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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1751
Resonant Capital Advisors
Wisconsin
$689K +$25.2K +73 +4%
CUAMC
1752
China Universal Asset Management Company
China
$687K +$340K +984 +127%
CA
1753
Claro Advisors
Massachusetts
$686K +$46.6K +135 +8%
BWP
1754
Baldwin Wealth Partners
Massachusetts
$684K +$241K +697 +66%
CCG
1755
Coastwise Capital Group
California
$684K +$2.07K +6 +0.3%
COCM
1756
Charter Oak Capital Management
New Hampshire
$684K +$108K +313 +22%
SIAP
1757
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$684K +$345 +1 +0.1%
MME
1758
Meag Munich Ergo
Germany
$683K +$301K +871 +99%
FC
1759
Forte Capital
New York
$682K +$22.1K +64 +4%
AWP
1760
Abacus Wealth Partners
California
$682K -$2.76K -8 -0.5%
CIM
1761
Chiron Investment Management
New York
$681K +$601K +1,740 New
BFA
1762
Beaumont Financial Advisors
Massachusetts
$679K +$1.38K +4 +0.2%
CF
1763
Copperwynd Financial
Arizona
$678K +$161K +465 +37%
RMAM
1764
Raab & Moskowitz Asset Management
New Jersey
$677K -$5.18K -15 -0.9%
LCM
1765
LVM Capital Management
Michigan
$675K – – –
LWM
1766
Lakeridge Wealth Management
Ohio
$674K -$2.42K -7 -0.4%
CCM
1767
Check Capital Management
California
$672K – – –
SMWM
1768
Silvia McColl Wealth Management
California
$671K – – –
YIA
1769
YHB Investment Advisors
Connecticut
$671K -$17.3K -50 -3%
CA
1770
Cornerstone Advisory
Maryland
$671K +$15.5K +45 +3%
SFO
1771
Stokes Family Office
Louisiana
$671K -$44.9K -130 -7%
CG
1772
Clarus Group
Texas
$669K -$267K -773 -31%
USB
1773
Union Savings Bank
Connecticut
$667K -$25.9K -75 -4%
SIS
1774
Sound Income Strategies
Florida
$666K -$4.14K -12 -0.7%
EWM
1775
Evermay Wealth Management
Virginia
$666K – – –
69 70
71
72 73