Caterpillar Inc

01

Full Sail Capital, LLC

5.08% ↑ +3.8pp

α +11.3pts

02

River Road Asset Management, LLC

4.39% ↑ +1.3pp

α +12.9pts

03

Mountain Hill Investment Partners Corp.

2.99% NEW

α +15.0pts

04

Wincap Financial LLC

1.97% held

α +14.0pts

05

Fiduciary Alliance LLC

1.90% NEW

α +16.8pts

06

Blue Grotto Capital, LLC

1.69% held

α +12.7pts

07

Kieckhefer Group LLC

1.58% held

α +13.5pts

08

Greenwich Wealth Management LLC

1.40% held

α +12.7pts

09

Oxford Asset Management LLP

1.18% held

α +10.3pts

10

Stillwater LLC

1.07% held

α +22.0pts

11

Heights Capital Management, Inc.

0.93% held

α +23.4pts

12

Savoie Capital LLC

0.86% held

α +20.1pts

13

ANTIPODES PARTNERS Ltd

0.78% held

α +10.8pts

14

Toews Corp.

0.69% held

α +11.9pts

15

Collier Financial

0.65% held

α +14.2pts

16

Long Island Wealth Management, Inc.

0.58% held

α +21.8pts

17

CV Advisors LLC

0.53% held

α +29.1pts

18

ADAR1 Capital Management, LLC

0.50% held

α +74.0pts

19

Commerzbank Aktiengesellschaft

0.49% held

α +12.7pts

20

Explore Capital Management, LLC

0.45% held

α +15.5pts

21

PCJ Investment Counsel Ltd.

0.38% held

α +18.9pts

22

Tandem Wealth Advisors LLC

0.37% held

α +14.1pts

23

Varde Management, L.P.

0.34% held

α +22.7pts

24

Hazelview Securities Inc.

0.34% held

α +13.6pts

25

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

0.33% held

α +13.4pts

26

Quarry LP

0.31% held

α +10.6pts

27

Vista Investment Partners LLC

0.27% NEW

α +10.8pts

28

TABR Capital Management, LLC

0.26% NEW

α +13.6pts

29

Burgundy Asset Management Ltd.

0.24% held

α +10.8pts

30

Soleus Capital Management, L.P.

0.23% held

α +16.0pts

31

Wilmar Advisors LLC

0.23% held

α +11.4pts

32

Barnett & Company, Inc.

0.21% held

α +12.6pts

33

Caption Management, LLC

0.21% held

α +15.5pts

34

Hamel Associates, Inc.

0.20% held

α +12.3pts

35

Quarry Hill Advisors, LLC

0.20% NEW

α +11.4pts

36

Semper Augustus Investments Group LLC

0.17% held

α +11.6pts

37

Central Asset Investments & Management Holdings (HK) Ltd

0.13% held

α +14.3pts

38

Principia Wealth Advisory, LLC

0.13% held

α +14.9pts

39

Merrion Investment Management Co, LLC

0.13% NEW

α +16.0pts

40

Vestal Point Capital, LP

0.12% held

α +16.2pts

41

Resolute Advisors LLC

0.12% NEW

α +53.0pts

42

Bellevue Group AG

0.12% NEW

α +12.2pts

43

Laidlaw Wealth Management LLC

0.12% NEW

α +11.1pts

44

Anchorage Capital Advisors, L.P.

0.12% held

α +11.3pts

45

Sharpepoint LLC

0.11% held

α +11.4pts

46

Banco Santander, S.A.

0.10% NEW

α +12.6pts

47

RiverPark Advisors, LLC

0.10% NEW

α +21.5pts

48

Legend Financial Advisors, Inc.

0.10% held

α +12.3pts

49

Mediatel Partners

0.09% held

α +10.9pts

50

Impact Partnership Wealth, LLC

0.08% held

α +10.3pts

51

Sparta 24 Ltd.

0.08% held

α +10.6pts

52

Cypress Capital Group

0.08% held

α +12.6pts

53

Piper Sandler & Co.

0.08% held

α +23.9pts

54

Svb Wealth LLC

0.07% held

α +29.6pts

55

Knightsbridge Asset Management, LLC

0.07% held

α +24.2pts

56

Cacti Asset Management LLC

0.07% held

α +12.7pts

57

D L Carlson Investment Group Inc.

0.06% held

α +17.7pts

58

Scopia Capital Management LP

0.06% held

α +10.2pts

59

Shufro Rose & Co. LLC

0.06% held

α +32.3pts

60

LM Advisors LLC

0.05% held

α +15.5pts

61

NerdWallet Wealth Partners, LLC

0.05% held

α +11.3pts

62

Palo Alto Wealth Advisors, LLC

0.04% held

α +20.0pts

63

Eventide Asset Management, LLC

0.04% held

α +22.5pts

64

Connor, Clark & Lunn Investment Management Ltd.

0.03% held

α +12.3pts

65

Corsicana & Co.

0.02% held

α +20.0pts

66

Duquesne Family Office LLC Stanley Druckenmiller

0.01% held

α +25.4pts

67

Banque Pictet & Cie SA

0.01% held

α +10.3pts

68

Wellington Management Group LLP

0.00% held

α +10.5pts