
Stiles Financial Services
Minnesota
$1.02M +$76.9K +216 +8%
MFG
1446
Menard Financial Group
Texas
$1.02M +$11.4K +32 +1%
TIA
1447
Traphagen Investment Advisors
New Jersey
$1.02M -$7.84K -22 -0.7%
AM
1448
AGF Management
Ontario, Canada
$1.01M – – –
UCI
1449
Uncommon Cents Investing
Wisconsin
$1.01M +$15.3K +43 +1%
SMA
1450
Sage Mountain Advisors
Georgia
$1.01M +$150K +421 +16%
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