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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1776
MOTCO
Texas
$70K – – –
KCM
1777
Kathmere Capital Management
Pennsylvania
$69K -$22.9K -135 -26%
BWP
1778
Baldwin Wealth Partners
Massachusetts
$68K – – –
LWM
1779
Liberty Wealth Management
California
$66K +$10.3K +61 +20%
PWA
1780
Phoenix Wealth Advisors
North Carolina
$66K +$61.7K +364 New
OPW
1781
Oxler Private Wealth
New York
$65K +$61K +360 New
SC
1782
Steph & Co
Wisconsin
$64K – – –
MFA
1783
McClarren Financial Advisors
Pennsylvania
$64K +$61.2K +361 New
BFG
1784
Baron Financial Group
New Jersey
$63.7K – – –
DSC
1785
Duncker Streett & Co
Missouri
$63K – – –
TC
1786
Tacita Capital
Ontario, Canada
$63K +$58.5K +345 New
CFO
1787
CVA Family Office
Colorado
$62K -$14.2K -84 -20%
CA
1788
Centerpoint Advisors
Massachusetts
$62K – – –
EI
1789
Ellevest Inc
New York
$62K +$57.8K +341 New
APWA
1790
Atlas Private Wealth Advisors
New Jersey
$61K +$1.53K +9 +3%
H
1791
Hexavest
Quebec, Canada
$59K -$44.9K -265 -45%
SLF
1792
Sun Life Financial
Ontario, Canada
$59K -$339 -2 -0.6%
JFA
1793
JNBA Financial Advisors
Minnesota
$58K – – –
BSSFA
1794
Baron Silver Stevens Financial Advisors
Florida
$58K +$54.8K +323 New
CTFG
1795
Capstone Triton Financial Group
Oklahoma
$56K +$51.7K +305 New
TCWA
1796
Ten Capital Wealth Advisors
Washington
$56K +$51.9K +306 New
MFM
1797
MD Financial Management
Ontario, Canada
$56K +$52.6K +310 New
TF
1798
TimeScale Financial
Massachusetts
$55K +$170 +1 +0.3%
PFO
1799
Pathstone Family Office
New Jersey
$55K +$4.07K +24 +9%
SQA
1800
Simon Quick Advisors
New Jersey
$55K +$39.5K +233 +348%
70 71
72
73 74