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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TIMH
1451
Tilt Investment Management Holdings
New York
$564K +$512K +2,353 New
HIM
1452
Hotaling Investment Management
Pennsylvania
$561K -$6.31K -29 -1%
AIM
1453
Athena Investment Management
California
$560K +$7.18K +33 +1%
AI
1454
Accredited Investors
Minnesota
$558K +$14.2K +65 +3%
P
1455
Pitcairn
Pennsylvania
$554K -$7.62K -35 -1%
DE
1456
Day & Ennis
Georgia
$553K +$435 +2 +0.1%
MWM
1457
Marion Wealth Management
Pennsylvania
$552K +$12.8K +59 +3%
MFC
1458
Mechanics Financial Corp
Ohio
$551K – – –
WAL
1459
W Advisors LLC
Tennessee
$547K -$57.9K -266 -10%
CC
1460
Corton Capital
Ontario, Canada
$544K +$495K +2,272 New
CCM
1461
Chimera Capital Management
New York
$543K +$494K +2,268 New
AWM
1462
Aberdeen Wealth Management
Illinois
$543K – – –
NEWAS
1463
N.E.W. Advisory Services
Wisconsin
$540K -$7.18K -33 -1%
HFG
1464
Heron Financial Group
New York
$540K -$5.44K -25 -1%
BSA
1465
Braun Stacey Associates
New York
$539K -$479K -2,200 -49%
RDIA
1466
RE Dickinson Investment Advisors
Iowa
$539K +$163K +750 +50%
SN
1467
Sittner & Nelson
Oregon
$538K +$120K +549 +32%
MW
1468
Marcum Wealth
Ohio
$537K -$3.48K -16 -0.7%
LCM
1469
LVM Capital Management
Michigan
$535K -$194K -890 -28%
RWP
1470
Ridgecrest Wealth Partners
California
$534K – – –
SIA
1471
Soltis Investment Advisors
Utah
$531K +$82.1K +377 +21%
RP
1472
Riverwater Partners
Wisconsin
$529K -$1.52K -7 -0.3%
NCM
1473
NCM Capital Management
New Jersey
$528K – – –
ST
1474
Sabal Trust
Florida
$527K -$59K -271 -11%
TWM
1475
Tolleson Wealth Management
Texas
$527K – – –
57 58
59
60 61