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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1626
Curated Wealth Partners
California
$877K -$147K -379 -14%
CNB
1627
Camden National Bank
Maine
$876K +$337K +870 +56%
CFA
1628
Cahill Financial Advisors
Minnesota
$876K -$58.2K -150 -6%
BF
1629
Baring Financial
Washington
$873K +$933K +2,406 New
CUAMC
1630
China Universal Asset Management Company
China
$871K +$250K +644 +37%
RIA
1631
Realta Investment Advisors
Delaware
$869K -$15.9K -41 -2%
WA1
1632
Wimmer Associates 1
California
$865K – – –
CPIG
1633
Chicago Partners Investment Group
Illinois
$863K +$107K +276 +13%
MBTD
1634
Mechanics Bank - Trust Department
California
$861K +$31.4K +81 +4%
CA
1635
Capital Advantage
California
$860K +$920K +2,371 New
PP
1636
PDS Planning
Ohio
$860K -$12.4K -32 -1%
GWM
1637
Greenwich Wealth Management
Connecticut
$858K -$18.2K -47 -2%
WTB
1638
Washington Trust Bank
Washington
$852K – – –
WCM
1639
Windsor Capital Management
Arizona
$851K -$42.3K -109 -4%
AC
1640
Addison Capital
Pennsylvania
$851K +$388 +1 +0%
EGA
1641
E&G Advisors
Texas
$850K -$38.8K -100 -4%
GAMC
1642
Garner Asset Management Corp
Texas
$848K +$22.9K +59 +3%
RW
1643
REDW Wealth
New Mexico
$848K +$191K +493 +27%
RCM
1644
RNC Capital Management
California
$846K -$15.5K -40 -2%
WMA
1645
West Michigan Advisors
Michigan
$845K +$124K +320 +16%
CAM
1646
Cidel Asset Management
Ontario, Canada
$845K -$55.1K -142 -6%
SFSG
1647
Sound Financial Strategies Group
Mississippi
$842K +$101K +261 +13%
GWMI
1648
Guardian Wealth Management (Illinois)
Illinois
$841K -$8.92K -23 -1%
CC
1649
Constitution Capital
Connecticut
$841K +$116K +300 +15%
WF
1650
Wayfinding Financial
Washington
$840K +$899K +2,318 New
64 65
66
67 68