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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1526
Titleist Asset Management
Texas
$858K +$4.51K +13 +0.5%
QWM
1527
Quadcap Wealth Management
Texas
$858K -$26.7K -77 -3%
WCM
1528
Windsor Capital Management
Arizona
$858K -$18K -52 -2%
WLIM
1529
White Lighthouse Investment Management
Massachusetts
$856K – – –
BAM
1530
BOS Asset Management
Illinois
$854K – – –
MW
1531
Marcum Wealth
Ohio
$853K -$34K -98 -4%
HCA
1532
Heck Capital Advisors
Wisconsin
$853K – – –
HWA
1533
Heritage Wealth Advisors
Virginia
$851K – – –
WP
1534
Westmount Partners
California
$848K +$1.39K +4 +0.2%
EGA
1535
E&G Advisors
Texas
$847K +$45.1K +130 +5%
SWA
1536
Sax Wealth Advisors
New Jersey
$845K +$655K +1,888 +290%
AAG
1537
Armstrong Advisory Group
Massachusetts
$843K -$2.77K -8 -0.3%
TBC
1538
Ted Buchan & Co
California
$837K -$31.2K -90 -3%
WIC
1539
Woodmont Investment Counsel
Tennessee
$836K -$940K -2,710 -52%
KA
1540
Kercheville Advisors
Texas
$833K – – –
SCA
1541
Sippican Capital Advisors
Massachusetts
$833K – – –
SGC
1542
Slocum, Gordon & Co
Rhode Island
$833K – – –
MFS
1543
Monetta Financial Services
Illinois
$833K +$867K +2,500 New
BFA
1544
Bill Few Associates
Pennsylvania
$829K -$93.3K -269 -10%
PPWP
1545
Premier Path Wealth Partners
New Jersey
$828K +$25.7K +74 +3%
RIA
1546
Richwood Investment Advisors
Ohio
$828K +$109K +315 +15%
CG
1547
Clarus Group
Texas
$827K -$110K -317 -11%
CAM
1548
Cidel Asset Management
Ontario, Canada
$823K -$57.9K -167 -6%
RDIA
1549
RE Dickinson Investment Advisors
Iowa
$822K – – –
CT
1550
Chicago Trust
Illinois
$821K -$4.16K -12 -0.5%
60 61
62
63 64