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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1501
KLCM Advisors
Wisconsin
$1.34M +$7.68K +18 +0.6%
GFP
1502
Gryphon Financial Partners
Ohio
$1.34M +$49.5K +116 +4%
GCP
1503
GSA Capital Partners
United Kingdom
$1.34M -$758K -1,776 -39%
FSWA
1504
Financial Synergies Wealth Advisors
Texas
$1.34M +$6.83K +16 +0.6%
TIA
1505
Tiemann Investment Advisors
California
$1.34M -$27.7K -65 -2%
CFA
1506
Capstone Financial Advisors
Illinois
$1.34M +$15.8K +37 +1%
PC
1507
Peavine Capital
Nevada
$1.34M – – –
SGDR
1508
SPX Gestao de Recursos
Brazil
$1.34M +$1.2M +2,800 New
TF
1509
Tudor Financial
Ohio
$1.33M -$20.9K -49 -2%
BAM
1510
Belpointe Asset Management
Nevada
$1.33M +$161K +378 +16%
CP
1511
Creekside Partners
California
$1.33M +$854 +2 +0.1%
BCM
1512
BluePath Capital Management
Georgia
$1.33M +$103K +242 +10%
WDL
1513
Well Done LLC
Michigan
$1.33M -$31.2K -73 -3%
DEM
1514
Disciplined Equity Management
Florida
$1.33M – – –
WTA
1515
Washington Trust Advisors
Massachusetts
$1.33M +$35.9K +84 +3%
LWA
1516
Lineweaver Wealth Advisors
Ohio
$1.33M +$46.1K +108 +4%
KIM
1517
Kestra Investment Management
Texas
$1.32M -$221K -517 -16%
PL
1518
Plancorp LLC
Missouri
$1.32M -$11.1K -26 -0.9%
QWP
1519
Quotient Wealth Partners
Texas
$1.31M -$31.6K -74 -3%
CGL
1520
Clarius Group LLC
Washington
$1.31M -$1.17M -2,746 -50%
PIMG
1521
Patriot Investment Management Group
Tennessee
$1.31M +$2.13K +5 +0.2%
TWA
1522
Trace Wealth Advisors
California
$1.31M – – –
BF
1523
Baring Financial
Washington
$1.31M +$8.11K +19 +0.7%
VCP
1524
Verus Capital Partners
Arizona
$1.31M +$23.1K +54 +2%
VBA
1525
von Borstel & Associates
Oregon
$1.3M +$975K +2,284 New
59 60
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62 63