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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1851
Clearstead Trust
Maine
$563K -$35.6K -100 -6%
OWA
1852
Opal Wealth Advisors
New York
$562K -$23.5K -66 -4%
RFP
1853
Root Financial Partners
California
$561K -$97.2K -273 -14%
PL
1854
Perpetual Ltd
Australia
$561K – – –
CSA
1855
Cornerstone Select Advisors
Missouri
$561K +$2.14K +6 +0.4%
SCM
1856
Semanteon Capital Management
Massachusetts
$560K +$605K +1,698 New
SIA
1857
Strategic Investment Advisors
Michigan
$559K -$915K -2,568 -60%
OFP
1858
OFC Financial Planning
New Jersey
$559K – – –
YIA
1859
YHB Investment Advisors
Connecticut
$558K +$9.26K +26 +2%
AIM
1860
Athena Investment Management
California
$555K -$8.9K -25 -1%
RZH
1861
Relyea Zuckerberg Hanson
Connecticut
$555K -$2.49K -7 -0.4%
AWP
1862
Abacus Wealth Partners
California
$554K -$22.4K -63 -4%
SEIA
1863
Signature Estate & Investment Advisors
California
$554K +$15.7K +44 +3%
KWM
1864
Kaydan Wealth Management
Michigan
$553K – – –
HTIM
1865
Harbour Trust & Investment Management
Indiana
$552K -$49.5K -139 -8%
SWP
1866
Summit Wealth Partners
Florida
$552K – – –
OWM
1867
OneAscent Wealth Management
Alabama
$552K -$34.6K -97 -5%
PP
1868
Pacifica Partners
Canada
$551K – – –
CLP
1869
Charis Legacy Partners
Texas
$551K – – –
RIP
1870
Reliant Investment Partners
North Carolina
$551K – – –
SFO
1871
Stokes Family Office
Louisiana
$550K +$17.8K +50 +3%
HCM
1872
Hilton Capital Management
New York
$548K -$1.82M -5,120 -75%
WFI
1873
West Family Investments
California
$548K -$6.41K -18 -1%
DI
1874
Disciplined Investors
Texas
$548K +$356 +1 +0.1%
RCA
1875
Ranch Capital Advisors
Florida
$547K +$712 +2 +0.1%
73 74
75
76 77