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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1576
Chicago Partners Investment Group
Illinois
$344K +$60K +290 +24%
BB
1577
Bell Bank
North Dakota
$343K – – –
NCM
1578
Novare Capital Management
North Carolina
$342K -$5.17K -25 -2%
MVA
1579
Mount Vernon Associates
Maryland
$342K – – –
TWM
1580
Titus Wealth Management
California
$342K +$31.1K +150 +11%
CBN
1581
Cadence Bank NA
Texas
$342K +$306K +1,476 New
NFG
1582
Nadler Financial Group
Illinois
$340K +$304K +1,468 New
NB
1583
Northwest Bancshares
Pennsylvania
$339K – – –
JFA
1584
Johanson Financial Advisors
California
$339K +$5.17K +25 +2%
RPWA
1585
Regent Peak Wealth Advisors
Georgia
$339K +$11.4K +55 +4%
WCM
1586
Weld Capital Management
New York
$339K +$303K +1,464 New
HWM
1587
Hohimer Wealth Management
Washington
$338K -$10.4K -50 -3%
HWAM
1588
Hennion & Walsh Asset Management
New Jersey
$337K +$301K +1,452 New
WPC
1589
Waters Parkerson & Co
Louisiana
$335K -$10.4K -50 -3%
W
1590
WealthStone
Ohio
$335K +$60.9K +294 +26%
TSS
1591
Two Sigma Securities
New York
$334K +$67.3K +325 +29%
CWM
1592
Cordatus Wealth Management
Pennsylvania
$333K – – –
M
1593
Mirova
France
$333K +$48.2K +233 +19%
GA
1594
GoalVest Advisory
New York
$333K +$297K +1,435 New
COCM
1595
Charter Oak Capital Management
New Hampshire
$332K – – –
CA
1596
Cortland Associates
Missouri
$332K – – –
WAM
1597
Winslow Asset Management
Ohio
$332K – – –
TWM
1598
Tradition Wealth Management
Minnesota
$332K +$8.49K +41 +3%
AL
1599
ACAS LLC
California
$332K +$296K +1,430 New
BFPW
1600
BOK Financial Private Wealth
Colorado
$330K +$36.9K +178 +14%
62 63
64
65 66