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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2026
Arjuna Capital
North Carolina
– -$1.07M -5,985 Closed
EWA
2027
EP Wealth Advisors
California
– -$1.04M -5,802 Closed
RGI
2028
River Global Investors
United Kingdom
– -$856K -4,790 Closed
ESCM
2029
Echo Street Capital Management
New York
– -$832K -4,655 Closed
CPC
2030
Cookson Peirce & Co
Pennsylvania
– -$754K -4,220 Closed
MFP
2031
Meridian Financial Partners
Virginia
– -$739K -3,990 Closed
WAM
2032
WealthTrust Asset Management
Florida
– -$703K -3,932 Closed
MSU
2033
Mizuho Securities USA
New York
– -$641K -3,584 Closed
LNWTC
2034
Laird Norton Wetherby Trust Company
Washington
– -$608K -3,404 Closed
ARC
2035
Advisor Resource Council
Texas
– -$600K -3,352 Closed
SB
2036
Sunflower Bank
Texas
– -$572K -3,195 Closed
WCWM
2037
Willow Creek Wealth Management
California
– -$562K -3,142 Closed
DU
2038
Delphia (USA)
Ontario, Canada
– -$457K -2,555 Closed
WAS
2039
WESPAC Advisors SoCal
California
– -$446K -2,496 Closed
MM
2040
MQS Management
New York
– -$437K -2,442 Closed
CCA
2041
Childress Capital Advisors
Texas
– -$402K -2,247 Closed
GPFA
2042
Game Plan Financial Advisors
Ohio
– -$364K -2,045 Closed
WMA
2043
West Michigan Advisors
Michigan
– -$281K -2,042 Closed
BIP
2044
Blueprint Investment Partners
North Carolina
– -$352K -1,970 Closed
BC
2045
Barnett & Company
Tennessee
– -$344K -1,925 Closed
BCM
2046
Bayesian Capital Management
New York
– -$339K -1,897 Closed
CC
2047
Corton Capital
Ontario, Canada
– -$332K -1,860 Closed
WPW
2048
Warther Private Wealth
Ohio
– -$326K -1,829 Closed
OTL
2049
Oak Thistle LLC
New York
– -$321K -1,795 Closed
FAN
2050
Financial Advisors Network
California
– -$305K -1,706 Closed
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