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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1626
Cercano Management
Washington
$853K +$753K +2,180 New
CT
1627
Chicago Trust
Illinois
$852K -$99.1K -287 -12%
EWM
1628
Executive Wealth Management
Michigan
$850K +$751K +2,174 New
CWM
1629
Cranbrook Wealth Management
Michigan
$850K +$216K +626 +40%
GB
1630
Goepper Burkhardt
South Carolina
$849K – – –
SWM
1631
Sterling Wealth Management
Illinois
$848K +$69.1K +200 +10%
DCM
1632
Dudley Capital Management
Virginia
$845K +$71.5K +207 +11%
TAM
1633
Townsend Asset Management
North Carolina
$845K – – –
MPIA
1634
Mountain Pacific Investment Advisers
Idaho
$844K +$103K +299 +16%
MWM
1635
Marion Wealth Management
Pennsylvania
$843K +$2.42K +7 +0.3%
LAM
1636
Lingohr Asset Management
Germany
$842K +$12.8K +37 +2%
CFO
1637
Callan Family Office
Pennsylvania
$839K +$28.7K +83 +4%
OC
1638
Oakworth Capital
Alabama
$835K – – –
CT
1639
Clearstead Trust
Maine
$832K -$13.8K -40 -2%
SCA
1640
Stonebridge Capital Advisors
Minnesota
$827K +$7.6K +22 +1%
HCP
1641
Hexagon Capital Partners
Arkansas
$826K -$1.73K -5 -0.2%
QWP
1642
Quotient Wealth Partners
Texas
$825K -$58.7K -170 -7%
PWM
1643
Paulson Wealth Management
Illinois
$824K +$1.04K +3 +0.1%
PF
1644
Phoenix Financial
Israel
$824K +$347K +1,004 +91%
FCFC
1645
First Commonwealth Financial Corp
Pennsylvania
$823K -$1.73K -5 -0.2%
WAL
1646
W Advisors LLC
Tennessee
$818K +$11.7K +34 +2%
AC
1647
AXQ Capital
New Jersey
$817K -$1.58M -4,587 -69%
CPIG
1648
Chicago Partners Investment Group
Illinois
$815K -$28.3K -82 -4%
MCA
1649
MSH Capital Advisors
Arizona
$813K -$20.7K -60 -3%
6F
1650
626 Financial
Michigan
$812K – – –
64 65
66
67 68