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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1651
Herold Advisors
New York
$2.65M -$121K -138 -5%
MW
1652
Marble Wealth
Alabama
$2.65M +$26.4K +30 +1%
CTA
1653
Chesley Taft & Associates
Illinois
$2.65M +$106K +121 +5%
LA
1654
LVW Advisors
New York
$2.64M +$414K +471 +23%
WCM
1655
Washburn Capital Management
Florida
$2.64M -$40.4K -46 -2%
GIA
1656
GHP Investment Advisors
Colorado
$2.64M +$184K +209 +9%
BHPW
1657
Beverly Hills Private Wealth
California
$2.63M +$19.3K +22 +0.9%
TLA
1658
Tanglewood Legacy Advisors
Texas
$2.63M – – –
EAP
1659
Elevation Advisory Partners
Florida
$2.63M -$35.1K -40 -1%
AIM
1660
Advyzon Investment Management
Illinois
$2.63M +$171K +195 +9%
RPGK
1661
Retirement Planning Group (Kansas)
Kansas
$2.63M -$65K -74 -3%
CIAS
1662
CFS Investment Advisory Services
New Jersey
$2.62M +$3.51K +4 +0.1%
CT
1663
Clearstead Trust
Maine
$2.62M +$92.2K +105 +4%
SAM
1664
Sompo Asset Management
Japan
$2.62M – – –
XT
1665
XTX Topco
Cayman Islands
$2.62M +$2.16M +2,460 New
KWM
1666
Keebeck Wealth Management
Illinois
$2.61M +$220K +250 +11%
BF
1667
Baring Financial
Washington
$2.61M -$300K -341 -12%
PF
1668
Prosperitas Financial
California
$2.61M -$1.76K -2 -0.1%
LWAM
1669
Legacy Wealth Asset Management
Minnesota
$2.61M -$122K -139 -5%
AP
1670
Atwood & Palmer
Missouri
$2.61M -$105K -119 -5%
GAA
1671
Global Assets Advisory
Florida
$2.61M +$1.4M +1,599 +157%
PFA
1672
Pathway Financial Advisors
Vermont
$2.6M – – –
DCU
1673
Dara Capital US
Florida
$2.6M +$1.28M +1,462 +149%
LCM
1674
Leisure Capital Management
California
$2.6M – – –
AWA
1675
Arbor Wealth Advisors
Michigan
$2.6M – – –
65 66
67
68 69