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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1551
Evoke Wealth
California
$967K +$854K +2,472 New
CAM
1552
Cidel Asset Management
Ontario, Canada
$966K – – –
RDIA
1553
RE Dickinson Investment Advisors
Iowa
$965K – – –
BCM
1554
BluePath Capital Management
Georgia
$964K +$155K +448 +22%
BFA
1555
Bill Few Associates
Pennsylvania
$963K -$9.67K -28 -1%
CAM
1556
Carret Asset Management
New York
$962K +$345 +1 +0%
SG
1557
Sienna Gestion
France
$961K +$851K +2,464 New
WCM
1558
Windsor Capital Management
Arizona
$960K -$41.8K -121 -5%
SAM
1559
Seelaus Asset Management
New Jersey
$959K +$5.18K +15 +0.6%
RIA
1560
Realta Investment Advisors
Delaware
$957K -$731K -2,118 -47%
EGA
1561
E&G Advisors
Texas
$955K -$34.5K -100 -4%
BHPW
1562
Beverly Hills Private Wealth
California
$954K +$60.8K +176 +8%
MIS
1563
Morningstar Investment Services
Illinois
$954K +$152K +440 +22%
AAG
1564
Armstrong Advisory Group
Massachusetts
$953K -$32.5K -94 -4%
TAM
1565
Trillium Asset Management
Massachusetts
$952K – – –
FH
1566
FWG Holdings
Florida
$952K -$70.8K -205 -8%
VC
1567
Veracity Capital
Georgia
$949K +$691 +2 +0.1%
PWMG
1568
Prestige Wealth Management Group
New Jersey
$949K -$13.1K -38 -2%
PEA
1569
Park Edge Advisors
Ohio
$947K +$139K +402 +20%
SMA
1570
Sage Mountain Advisors
Georgia
$946K +$64.6K +187 +8%
MG
1571
Marex Group
$946K -$74.6K -216 -8%
GWM
1572
Greenwich Wealth Management
Connecticut
$944K +$22.8K +66 +3%
PP
1573
PDS Planning
Ohio
$940K +$54.9K +159 +7%
WA1
1574
Wimmer Associates 1
California
$933K – – –
EW
1575
Elyxium Wealth
California
$931K +$822K +2,381 New
61 62
63
64 65