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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
2101
Oak Asset Management
California
– -$1.58M -7,076 Closed
SCA
2102
Southern Capital Advisors
Tennessee
– -$1.49M -6,693 Closed
SG
2103
StoneX Group
New York
– -$1.4M -6,299 Closed
BC
2104
Brookfield Corp
Ontario, Canada
– -$1.34M -6,012 Closed
DA
2105
Duality Advisers
Florida
– -$1.29M -5,809 Closed
DF
2106
Donoghue Forlines
Massachusetts
– -$1.29M -5,778 Closed
FC
2107
FORA Capital
Florida
– -$1.16M -5,219 Closed
JCA
2108
Jade Capital Advisors
New Jersey
– -$1.11M -5,003 Closed
HT
2109
HighTower Trust
Texas
– -$1.11M -4,985 Closed
VCM
2110
Virtue Capital Management
Tennessee
– -$863K -3,874 Closed
RFM
2111
Royal Fund Management
Florida
– -$839K -3,769 Closed
JWM
2112
Jackson Wealth Management
Florida
– -$752K -3,374 Closed
QTM
2113
qPULA Trading Management
New York
– -$735K -3,299 Closed
TA
2114
Tiedemann Advisors
New York
– -$692K -3,109 Closed
BFPW
2115
BOK Financial Private Wealth
Colorado
– -$645K -2,897 Closed
CI
2116
CPR Investments
Michigan
– -$587K -2,636 Closed
FI
2117
Fractal Investments
Connecticut
– -$575K -2,581 Closed
AA
2118
ALPS Advisors
Colorado
– -$502K -2,254 Closed
CCM
2119
Compton Capital Management
Rhode Island
– -$490K -2,200 Closed
KFA
2120
Krane Funds Advisors
New York
– -$479K -2,149 Closed
LIM
2121
Longfellow Investment Management
Massachusetts
– -$473K -2,119 Closed
SF
2122
Symphony Financial
Texas
– -$250K -2,093 Closed
CFA
2123
Camarda Financial Advisors
Florida
– -$434K -1,950 Closed
CCM
2124
Corsair Capital Management
New York
– -$430K -1,928 Closed
FPOC
2125
Financial Planners of Cleveland
Ohio
– -$427K -1,917 Closed
83 84
85
86 87