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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2026
Transamerica Financial Advisors
Florida
$1K +$693 +3 New
TAF
2027
Tredje AP-fonden
Sweden
– -$29.7M -128,030 Closed
AWG
2028
Alpha Wave Global
New York
– -$26.4M -113,847 Closed
Parallax Volatility Advisers
2029
Parallax Volatility Advisers
California
– -$21.4M -92,478 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
2030
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$19.4M -83,732 Closed
MCM
2031
Moore Capital Management
New York
– -$13.2M -56,907 Closed
TCM
2032
Thames Capital Management
New Jersey
– -$10.8M -46,377 Closed
WIA
2033
Wealthstreet Investment Advisors
Texas
– -$8.96M -38,645 Closed
NFAM
2034
North Fourth Asset Management
New Jersey
– -$8.77M -37,800 Closed
RGI
2035
River Global Investors
United Kingdom
– -$7.79M -33,548 Closed
EWM
2036
Edge Wealth Management
New York
– -$7.24M -31,204 Closed
ACM
2037
Axel Capital Management
New York
– -$6.96M -30,000 Closed
BCM
2038
Barometer Capital Management
Ontario, Canada
– -$6.37M -27,600 Closed
WMSA
2039
Weiss Multi-Strategy Advisers
New York
– -$6.23M -26,882 Closed
AC
2040
Albar Capital
United Kingdom
– -$5.44M -23,465 Closed
SFM
2041
Signet Financial Management
New Jersey
– -$5.3M -22,846 Closed
RF
2042
Robbins Farley
New Hampshire
– -$4.24M -17,474 Closed
DA
2043
Duality Advisers
Florida
– -$3.84M -16,580 Closed
SFS
2044
Sowell Financial Services
Arkansas
– -$3.64M -15,349 Closed
WG
2045
Winton Group
United Kingdom
– -$3.01M -12,985 Closed
VFA
2046
Voya Financial Advisors
Connecticut
– -$2.92M -12,519 Closed
QSS
2047
Quantitative Systematic Strategies
Florida
– -$2.68M -11,563 Closed
DRS
2048
Deane Retirement Strategies
Louisiana
– -$2.64M -11,363 Closed
SC
2049
Stolper & Co
Oklahoma
– -$2.3M -9,908 Closed
FMI
2050
F/M Investments
District of Columbia
– -$2.24M -9,647 Closed