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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1526
TOBAM
France
$378K -$43.2K -187 -10%
ST
1527
Smithfield Trust
Pennsylvania
$378K – – –
SFO
1528
Stokes Family Office
Louisiana
$378K +$19.2K +83 +5%
AW
1529
ACG Wealth
Georgia
$377K -$54.3K -235 -12%
YIA
1530
YHB Investment Advisors
Connecticut
$377K +$231 +1 +0.1%
MA
1531
MCF Advisors
Kentucky
$375K +$693 +3 +0.2%
SIA
1532
Soltis Investment Advisors
Utah
$374K +$397K +1,719 New
PWMAG
1533
Pinnacle Wealth Management Advisory Group
New Jersey
$373K +$3.69K +16 +0.9%
TWM
1534
Tradition Wealth Management
Minnesota
$373K +$65.8K +285 +20%
BWM
1535
BigSur Wealth Management
Florida
$372K – – –
HFBOT
1536
Home Federal Bank of Tennessee
Tennessee
$372K +$7.85K +34 +2%
HCM
1537
Hutchinson Capital Management
California
$372K +$9.24K +40 +2%
WA
1538
Waddell & Associates
Tennessee
$372K +$394K +1,707 New
BW
1539
Bison Wealth
Georgia
$371K -$140K -606 -26%
TFA
1540
Trinity Financial Advisors
Ohio
$370K – – –
VNA
1541
Valley National Advisers
Pennsylvania
$370K – – –
ARMC
1542
American Research & Management Company
Massachusetts
$370K +$92.4K +400 +31%
BRA
1543
Bender Robert & Associates
California
$369K – – –
SC
1544
Schulhoff & Co
Ohio
$369K – – –
SCM
1545
SevenOneSeven Capital Management
Pennsylvania
$368K +$391K +1,691 New
AWA
1546
Aaron Wealth Advisors
Illinois
$367K -$7.16K -31 -2%
WF
1547
WoodTrust Financial
Wisconsin
$367K +$28.6K +124 +8%
GAM
1548
Gould Asset Management
California
$366K -$73.9K -320 -16%
AC
1549
Addison Capital
Pennsylvania
$365K – – –
BBNA
1550
Bremer Bank National Association
Minnesota
$365K – – –
60 61
62
63 64