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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1726
Perpetual Ltd
Australia
$1.66M +$181K +261 +13%
SSA
1727
Shepherd Street Advisors
California
$1.65M -$60.3K -87 -4%
CC
1728
Constitution Capital
Connecticut
$1.65M – – –
VCM
1729
Versant Capital Management
Arizona
$1.65M +$383K +553 +31%
TTIC
1730
Tower Trust & Investment Company
Iowa
$1.64M -$157K -227 -9%
SMBT
1731
Southern Michigan Bank & Trust
Michigan
$1.64M +$1.61M +2,320 New
BNA
1732
BankChampaign National Association
Illinois
$1.64M -$79.7K -115 -5%
SPF
1733
South Plains Financial
Texas
$1.64M +$85.2K +123 +6%
LSIA
1734
LaSalle St. Investment Advisors
Illinois
$1.63M +$148K +213 +10%
FWP
1735
Firethorn Wealth Partners
Georgia
$1.63M -$92.1K -133 -5%
HCP
1736
Hexagon Capital Partners
Arkansas
$1.63M +$1.59M +2,295 New
UAS
1737
United Asset Strategies
New York
$1.63M -$27K -39 -2%
TPW
1738
Talon Private Wealth
Florida
$1.62M +$1.59M +2,294 New
TC
1739
TFR Capital
Texas
$1.62M +$72K +104 +5%
CFA
1740
Cahill Financial Advisors
Minnesota
$1.62M +$2.08K +3 +0.1%
AWMT
1741
AAFMAA Wealth Management & Trust
North Carolina
$1.62M -$78.3K -113 -5%
HGWM
1742
Horst & Graben Wealth Management
Oregon
$1.62M +$20.1K +29 +2%
CA
1743
Capital Advantage
California
$1.62M – – –
OWP
1744
ORG Wealth Partners
Texas
$1.61M -$20.1K -29 -1%
CAL
1745
Capital Analysts LLC
Pennsylvania
$1.61M -$248K -358 -14%
AIM
1746
Advyzon Investment Management
Illinois
$1.61M +$170K +246 +12%
WDL
1747
Well Done LLC
Michigan
$1.61M -$254K -367 -14%
HCM
1748
Howard Capital Management
Georgia
$1.61M -$1.12M -1,621 -42%
GIA
1749
GHP Investment Advisors
Colorado
$1.61M -$6.93K -10 -0.4%
CPA
1750
Capital Performance Advisors
California
$1.6M +$63.7K +92 +4%
68 69
70
71 72