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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1751
Capital Analysts LLC
Pennsylvania
$2.37M -$49.2K -56 -2%
MNA
1752
Manning & Napier Advisors
New York
$2.36M -$25.5M -29,043 -93%
CCWM
1753
Cassaday & Co Wealth Management
Virginia
$2.35M +$65K +74 +3%
3IP
1754
3Chopt Investment Partners
Virginia
$2.35M +$173K +197 +10%
FWA
1755
FOCUS Wealth Advisors
Texas
$2.35M +$1.94M +2,211 New
HWM
1756
Horizon Wealth Management
Illinois
$2.35M +$1.76K +2 +0.1%
CCA
1757
Cadent Capital Advisors
Oklahoma
$2.35M +$1.57M +1,787 +425%
BPW
1758
BlueDoor Private Wealth
Massachusetts
$2.35M -$20.2K -23 -1%
AIA
1759
Affinity Investment Advisors
California
$2.35M -$299K -340 -13%
SCA
1760
Sippican Capital Advisors
Massachusetts
$2.34M – – –
AFO
1761
Arrowroot Family Office
California
$2.34M -$251K -286 -12%
TTIC
1762
Tower Trust & Investment Company
Iowa
$2.34M -$109K -124 -5%
SAG
1763
SageView Advisory Group
California
$2.34M +$64.1K +73 +3%
SFG
1764
Sovereign Financial Group
Connecticut
$2.34M +$52.7K +60 +3%
RL
1765
Retireful LLC
Michigan
$2.34M +$138K +157 +8%
VWM
1766
Vermillion Wealth Management
Minnesota
$2.34M -$637K -725 -25%
IAAG
1767
Innovative Asset Advisors Group
Connecticut
$2.33M +$51K +58 +3%
MWA
1768
Monograph Wealth Advisors
California
$2.33M +$27.2K +31 +1%
WAG
1769
Winthrop Advisory Group
Massachusetts
$2.33M +$99.3K +113 +5%
PAMG
1770
Patton Albertson Miller Group
Tennessee
$2.33M -$7.91K -9 -0.4%
CM
1771
Cercano Management
Washington
$2.32M – – –
VIA
1772
Virtus Investment Advisers
Connecticut
$2.31M +$1.91M +2,173 New
LCM
1773
LVM Capital Management
Michigan
$2.31M – – –
CFA
1774
Cahill Financial Advisors
Minnesota
$2.31M -$104K -118 -5%
RFS
1775
RM Financial Services
Maine
$2.3M -$29K -33 -2%
69 70
71
72 73