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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
976
Rothschild Investment LLC
Illinois
$1.45M -$21.8K -90 -1%
CI
977
Cigna Investments
Connecticut
$1.45M -$33.4K -138 -2%
WWM
978
Western Wealth Management
Colorado
$1.44M +$56.8K +235 +4%
GSB
979
Greenfield Savings Bank
Massachusetts
$1.44M +$36.5K +151 +2%
WA
980
WBH Advisory
Maryland
$1.44M +$1.52M +6,305 New
PWM
981
Palumbo Wealth Management
New York
$1.44M +$42.8K +177 +3%
RIA
982
Realta Investment Advisors
Delaware
$1.44M +$38.7K +160 +3%
CAM
983
Costello Asset Management
Pennsylvania
$1.44M -$171K -708 -10%
HTC
984
Haverford Trust Company
Pennsylvania
$1.43M +$51.7K +214 +4%
CAM
985
Cozad Asset Management
Illinois
$1.43M +$2.42K +10 +0.2%
CST
986
Charles Schwab Trust
Nevada
$1.43M – – –
CWA
987
CM Wealth Advisors
Ohio
$1.43M +$1.59M +6,557 New
WPW
988
Watershed Private Wealth
Illinois
$1.42M – – –
FPCP
989
Fort Point Capital Partners
California
$1.42M +$42.5K +176 +3%
IHL
990
Investment House LLC
California
$1.42M +$24.2K +100 +2%
GW
991
GW & Wade
Massachusetts
$1.42M -$36.7K -152 -2%
RWA
992
River Wealth Advisors
Pennsylvania
$1.41M -$28.3K -117 -2%
PWPS
993
Pinnacle Wealth Planning Services
Ohio
$1.41M +$503K +2,079 +51%
SIG
994
Sargent Investment Group
Maryland
$1.41M -$55.1K -228 -4%
TAM
995
Titleist Asset Management
Texas
$1.41M +$1.49M +6,151 New
MWM
996
Mattern Wealth Management
Kansas
$1.4M -$24.2K -100 -2%
IW
997
Imprint Wealth
South Carolina
$1.4M +$1.48M +6,132 New
AIA
998
Affinity Investment Advisors
California
$1.39M -$362K -1,499 -20%
IAIM
999
Industrial Alliance Investment Management
Quebec, Canada
$1.39M -$2.18M -9,015 -60%
JIP
1000
Jaffetilchin Investment Partners
Florida
$1.38M -$3.87K -16 -0.3%
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