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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DGAM
1401
Desjardins Global Asset Management
Quebec, Canada
$671K +$20.5K +92 +3%
KFS
1402
Kaizen Financial Strategies
California
$671K -$1.56K -7 -0.3%
JIC
1403
Joel Isaacson & Co
New York
$671K +$446 +2 +0.1%
HA
1404
Hamel Associates
New Jersey
$668K -$1M -4,500 -62%
LOIP
1405
Live Oak Investment Partners
Texas
$668K – – –
MSWM
1406
McGlone Suttner Wealth Management
Wisconsin
$668K +$37K +166 +7%
CG
1407
Corundum Group
Colorado
$668K -$548K -2,458 -48%
SL
1408
Sentinus LLC
Illinois
$667K -$6.47K -29 -1%
MIC
1409
Means Investment Company
Maine
$666K +$205K +919 +51%
BS
1410
Bessemer Securities
New York
$666K -$423K -1,895 -41%
SS
1411
Sunbelt Securities
Texas
$666K +$3.79K +17 +0.6%
TIMH
1412
Tilt Investment Management Holdings
New York
$666K – – –
WP
1413
Waycross Partners
Kentucky
$664K – – –
LAM
1414
Lakewood Asset Management
Illinois
$663K +$2.01K +9 +0.3%
AP
1415
Appleton Partners
Massachusetts
$661K – – –
PHIC
1416
Pine Haven Investment Counsel
Massachusetts
$661K -$11.4K -51 -2%
FIM
1417
Fernwood Investment Management
Massachusetts
$660K -$33.2K -149 -5%
WC
1418
Weil Company
California
$660K +$281K +1,261 +89%
CCFCSB
1419
Cape Cod Five Cents Savings Bank
Massachusetts
$660K -$19.6K -88 -3%
BHBT
1420
Burke & Herbert Bank & Trust
Virginia
$659K -$348K -1,561 -37%
MA
1421
MONECO Advisors
Connecticut
$659K -$1.34K -6 -0.2%
WDL
1422
Well Done LLC
Michigan
$657K -$35.2K -158 -6%
IGWM
1423
ICA Group Wealth Management
Colorado
$657K -$2.16M -9,697 -78%
AA
1424
Ancora Advisors
Ohio
$655K +$2.23K +10 +0.4%
BHPW
1425
Beverly Hills Private Wealth
California
$654K +$45.5K +204 +9%
55 56
57
58 59