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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
Harris Associates
1701
Harris Associates
Illinois
$1.38M
7WCP
1702
71 West Capital Partners
Massachusetts
$1.37M +$1.33M +2,400 New
CM
1703
Caption Management
Oklahoma
$1.37M +$1.33M +2,400 New
NSAM
1704
North Star Asset Management
Wisconsin
$1.37M +$55.6K +100 +4%
AWMT
1705
AAFMAA Wealth Management & Trust
North Carolina
$1.37M -$761K -1,370 -36%
SAM
1706
Seelaus Asset Management
New Jersey
$1.37M -$41.7K -75 -3%
IBOK
1707
Independence Bank of Kentucky
Kentucky
$1.37M +$91.2K +164 +7%
SAM
1708
Sompo Asset Management
Japan
$1.36M -$38.9K -70 -3%
SIC
1709
SJS Investment Consulting
Ohio
$1.36M +$30.6K +55 +2%
APA
1710
Astoria Portfolio Advisors
New York
$1.36M +$141K +254 +16%
CPA
1711
Capital Planning Advisors
California
$1.36M -$109K -196 -8%
QPWM
1712
Quadrant Private Wealth Management
Pennsylvania
$1.36M +$108K +195 +9%
FFG
1713
Fortem Financial Group
California
$1.36M +$335K +603 +34%
LRIA
1714
Leonard Rickey Investment Advisors
Washington
$1.35M +$1.31M +2,365 New
LC
1715
Lincoln Capital
Nebraska
$1.35M
WP
1716
Waycross Partners
Kentucky
$1.35M -$195K -350 -13%
ICP
1717
Interchange Capital Partners
Pennsylvania
$1.34M +$419K +754 +47%
CAM
1718
Cidel Asset Management
Ontario, Canada
$1.34M -$67.3K -121 -5%
CCIA
1719
Campbell & Co Investment Adviser
Maryland
$1.34M +$1.3M +2,341 New
RW
1720
REDW Wealth
New Mexico
$1.34M -$45K -81 -3%
CFCS
1721
CDM Financial Counseling Services
Connecticut
$1.34M +$1.3M +2,335 New
UAS
1722
United Asset Strategies
New York
$1.34M -$73.4K -132 -5%
CC
1723
Constitution Capital
Connecticut
$1.33M +$55.6K +100 +4%
CTA
1724
Chesley Taft & Associates
Illinois
$1.33M +$694K +1,249 +116%
PHIC
1725
Pine Haven Investment Counsel
Massachusetts
$1.33M -$23.9K -43 -2%