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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
1451
Summit X LLC
Missouri
$319K +$297K +1,754 New
ECM
1452
Exchange Capital Management
Michigan
$318K +$296K +1,748 New
ST
1453
Smithfield Trust
Pennsylvania
$317K +$13.4K +79 +5%
AIM
1454
Avity Investment Management
Connecticut
$315K +$294K +1,732 New
MA
1455
MONECO Advisors
Connecticut
$314K +$509 +3 +0.2%
TI
1456
Tidal Investments
Wisconsin
$314K +$292K +1,724 New
MA
1457
MCF Advisors
Kentucky
$313K +$509 +3 +0.2%
MPIA
1458
Mountain Pacific Investment Advisers
Idaho
$312K – – –
BWM
1459
BigSur Wealth Management
Florida
$311K – – –
VNA
1460
Valley National Advisers
Pennsylvania
$310K -$141K -830 -33%
PWMAG
1461
Pinnacle Wealth Management Advisory Group
New Jersey
$309K -$17K -100 -6%
SC
1462
Schulhoff & Co
Ohio
$309K -$17K -100 -6%
BRA
1463
Bender Robert & Associates
California
$309K – – –
OCM
1464
Ovata Capital Management
Hong Kong
$309K +$288K +1,700 New
TFA
1465
Trinity Financial Advisors
Ohio
$309K +$288K +1,700 New
BG
1466
Berry Group
Massachusetts
$308K – – –
SWP
1467
Summit Wealth Partners
Florida
$307K – – –
RSWM
1468
Robertson Stephens Wealth Management
California
$306K – – –
FC
1469
Ferris Capital
Massachusetts
$306K +$1.86K +11 +0.7%
BC
1470
Bridgefront Capital
Texas
$306K +$285K +1,680 New
BBNA
1471
Bremer Bank National Association
Minnesota
$305K +$14.9K +88 +6%
HCM
1472
Hutchinson Capital Management
California
$304K -$22.6K -133 -7%
AC
1473
Addison Capital
Pennsylvania
$304K – – –
SFG
1474
Sunburst Financial Group
Alabama
$303K -$17.5K -103 -6%
CIC
1475
Carnegie Investment Counsel
Ohio
$303K – – –
57 58
59
60 61