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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1451
Ironwood Investment Counsel
Arizona
$996K +$34.2K +96 +3%
VWM
1452
Vermillion Wealth Management
Minnesota
$996K +$2.85K +8 +0.3%
TPCW
1453
TD Private Client Wealth
New York
$996K +$24.6K +69 +2%
AC
1454
Apella Capital
Connecticut
$991K +$874K +2,455 +293%
MWA
1455
Martel Wealth Advisors
Washington
$989K – – –
SACTSONJ
1456
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$989K – – –
BA
1457
Birinyi Associates
Connecticut
$989K – – –
FFO
1458
Fiduciary Family Office
Florida
$986K +$1.06M +2,989 New
HCM
1459
Howard Capital Management
Georgia
$985K -$131K -369 -11%
HNWAG
1460
High Net Worth Advisory Group
Florida
$982K -$57.7K -162 -5%
BF
1461
Brucke Financial
Indiana
$979K +$2.14K +6 +0.2%
AIM
1462
Aspen Investment Management
Michigan
$978K – – –
AA
1463
Ancora Advisors
Ohio
$977K +$356 +1 +0%
MWA
1464
Monograph Wealth Advisors
California
$976K -$34.2K -96 -3%
NJIM
1465
Nabity-Jensen Investment Management
Nebraska
$976K +$14.6K +41 +1%
OCBCO
1466
Oversea-Chinese Banking Corp (OCBC)
Singapore
$973K -$672K -1,887 -39%
FHC
1467
First Heartland Consultants
Missouri
$971K -$112K -314 -10%
LSA
1468
Lion Street Advisors
Texas
$970K -$712 -2 -0.1%
HA
1469
Harfst & Associates
Wyoming
$970K – – –
APA
1470
Astoria Portfolio Advisors
New York
$969K -$68K -191 -6%
KP
1471
Keel Point
Alabama
$966K +$77.7K +218 +8%
WCM
1472
Washburn Capital Management
Florida
$964K +$8.9K +25 +0.9%
WE
1473
Wealth Effects
Massachusetts
$964K -$13.9K -39 -1%
CA
1474
Claris Advisors
Missouri
$964K – – –
UAML
1475
US Asset Management LLC
Pennsylvania
$963K -$2.49K -7 -0.2%
57 58
59
60 61