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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
XT
2326
XTX Topco
Cayman Islands
$346K -$5.77M -14,888 -94%
CP
2327
Clarendon Private
Massachusetts
$346K +$370K +953 New
JF
2328
JSF Financial
California
$345K +$124K +320 +51%
CVA
2329
Central Valley Advisors
California
$345K +$23.3K +60 +7%
MVA
2330
Mount Vernon Associates
Maryland
$345K – – –
HFS
2331
Heritage Financial Services
Massachusetts
$345K +$16.3K +42 +5%
FUBT
2332
First United Bank & Trust
Maryland
$345K -$12.8K -33 -3%
AFM
2333
Abbot Financial Management
Massachusetts
$345K – – –
DOA
2334
D'Orazio & Associates
Virginia
$344K +$40.3K +104 +12%
R
2335
Rebalance
California
$344K +$47.3K +122 +15%
KFGK
2336
Keystone Financial Group (Kentucky)
Kentucky
$343K +$388 +1 +0.1%
3F
2337
360 Financial
Minnesota
$343K – – –
BBNB
2338
Baker Boyer National Bank
Washington
$343K – – –
CF
2339
Cyr Financial
Illinois
$341K +$365K +941 New
WDG
2340
Wealth Dimensions Group
Ohio
$341K +$61.7K +159 +20%
HCA
2341
Horan Capital Advisors
Ohio
$341K – – –
HB
2342
HTLF Bank
Colorado
$341K -$97.7K -252 -21%
MCA
2343
Magnolia Capital Advisors
Mississippi
$341K +$42.3K +109 +13%
KCFA
2344
Key Client Fiduciary Advisors
New Jersey
$341K +$16.7K +43 +5%
BPW
2345
Bingham Private Wealth
California
$340K +$364K +938 New
WMN
2346
Wealth Management Nebraska
Nebraska
$340K +$363K +937 New
WI
2347
Wedgewood Investors
Pennsylvania
$338K – – –
SPWG
2348
Syntegra Private Wealth Group
Missouri
$338K +$361K +932 New
TIM
2349
Tortoise Investment Management
New York
$338K -$70.6K -182 -16%
MS
2350
Maven Securities
Jersey
$337K -$126K -325 -26%
92 93
94
95 96