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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1576
Northstar Group
New York
$938K – – –
WP
1577
Westmount Partners
California
$938K +$1.55K +4 +0.2%
MW
1578
Marcum Wealth
Ohio
$937K -$25.2K -65 -2%
WAM
1579
WealthTrust Asset Management
Florida
$936K -$45.4K -117 -4%
QT
1580
Quantbot Technologies
New York
$933K +$997K +2,572 New
HWA
1581
Heritage Wealth Advisors
Virginia
$932K +$776 +2 +0.1%
HW
1582
Hancock Whitney
Mississippi
$932K -$17.5K -45 -2%
CWM
1583
Chesapeake Wealth Management
Virginia
$931K +$33.7K +87 +4%
AP
1584
Atwood & Palmer
Missouri
$930K -$301K -775 -23%
BAM
1585
BOS Asset Management
Illinois
$930K – – –
FMLI
1586
Fukoku Mutual Life Insurance
Japan
$926K +$229K +590 +30%
PWM
1587
Palumbo Wealth Management
New York
$926K -$1.16K -3 -0.1%
LCM
1588
LVM Capital Management
Michigan
$926K +$204K +527 +26%
WLIM
1589
White Lighthouse Investment Management
Massachusetts
$925K -$7.76K -20 -0.8%
CA
1590
Cortland Associates
Missouri
$924K +$776 +2 +0.1%
AIC
1591
Argus Investors Counsel
New York
$923K -$233K -600 -19%
DEM
1592
Disciplined Equity Management
Florida
$921K – – –
VC
1593
Veracity Capital
Georgia
$920K +$42.3K +109 +4%
FFG
1594
Fortem Financial Group
California
$920K – – –
WWA
1595
Wealth Watch Advisors
Colorado
$918K +$985K +2,539 New
OFS
1596
Orrstown Financial Services
Pennsylvania
$913K -$128K -331 -12%
PWMG
1597
Prestige Wealth Management Group
New Jersey
$912K +$34.1K +88 +4%
PHIC
1598
Pine Haven Investment Counsel
Massachusetts
$911K -$50.4K -130 -5%
JWBC
1599
J.W. Burns & Co
New York
$909K – – –
HNB
1600
Hilltop National Bank
Wyoming
$908K -$55.8K -144 -5%
62 63
64
65 66