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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1526
Titleist Asset Management
Texas
$998K -$8.98K -26 -1%
HCA
1527
Heck Capital Advisors
Wisconsin
$996K -$5.53K -16 -0.6%
CA
1528
Cortland Associates
Missouri
$995K +$414K +1,198 +89%
DEM
1529
Disciplined Equity Management
Florida
$993K -$72.5K -210 -8%
WIC
1530
Woodmont Investment Counsel
Tennessee
$993K +$10K +29 +1%
LOIP
1531
Live Oak Investment Partners
Texas
$992K – – –
VAM
1532
Verity Asset Management
North Carolina
$992K -$240K -694 -21%
FFG
1533
Fortem Financial Group
California
$992K +$39.7K +115 +5%
CA
1534
Carson Advisory
Georgia
$991K +$25.6K +74 +3%
TBC
1535
Ted Buchan & Co
California
$988K +$5.18K +15 +0.6%
VEA
1536
Virtus ETF Advisers
New York
$988K +$67.3K +195 +8%
CA
1537
Claris Advisors
Missouri
$988K +$32.1K +93 +4%
AL
1538
Aspiriant LLC
California
$986K -$34.5K -100 -4%
MWPCG
1539
Measured Wealth Private Client Group
New Hampshire
$982K -$56.3K -163 -6%
JWBC
1540
J.W. Burns & Co
New York
$980K +$211K +610 +32%
KA
1541
Kercheville Advisors
Texas
$978K – – –
MFS
1542
Monetta Financial Services
Illinois
$978K – – –
SCA
1543
Sippican Capital Advisors
Massachusetts
$978K – – –
BLC
1544
Brown, Lisle/Cummings
Rhode Island
$974K +$51.8K +150 +6%
RIA
1545
Richwood Investment Advisors
Ohio
$972K – – –
CP
1546
Canopy Partners
Ohio
$972K +$65.3K +189 +8%
CWM
1547
Chesapeake Wealth Management
Virginia
$970K +$61.1K +177 +8%
SWA
1548
Sax Wealth Advisors
New Jersey
$969K -$20.7K -60 -2%
TWM
1549
Tradition Wealth Management
Minnesota
$969K +$48.3K +140 +6%
HA
1550
Hamel Associates
New Jersey
$969K +$23.5K +68 +3%
60 61
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