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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1426
Joel Isaacson & Co
New York
$745K +$271 +1 +0%
HA
1427
Hamel Associates
New Jersey
$740K – – –
TIMH
1428
Tilt Investment Management Holdings
New York
$738K – – –
LAM
1429
Lakewood Asset Management
Illinois
$738K +$1.9K +7 +0.3%
HWA
1430
Heartwood Wealth Advisors
Virginia
$738K +$136K +500 +23%
HCA
1431
Heck Capital Advisors
Wisconsin
$737K -$153K -564 -17%
WP
1432
Waycross Partners
Kentucky
$737K – – –
WCM
1433
Washburn Capital Management
Florida
$734K +$248K +915 +52%
M1FG
1434
Mach-1 Financial Group
Arkansas
$734K +$729K +2,687 New
WF
1435
Wayfinding Financial
Washington
$733K +$4.34K +16 +0.6%
WDL
1436
Well Done LLC
Michigan
$731K +$1.63K +6 +0.2%
WCM
1437
Windsor Capital Management
Arizona
$730K -$22.8K -84 -3%
CT
1438
Chicago Trust
Illinois
$730K +$82.7K +305 +13%
OFG
1439
OmniStar Financial Group
North Carolina
$729K -$126K -466 -15%
WP
1440
Westmount Partners
California
$727K +$8.14K +30 +1%
AA
1441
Ancora Advisors
Ohio
$726K – – –
AP
1442
Appleton Partners
Massachusetts
$724K -$8.95K -33 -1%
RFG
1443
Range Financial Group
Oregon
$723K +$15.2K +56 +2%
NG
1444
Northstar Group
New York
$722K – – –
PWM
1445
Palumbo Wealth Management
New York
$721K -$543 -2 -0.1%
CAM
1446
Close Asset Management
United Kingdom
$721K +$269K +990 +60%
KFC
1447
Klingenstein Fields & Co
New York
$720K +$716K +2,639 New
CC
1448
Courier Capital
New York
$719K – – –
FIM
1449
Fernwood Investment Management
Massachusetts
$712K -$20.3K -75 -3%
PHIC
1450
Pine Haven Investment Counsel
Massachusetts
$710K -$23.1K -85 -3%
56 57
58
59 60