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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1476
Palumbo Wealth Management
New York
$778K -$2.59K -10 -0.4%
WP
1477
Westmount Partners
California
$776K -$10.1K -39 -1%
DGAM
1478
Desjardins Global Asset Management
Quebec, Canada
$774K +$9.08K +35 +1%
PHIC
1479
Pine Haven Investment Counsel
Massachusetts
$773K +$3.89K +15 +0.6%
CF
1480
Centaurus Financial
California
$773K -$230K -886 -25%
FIM
1481
Fernwood Investment Management
Massachusetts
$771K – – –
BIG
1482
Brooklyn Investment Group
New York
$770K +$676K +2,605 New
RFN
1483
RDA Financial Network
Iowa
$770K +$676K +2,604 New
VCP
1484
Verus Capital Partners
Arizona
$770K +$2.59K +10 +0.4%
DWM
1485
Drive Wealth Management
Utah
$769K +$25.7K +99 +4%
QPWM
1486
Quadrant Private Wealth Management
Pennsylvania
$769K +$164K +633 +32%
CAI
1487
Capital Advisors Inc
Oklahoma
$762K -$124K -478 -16%
WLIM
1488
White Lighthouse Investment Management
Massachusetts
$760K – – –
IIM
1489
InTrack Investment Management
Vermont
$760K +$450K +1,734 +207%
NJIM
1490
Nabity-Jensen Investment Management
Nebraska
$758K +$665K +2,564 New
BAM
1491
BOS Asset Management
Illinois
$758K – – –
HCA
1492
Heck Capital Advisors
Wisconsin
$757K -$36.6K -141 -5%
HWA
1493
Heritage Wealth Advisors
Virginia
$756K – – –
WC
1494
Woodstock Corp
Massachusetts
$755K -$110K -425 -14%
CAM
1495
Close Asset Management
United Kingdom
$755K -$22.8K -88 -3%
IA
1496
IFG Advisory
Georgia
$754K +$18.4K +71 +3%
CCFCSB
1497
Cape Cod Five Cents Savings Bank
Massachusetts
$754K -$674K -2,599 -50%
BFA
1498
Bill Few Associates
Pennsylvania
$753K +$259 +1 +0%
AAG
1499
Armstrong Advisory Group
Massachusetts
$750K – – –
KP
1500
Keel Point
Alabama
$747K +$17.4K +67 +3%
58 59
60
61 62