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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
D
1626
Diversified
Delaware
$853K +$21.1K +61 +3%
DE
1627
Diversified Enterprises
Delaware
$853K +$753K +2,181 New
CM
1628
Cercano Management
Washington
$853K +$753K +2,180 New
CT
1629
Chicago Trust
Illinois
$852K -$99.1K -287 -12%
EWM
1630
Executive Wealth Management
Michigan
$850K +$751K +2,174 New
CWM
1631
Cranbrook Wealth Management
Michigan
$850K +$216K +626 +40%
GB
1632
Goepper Burkhardt
South Carolina
$849K – – –
SWM
1633
Sterling Wealth Management
Illinois
$848K +$69.1K +200 +10%
DCM
1634
Dudley Capital Management
Virginia
$845K +$71.5K +207 +11%
TAM
1635
Townsend Asset Management
North Carolina
$845K – – –
MPIA
1636
Mountain Pacific Investment Advisers
Idaho
$844K +$103K +299 +16%
MWM
1637
Marion Wealth Management
Pennsylvania
$843K +$2.42K +7 +0.3%
LAM
1638
Lingohr Asset Management
Germany
$842K +$12.8K +37 +2%
CFO
1639
Callan Family Office
Pennsylvania
$839K +$28.7K +83 +4%
OC
1640
Oakworth Capital
Alabama
$835K – – –
CT
1641
Clearstead Trust
Maine
$832K -$13.8K -40 -2%
SCA
1642
Stonebridge Capital Advisors
Minnesota
$827K +$7.6K +22 +1%
HCP
1643
Hexagon Capital Partners
Arkansas
$826K -$1.73K -5 -0.2%
QWP
1644
Quotient Wealth Partners
Texas
$825K -$58.7K -170 -7%
PWM
1645
Paulson Wealth Management
Illinois
$824K +$1.04K +3 +0.1%
PF
1646
Phoenix Financial
Israel
$824K +$347K +1,004 +91%
FCFC
1647
First Commonwealth Financial Corp
Pennsylvania
$823K -$1.73K -5 -0.2%
WAL
1648
W Advisors LLC
Tennessee
$818K +$11.7K +34 +2%
AC
1649
AXQ Capital
New Jersey
$817K -$1.58M -4,587 -69%
CPIG
1650
Chicago Partners Investment Group
Illinois
$815K -$28.3K -82 -4%
64 65
66
67 68