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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1476
Sompo Asset Management
Japan
$971K +$51.1K +160 +6%
GM
1477
GeoWealth Management
Illinois
$970K -$669K -2,092 -44%
VST
1478
Van Strum & Towne
California
$969K +$63.9K +200 +8%
KFC
1479
Klingenstein Fields & Co
New York
$968K -$19.2K -60 -2%
APA
1480
Astoria Portfolio Advisors
New York
$968K -$9.91K -31 -1%
CAM
1481
Cidel Asset Management
Ontario, Canada
$967K -$16.3K -51 -2%
PWMG
1482
Prestige Wealth Management Group
New Jersey
$964K -$639 -2 -0.1%
FFG
1483
Fortem Financial Group
California
$964K -$144K -451 -15%
BIG
1484
Brooklyn Investment Group
New York
$964K +$14.1K +44 +2%
WCM
1485
Windsor Capital Management
Arizona
$962K -$15.3K -48 -2%
SFS
1486
Stiles Financial Services
Minnesota
$960K -$14.1K -44 -2%
VEA
1487
Virtus ETF Advisers
New York
$960K +$82.8K +259 +11%
AHC
1488
Adell Harriman & Carpenter
Texas
$960K -$92.4K -289 -10%
QPWM
1489
Quadrant Private Wealth Management
Pennsylvania
$960K +$6.39K +20 +0.8%
HVIA
1490
Hudson Valley Investment Advisors
New York
$956K -$176K -552 -17%
HNB
1491
Hilltop National Bank
Wyoming
$955K +$833K +2,605 New
TBC
1492
Ted Buchan & Co
California
$953K -$15K -47 -2%
VCP
1493
Verus Capital Partners
Arizona
$952K -$1.92K -6 -0.2%
BPGAM
1494
BTG Pactual Global Asset Management
Bermuda
$950K +$828K +2,592 New
PHIC
1495
Pine Haven Investment Counsel
Massachusetts
$949K -$7.99K -25 -1%
NG
1496
Northstar Group
New York
$948K -$19.2K -60 -2%
KF
1497
KKM Financial
Illinois
$944K +$221K +692 +37%
WP
1498
Westmount Partners
California
$943K -$16K -50 -2%
WLIM
1499
White Lighthouse Investment Management
Massachusetts
$942K – – –
PWM
1500
Palumbo Wealth Management
New York
$942K -$19.5K -61 -2%
58 59
60
61 62