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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IFU
1701
iSAM Funds (UK)
United Kingdom
$398K +$361K +1,617 New
WMA
1702
Wealth Management Associates
New Jersey
$396K +$223 +1 +0.1%
VBFG
1703
Vishria Bird Financial Group
Tennessee
$395K – – –
QT
1704
Quantbot Technologies
New York
$394K -$2.6M -11,674 -88%
NA
1705
Navellier & Associates
Nevada
$394K -$535K -2,400 -60%
ICM
1706
IMS Capital Management
Oregon
$394K – – –
PWP
1707
Pursue Wealth Partners
California
$394K – – –
WMG
1708
WESCAP Management Group
California
$394K – – –
NW
1709
NewEdge Wealth
Pennsylvania
$392K -$10.9K -49 -3%
FFG
1710
Frisch Financial Group
New York
$392K +$2.01K +9 +0.6%
OA
1711
Operose Advisors
Wisconsin
$392K +$3.79K +17 +1%
TBNY
1712
Trustco Bank (New York)
New York
$391K – – –
BAM
1713
Belpointe Asset Management
Nevada
$391K -$1.13M -5,084 -76%
BWM
1714
BNC Wealth Management
Oregon
$391K -$10K -45 -3%
RWM
1715
RKL Wealth Management
Pennsylvania
$390K +$4.68K +21 +1%
CWM
1716
C2C Wealth Management
Arizona
$389K – – –
MWP
1717
Meredith Wealth Planning
Illinois
$389K – – –
AC
1718
Avestar Capital
New York
$387K +$35.7K +160 +11%
TTWM
1719
TCV Trust & Wealth Management
Virginia
$387K -$14.9K -67 -4%
CFCI
1720
Comprehensive Financial Consultants Institutional
Indiana
$387K +$669 +3 +0.2%
DIA
1721
Davidson Investment Advisors
Montana
$386K – – –
WPC
1722
Waters Parkerson & Co
Louisiana
$385K – – –
TA
1723
TFG Advisers
Michigan
$384K +$20.1K +90 +6%
MCP
1724
Mirador Capital Partners
California
$383K +$347K +1,555 New
ZIG
1725
Zullo Investment Group
Pennsylvania
$382K +$7.8K +35 +2%
67 68
69
70 71