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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
1501
Versor Investments
New York
$899K +$936K +2,700 New
OAM
1502
Ostrum Asset Management
France
$898K -$338K -976 -27%
EBWM
1503
Eagle Bluffs Wealth Management
Missouri
$897K -$13.9K -40 -1%
MWPCG
1504
Measured Wealth Private Client Group
New Hampshire
$891K +$198K +570 +27%
LWCFA
1505
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$891K +$485K +1,400 +131%
HW
1506
Hancock Whitney
Mississippi
$889K -$45.4K -131 -5%
CPA
1507
Capital Planning Advisors
California
$886K +$114K +329 +14%
AA
1508
Ancora Advisors
Ohio
$886K – – –
HA
1509
Herold Advisors
New York
$886K +$454K +1,309 +97%
RWMG
1510
Redwood Wealth Management Group
New Jersey
$884K -$7.97K -23 -0.9%
CAM
1511
Cypress Asset Management
Texas
$883K +$146K +420 +20%
HIA
1512
Harbor Investment Advisory
Maryland
$882K +$52.7K +152 +6%
VST
1513
Van Strum & Towne
California
$881K – – –
KFC
1514
Klingenstein Fields & Co
New York
$880K – – –
HNB
1515
Hilltop National Bank
Wyoming
$878K +$10.7K +31 +1%
MG
1516
Marex Group
$877K +$198K +571 +28%
LOIP
1517
Live Oak Investment Partners
Texas
$877K – – –
RFN
1518
RDA Financial Network
Iowa
$875K -$56.2K -162 -6%
SFS
1519
Stiles Financial Services
Minnesota
$875K +$1.04K +3 +0.1%
QPWM
1520
Quadrant Private Wealth Management
Pennsylvania
$874K +$1.73K +5 +0.2%
AL
1521
Aspiriant LLC
California
$873K -$93.3K -269 -9%
PHIC
1522
Pine Haven Investment Counsel
Massachusetts
$865K +$2.43K +7 +0.3%
CFA
1523
Cahill Financial Advisors
Minnesota
$864K -$38.1K -110 -4%
NG
1524
Northstar Group
New York
$862K – – –
PWM
1525
Palumbo Wealth Management
New York
$859K +$3.12K +9 +0.4%
59 60
61
62 63