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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
1576
Ullmann Wealth Partners Group
Florida
$1.02M -$667 -2 -0.1%
YIM
1577
Yoffe Investment Management
Pennsylvania
$1.02M – – –
HVIA
1578
Hudson Valley Investment Advisors
New York
$1.02M – – –
WWA
1579
Wealth Watch Advisors
Colorado
$1.02M +$48.3K +145 +4%
KFC
1580
Klingenstein Fields & Co
New York
$1.02M – – –
SAM
1581
Synergy Asset Management
Washington
$1.02M -$40.7K -122 -4%
KA
1582
Klingman & Associates
New York
$1.02M +$339K +1,016 +63%
IFU
1583
iSAM Funds (UK)
United Kingdom
$1.02M +$873K +2,619 New
BLC
1584
Brown, Lisle/Cummings
Rhode Island
$1.02M – – –
SWA
1585
Sax Wealth Advisors
New Jersey
$1.02M +$18.3K +55 +2%
PWM
1586
Palumbo Wealth Management
New York
$1.02M +$667 +2 +0.1%
CFM
1587
Catalyst Funds Management
Australia
$1.01M -$393K -1,180 -31%
PCMK
1588
Paragon Capital Management (Kansas)
Kansas
$1.01M +$867K +2,600 New
AC
1589
AlphaCore Capital
California
$1.01M +$260K +780 +43%
BA
1590
Bridgewater Advisors
New York
$1.01M +$32.7K +98 +4%
HWA
1591
Heritage Wealth Advisors
Virginia
$997K – – –
AP
1592
Atwood & Palmer
Missouri
$996K – – –
WF
1593
Wayfinding Financial
Washington
$994K -$3.67K -11 -0.5%
DS
1594
DRW Securities
Illinois
$994K +$356K +1,069 +71%
PWMG
1595
Prestige Wealth Management Group
New Jersey
$992K +$11.3K +34 +1%
EWM
1596
Evermay Wealth Management
Virginia
$992K +$70K +210 +9%
CA
1597
Cortland Associates
Missouri
$991K +$1K +3 +0.1%
VWM
1598
Vermillion Wealth Management
Minnesota
$989K -$158K -474 -16%
GWM
1599
Greenwich Wealth Management
Connecticut
$988K +$9.67K +29 +1%
WLIM
1600
White Lighthouse Investment Management
Massachusetts
$986K -$167K -500 -16%
62 63
64
65 66