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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1476
Curated Wealth Partners
California
$926K +$964K +2,781 New
HVIA
1477
Hudson Valley Investment Advisors
New York
$924K +$191K +552 +21%
PIMG
1478
Patriot Investment Management Group
Tennessee
$923K +$3.12K +9 +0.3%
FCAS
1479
First Command Advisory Services
Texas
$923K -$5.55K -16 -0.6%
CP
1480
Creekside Partners
California
$923K +$960K +2,770 New
KFS
1481
Kurt F. Somerville
$921K -$32.9K -95 -3%
NL
1482
NVWM LLC
Pennsylvania
$919K +$14.2K +41 +2%
APA
1483
Astoria Portfolio Advisors
New York
$918K +$33.6K +97 +4%
CI
1484
CX Institutional
Indiana
$918K +$8.67K +25 +0.9%
HWA
1485
Heartwood Wealth Advisors
Virginia
$917K – – –
DEM
1486
Disciplined Equity Management
Florida
$916K – – –
KFI
1487
Key Financial Inc
Pennsylvania
$913K – – –
PF
1488
Prosperitas Financial
California
$909K +$2.08K +6 +0.2%
FH
1489
FWG Holdings
Florida
$909K +$115K +333 +14%
JIC
1490
Joel Isaacson & Co
New York
$908K -$2.43K -7 -0.3%
SAM
1491
Smartleaf Asset Management
Massachusetts
$907K +$168K +485 +21%
NJIM
1492
Nabity-Jensen Investment Management
Nebraska
$904K +$52.4K +151 +6%
AAB
1493
ABN AMRO Bank
Netherlands
$904K – – –
MJP
1494
Michael J. Puzo
$903K -$153K -440 -14%
SAM
1495
Sompo Asset Management
Japan
$903K +$20.8K +60 +2%
WE
1496
Wealth Effects
Massachusetts
$903K -$173K -499 -16%
LA
1497
Legacy Advisors
Pennsylvania
$902K -$596K -1,718 -39%
EIP
1498
Epoch Investment Partners
New York
$901K +$6.59K +19 +0.7%
KP
1499
Keel Point
Alabama
$900K +$94.7K +273 +11%
WP
1500
Waycross Partners
Kentucky
$899K – – –
58 59
60
61 62