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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1501
Titleist Asset Management
Texas
$940K -$240K -751 -23%
NJIM
1502
Nabity-Jensen Investment Management
Nebraska
$940K
BAM
1503
BOS Asset Management
Illinois
$939K
HCA
1504
Heck Capital Advisors
Wisconsin
$939K +$639 +2 +0.1%
HWA
1505
Heritage Wealth Advisors
Virginia
$937K
WC
1506
Woodstock Corp
Massachusetts
$936K
HWM
1507
Horizon Wealth Management
Illinois
$930K -$43.5K -136 -5%
BIM
1508
Bridges Investment Management
Nebraska
$929K -$639K -2,000 -44%
DAS
1509
Diversify Advisory Services
Utah
$926K +$814K +2,547 New
CI Investments Inc
1510
CI Investments Inc
Ontario, Canada
$922K +$145K +455 +22%
SWM
1511
Shelton Wealth Management
Texas
$921K +$214K +670 +36%
BWA
1512
BlueSky Wealth Advisors
North Carolina
$918K +$29.1K +91 +4%
KA
1513
Kercheville Advisors
Texas
$916K
SCA
1514
Sippican Capital Advisors
Massachusetts
$916K
SGC
1515
Slocum, Gordon & Co
Rhode Island
$916K
LSA
1516
Lion Street Advisors
Texas
$915K
HIA
1517
Harbor Investment Advisory
Maryland
$914K +$87.6K +274 +12%
CCFCSB
1518
Cape Cod Five Cents Savings Bank
Massachusetts
$912K -$18.9K -59 -2%
SCA
1519
Stonebridge Capital Advisors
Minnesota
$912K +$4.16K +13 +0.5%
WF
1520
Wayfinding Financial
Washington
$911K -$6.07K -19 -0.7%
UAS
1521
United Asset Strategies
New York
$909K -$95.9K -300 -11%
SAM
1522
Seelaus Asset Management
New Jersey
$908K
CT
1523
Chicago Trust
Illinois
$908K +$188K +588 +31%
FA
1524
Fiducient Advisors
Illinois
$908K +$18.2K +57 +2%
CF
1525
Centaurus Financial
California
$906K -$46K -144 -6%