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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
1851
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$634K +$388 +1 +0.1%
MME
1852
Meag Munich Ergo
Germany
$634K – – –
FA
1853
Fiduciary Alliance
South Carolina
$633K +$216K +558 +47%
AWP
1854
Abacus Wealth Partners
California
$633K – – –
NG
1855
Novem Group
New York
$630K +$674K +1,737 New
LI
1856
Lafayette Investments
Maryland
$630K +$111K +286 +20%
FC
1857
Forte Capital
New York
$629K -$3.88K -10 -0.6%
A
1858
AlphaQuest
New York
$629K +$446K +1,149 +197%
ML
1859
McAdam LLC
Pennsylvania
$628K +$340K +876 +102%
LWM
1860
Lakeridge Wealth Management
Ohio
$626K +$1.55K +4 +0.2%
RMAM
1861
Raab & Moskowitz Asset Management
New Jersey
$624K -$3.88K -10 -0.6%
BW
1862
Bison Wealth
Georgia
$624K -$325K -839 -33%
CCM
1863
Check Capital Management
California
$623K – – –
SMWM
1864
Silvia McColl Wealth Management
California
$622K – – –
PWM
1865
PBMares Wealth Management
Virginia
$621K -$96.6K -249 -13%
CG
1866
Clarus Group
Texas
$621K +$388 +1 +0.1%
THCM
1867
Taylor Hoffman Capital Management
Virginia
$621K – – –
CA
1868
Cornerstone Advisory
Maryland
$620K +$15.5K +40 +2%
AIM
1869
Athena Investment Management
California
$620K -$53.1K -137 -7%
JMFC
1870
J.M. Forbes & Co
Massachusetts
$617K +$153K +394 +30%
PL
1871
Perpetual Ltd
Australia
$617K – – –
DWM
1872
Dogwood Wealth Management
Kansas
$616K +$150K +386 +29%
BCG
1873
Breakwater Capital Group
New Jersey
$616K +$1.94K +5 +0.3%
IC
1874
Iconiq Capital
California
$616K +$181K +467 +38%
CANY
1875
Caxton Associates (New York)
New York
$616K +$162K +417 +33%
73 74
75
76 77