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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1876
Andina Capital Management
Utah
$582K +$53.9K +156 +12%
RA
1877
Rise Advisors
New York
$582K +$14.8K +43 +3%
SCA
1878
Sandy Cove Advisors
Massachusetts
$580K +$16.9K +49 +3%
GBT
1879
Grove Bank & Trust
Florida
$580K -$14.8K -43 -3%
SPL
1880
Smart Portfolios LLC
Washington
$579K +$5.53K +16 +1%
LCM
1881
Leisure Capital Management
California
$578K +$23.1K +67 +5%
CH
1882
Cromwell Holdings
Wyoming
$577K – – –
ICM
1883
IMS Capital Management
Oregon
$577K – – –
APW
1884
Acima Private Wealth
Virginia
$576K – – –
TTWM
1885
TCV Trust & Wealth Management
Virginia
$576K -$31.1K -90 -6%
CPC
1886
Congress Park Capital
New York
$575K – – –
HC
1887
Hara Capital
Washington
$573K – – –
DIP
1888
Davis Investment Partners
North Carolina
$570K -$2.76K -8 -0.5%
SWA
1889
SFMG Wealth Advisors
Texas
$570K +$17.6K +51 +4%
WGC
1890
Watts Gwilliam & Co
Arizona
$570K +$507K +1,469 New
FHB
1891
First Hawaiian Bank
Hawaii
$569K +$271K +784 +117%
HCP
1892
Hardin Capital Partners
South Carolina
$569K -$5.53K -16 -1%
ACM
1893
AlphaStar Capital Management
North Carolina
$569K +$130K +376 +35%
LI
1894
Lafayette Investments
Maryland
$567K – – –
TVAMP
1895
Tennessee Valley Asset Management Partners
Tennessee
$567K -$102K -295 -17%
NFG
1896
Nadler Financial Group
Illinois
$566K – – –
WDA
1897
Wendell David Associates
New Hampshire
$564K – – –
CW
1898
Channel Wealth
California
$564K – – –
SWM
1899
Seed Wealth Management
Illinois
$563K – – –
SSA
1900
South Street Advisors
New York
$563K – – –
74 75
76
77 78