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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1526
Bison Wealth
Georgia
$1M -$168K -486 -16%
PWM
1527
Palumbo Wealth Management
New York
$1M -$7.6K -22 -0.9%
TAM
1528
Titleist Asset Management
Texas
$998K -$8.98K -26 -1%
HCA
1529
Heck Capital Advisors
Wisconsin
$996K -$5.53K -16 -0.6%
CA
1530
Cortland Associates
Missouri
$995K +$414K +1,198 +89%
DEM
1531
Disciplined Equity Management
Florida
$993K -$72.5K -210 -8%
WIC
1532
Woodmont Investment Counsel
Tennessee
$993K +$10K +29 +1%
LOIP
1533
Live Oak Investment Partners
Texas
$992K – – –
VAM
1534
Verity Asset Management
North Carolina
$992K -$240K -694 -21%
FFG
1535
Fortem Financial Group
California
$992K +$39.7K +115 +5%
CA
1536
Carson Advisory
Georgia
$991K +$25.6K +74 +3%
TBC
1537
Ted Buchan & Co
California
$988K +$5.18K +15 +0.6%
VEA
1538
Virtus ETF Advisers
New York
$988K +$67.3K +195 +8%
CA
1539
Claris Advisors
Missouri
$988K +$32.1K +93 +4%
AL
1540
Aspiriant LLC
California
$986K -$34.5K -100 -4%
MWPCG
1541
Measured Wealth Private Client Group
New Hampshire
$982K -$56.3K -163 -6%
JWBC
1542
J.W. Burns & Co
New York
$980K +$211K +610 +32%
KA
1543
Kercheville Advisors
Texas
$978K – – –
MFS
1544
Monetta Financial Services
Illinois
$978K – – –
SCA
1545
Sippican Capital Advisors
Massachusetts
$978K – – –
BLC
1546
Brown, Lisle/Cummings
Rhode Island
$974K +$51.8K +150 +6%
RIA
1547
Richwood Investment Advisors
Ohio
$972K – – –
CP
1548
Canopy Partners
Ohio
$972K +$65.3K +189 +8%
CWM
1549
Chesapeake Wealth Management
Virginia
$970K +$61.1K +177 +8%
SWA
1550
Sax Wealth Advisors
New Jersey
$969K -$20.7K -60 -2%
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63 64