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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
1676
Moloney Securities Asset Management
Missouri
$379K -$1.59M -6,563 -80%
WDA
1677
Wendell David Associates
New Hampshire
$378K – – –
CAM
1678
Close Asset Management
United Kingdom
$378K +$213K +880 +114%
EFH
1679
Eaton Financial Holdings
Florida
$378K – – –
PWM
1680
Paulson Wealth Management
Illinois
$376K +$12.6K +52 +3%
NW
1681
NewEdge Wealth
Pennsylvania
$376K -$2.44M -10,082 -86%
NCM
1682
Novare Capital Management
North Carolina
$376K -$104K -430 -21%
TTWM
1683
TCV Trust & Wealth Management
Virginia
$375K -$25.4K -105 -6%
BWM
1684
BNC Wealth Management
Oregon
$374K +$725 +3 +0.2%
APWM
1685
Atlas Private Wealth Management
New York
$374K -$5.8K -24 -1%
CNB
1686
Camden National Bank
Maine
$373K +$4.83K +20 +1%
HFM
1687
Harvest Fund Management
China
$373K -$411K -1,701 -51%
IAS
1688
Insigneo Advisory Services
Florida
$373K +$4.83K +20 +1%
SC
1689
Sepio Capital
Utah
$372K +$5.56K +23 +1%
AMM
1690
American Money Management
California
$372K +$967 +4 +0.2%
MIP
1691
Marietta Investment Partners
Wisconsin
$372K – – –
SFG
1692
Sunburst Financial Group
Alabama
$371K -$11.4K -47 -3%
WA
1693
Wealth Alliance
New York
$370K +$2.9K +12 +0.7%
BRA
1694
Bender Robert & Associates
California
$370K – – –
TWM
1695
Thrive Wealth Management
Pennsylvania
$370K +$90.4K +374 +30%
SWMG
1696
Sanchez Wealth Management Group
Florida
$369K +$1.93K +8 +0.5%
AC
1697
Addison Capital
Pennsylvania
$369K +$17.4K +72 +5%
GBT
1698
Grove Bank & Trust
Florida
$368K -$38K -157 -9%
WMA
1699
Wealth Management Associates
New Jersey
$368K +$10.9K +45 +3%
VBFG
1700
Vishria Bird Financial Group
Tennessee
$368K – – –
66 67
68
69 70