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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
2126
Hudson Valley Investment Advisors
New York
$819K -$667K -1,200 -46%
DIA
2127
Davidson Investment Advisors
Montana
$819K +$72.3K +130 +10%
QL
2128
Quarry LP
New York
$818K +$342K +616 +76%
EAM
2129
Empirical Asset Management
Massachusetts
$818K -$3.33K -6 -0.2%
VAM
2130
Verity Asset Management
North Carolina
$817K -$472K -849 -37%
BF
2131
Blankinship & Foster
California
$817K – – –
UWP
2132
Uniting Wealth Partners
Kansas
$816K -$41.1K -74 -5%
GSAM
2133
Grant Street Asset Management
Pennsylvania
$815K +$16.1K +29 +2%
OL
2134
OneFund LLC
Florida
$815K +$38.4K +69 +5%
FDCP
2135
Foster Dykema Cabot & Partners
Massachusetts
$812K -$67.8K -122 -8%
CAM
2136
Clark Asset Management
New Hampshire
$812K +$11.1K +20 +1%
FFA
2137
Fi3 Financial Advisors
Indiana
$811K +$40.6K +73 +5%
VFG
2138
Victory Financial Group
Texas
$810K +$24.5K +44 +3%
CT
2139
Clearstead Trust
Maine
$810K -$45K -81 -5%
LCAM
2140
London & Capital Asset Management
United Kingdom
$809K +$785K +1,413 New
IIL
2141
Income Insurance Ltd
$807K +$783K +1,409 New
HW
2142
HORAN Wealth
Ohio
$805K +$212K +382 +37%
BWM
2143
BankPlus Wealth Management
Mississippi
$804K -$2.78K -5 -0.4%
PVM
2144
Palogic Value Management
Texas
$804K -$2.22K -4 -0.3%
OCBCO
2145
Oversea-Chinese Banking Corp (OCBC)
Singapore
$804K – – –
CFM
2146
Catalyst Funds Management
Australia
$802K -$556K -1,000 -42%
APW
2147
Acima Private Wealth
Virginia
$802K – – –
MCG
2148
McCollum Christoferson Group
New York
$802K – – –
AW
2149
Apricus Wealth
South Carolina
$799K – – –
BWP
2150
Balboa Wealth Partners
Arizona
$797K +$187K +336 +32%
84 85
86
87 88