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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ABTD
1876
Arvest Bank Trust Division
Oklahoma
$653K -$21K -63 -4%
DI
1877
Disciplined Investors
Texas
$652K +$6.67K +20 +1%
ZI
1878
ZEGA Investments
Florida
$651K -$137K -411 -20%
ESBC
1879
E.S. Barr & Co
Kentucky
$650K -$41.7K -125 -7%
HTIM
1880
Harbour Trust & Investment Management
Indiana
$650K – – –
BMCM
1881
Bryn Mawr Capital Management
Pennsylvania
$650K +$83K +249 +17%
CLP
1882
Charis Legacy Partners
Texas
$648K – – –
RIA
1883
Regal Investment Advisors
Michigan
$648K +$6.67K +20 +1%
BIA
1884
Bigelow Investment Advisors
Maine
$648K +$15.7K +47 +3%
NG
1885
Novem Group
New York
$647K -$47K -141 -8%
RWA
1886
Redhawk Wealth Advisors
Minnesota
$646K +$17.7K +53 +3%
HCM
1887
Hilton Capital Management
New York
$646K – – –
OC
1888
Opinicus Capital
Florida
$645K +$343K +1,030 +163%
RCA
1889
Ranch Capital Advisors
Florida
$644K +$667 +2 +0.1%
SM
1890
Sweeney & Michel
California
$644K +$667 +2 +0.1%
ODA
1891
One Degree Advisors
California
$644K +$13K +39 +2%
CT
1892
Chicago Trust
Illinois
$643K +$230K +691 +72%
KA
1893
Kozak & Associates
Colorado
$643K +$2K +6 +0.4%
CF
1894
Claris Financial
Virginia
$642K +$164K +492 +42%
PA
1895
PSI Advisors
Florida
$642K -$75.7K -227 -12%
RDWM
1896
Red Door Wealth Management
Tennessee
$640K -$127K -380 -19%
WMWM
1897
Whitaker-Myers Wealth Managers
Ohio
$640K +$77K +231 +16%
TWM
1898
Tripletail Wealth Management
Florida
$639K +$522K +1,567 New
KWM
1899
Kaydan Wealth Management
Michigan
$638K -$11.3K -34 -2%
SFO
1900
Stokes Family Office
Louisiana
$638K -$8.33K -25 -1%
74 75
76
77 78