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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
1901
Transcendent Capital Group
Oklahoma
$598K +$126K +324 +24%
AP
1902
Appleton Partners
Massachusetts
$596K +$388 +1 +0.1%
UBV
1903
United Bank (Virginia)
Virginia
$595K -$19.4K -50 -3%
AG
1904
Ascent Group
Virginia
$595K +$194K +501 +44%
ACM
1905
Arcataur Capital Management
Wisconsin
$594K -$3.88K -10 -0.6%
CHA
1906
Cooper/Haims Advisors
New York
$593K – – –
SEIA
1907
Signature Estate & Investment Advisors
California
$593K -$140K -362 -18%
UWS
1908
Unique Wealth Strategies
Illinois
$593K +$634K +1,635 New
VHAM
1909
Van Hulzen Asset Management
California
$593K +$22.5K +58 +4%
WA
1910
Wealth Alliance
New York
$592K +$83.4K +215 +15%
SIA
1911
Soltis Investment Advisors
Utah
$591K +$88.4K +228 +16%
SFO
1912
Stokes Family Office
Louisiana
$587K -$37.6K -97 -6%
ODA
1913
One Degree Advisors
California
$585K – – –
MA
1914
MJP Associates
Connecticut
$584K +$240K +618 +62%
RWA
1915
Redhawk Wealth Advisors
Minnesota
$584K +$379K +978 +155%
VBFG
1916
Vishria Bird Financial Group
Tennessee
$583K – – –
MCWA
1917
Meadow Creek Wealth Advisors
Georgia
$582K +$1.94K +5 +0.3%
PWP
1918
Pursue Wealth Partners
California
$580K – – –
BOTPPF
1919
Board of the Pension Protection Fund
United Kingdom
$580K +$621K +1,600 New
PDM
1920
Penn Davis McFarland
Texas
$580K +$621K +1,600 New
WA
1921
WealthTrust Axiom
Pennsylvania
$580K -$5.82K -15 -0.9%
BB
1922
Bell Bank
North Dakota
$580K -$1.16K -3 -0.2%
AW
1923
Alteri Wealth
California
$580K +$620K +1,598 New
BEAM
1924
Baker Ellis Asset Management
Washington
$579K -$38.8K -100 -6%
PPA
1925
Pacific Point Advisors
California
$579K +$621K +1,600 New
75 76
77
78 79