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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1651
Shoker Investment Counsel
Ohio
$2.7M +$2.63K +3 +0.1%
LCGC
1652
Legacy Capital Group California
California
$2.7M +$1.23M +1,396 +123%
OAM
1653
Ostrum Asset Management
France
$2.69M +$589K +671 +36%
BF
1654
Brucke Financial
Indiana
$2.69M -$77.3K -88 -3%
IP
1655
Intellectus Partners
California
$2.69M -$70.3K -80 -3%
FG
1656
Foster Group
Iowa
$2.68M +$686K +781 +45%
EGA
1657
E&G Advisors
Texas
$2.68M +$61.5K +70 +3%
SW
1658
SVB Wealth
Massachusetts
$2.68M -$263K -299 -11%
JWBC
1659
J.W. Burns & Co
New York
$2.68M +$22.8K +26 +1%
HBT
1660
Hills Bank & Trust
Iowa
$2.67M +$36.9K +42 +2%
HA
1661
Herold Advisors
New York
$2.65M -$121K -138 -5%
MW
1662
Marble Wealth
Alabama
$2.65M +$26.4K +30 +1%
CTA
1663
Chesley Taft & Associates
Illinois
$2.65M +$106K +121 +5%
LA
1664
LVW Advisors
New York
$2.64M +$414K +471 +23%
WCM
1665
Washburn Capital Management
Florida
$2.64M -$40.4K -46 -2%
GIA
1666
GHP Investment Advisors
Colorado
$2.64M +$184K +209 +9%
BHPW
1667
Beverly Hills Private Wealth
California
$2.63M +$19.3K +22 +0.9%
TLA
1668
Tanglewood Legacy Advisors
Texas
$2.63M – – –
EAP
1669
Elevation Advisory Partners
Florida
$2.63M -$35.1K -40 -1%
AIM
1670
Advyzon Investment Management
Illinois
$2.63M +$171K +195 +9%
RPGK
1671
Retirement Planning Group (Kansas)
Kansas
$2.63M -$65K -74 -3%
CIAS
1672
CFS Investment Advisory Services
New Jersey
$2.62M +$3.51K +4 +0.1%
CT
1673
Clearstead Trust
Maine
$2.62M +$92.2K +105 +4%
SAM
1674
Sompo Asset Management
Japan
$2.62M – – –
XT
1675
XTX Topco
Cayman Islands
$2.62M +$2.16M +2,460 New
65 66
67
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