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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1626
InceptionR
California
$1.89M +$1.48M +2,136 +399%
SL
1627
Sentinus LLC
Illinois
$1.89M -$109K -157 -6%
TIA
1628
Tiemann Investment Advisors
California
$1.89M -$30.5K -44 -2%
PWM
1629
Palumbo Wealth Management
New York
$1.89M +$693 +1 +0%
HW
1630
HORAN Wealth
Ohio
$1.89M +$973K +1,405 +100%
CAM
1631
Cypress Asset Management
Texas
$1.89M +$29.1K +42 +2%
SC
1632
SummitTX Capital
Texas
$1.89M +$1.85M +2,664 New
CFA
1633
Capstone Financial Advisors
Illinois
$1.89M -$121K -174 -6%
EW
1634
Elyxium Wealth
California
$1.88M +$76.9K +111 +4%
ZBNA
1635
Zions Bancorporation, National Association
Utah
$1.88M -$173K -250 -9%
PWM
1636
Pinnacle Wealth Management
California
$1.88M -$501K -724 -21%
QPWM
1637
Quadrant Private Wealth Management
Pennsylvania
$1.88M +$193K +278 +12%
WTA
1638
Washington Trust Advisors
Massachusetts
$1.87M -$10.4K -15 -0.6%
RBA
1639
Richard Bernstein Advisors
New York
$1.87M – – –
SWA
1640
Sax Wealth Advisors
New Jersey
$1.87M -$175K -252 -7%
EBWM
1641
Eagle Bluffs Wealth Management
Missouri
$1.87M – – –
KFS
1642
Kurt F. Somerville
$1.87M – – –
TFA
1643
Toth Financial Advisory
Virginia
$1.87M -$29.8K -43 -2%
PWMG
1644
Prestige Wealth Management Group
New Jersey
$1.87M -$38.1K -55 -2%
YIM
1645
Yoffe Investment Management
Pennsylvania
$1.87M – – –
HA
1646
Herold Advisors
New York
$1.86M -$127K -184 -7%
KFC
1647
Klingenstein Fields & Co
New York
$1.86M +$1.39K +2 +0.1%
LW
1648
Linscomb Wealth
Texas
$1.86M +$758K +1,094 +71%
TWM
1649
Tradition Wealth Management
Minnesota
$1.85M +$30.5K +44 +2%
BF
1650
Brucke Financial
Indiana
$1.85M +$1.39K +2 +0.1%
64 65
66
67 68