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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1626
Sompo Asset Management
Japan
$951K +$10K +30 +1%
UAS
1627
United Asset Strategies
New York
$947K +$108K +323 +15%
AWA
1628
Arbor Wealth Advisors
Michigan
$946K
TAM
1629
Trillium Asset Management
Massachusetts
$945K
BWM
1630
BCS Wealth Management
Tennessee
$945K +$113K +339 +16%
AWM
1631
Accredited Wealth Management
Kentucky
$940K
RW
1632
REDW Wealth
New Mexico
$939K
PHIC
1633
Pine Haven Investment Counsel
Massachusetts
$938K -$3K -9 -0.4%
BAM
1634
Belpointe Asset Management
Nevada
$938K +$63K +189 +8%
BWP
1635
BSW Wealth Partners
Colorado
$937K -$3.67K -11 -0.5%
AA
1636
Addison Advisors
Vermont
$928K +$64K +192 +9%
AA
1637
Alta Advisers
United Kingdom
$928K
MJP
1638
Michael J. Puzo
$928K -$33.3K -100 -4%
AAG
1639
Armstrong Advisory Group
Massachusetts
$925K -$17.3K -52 -2%
CI Investments Inc
1640
CI Investments Inc
Ontario, Canada
$921K -$4.33K -13 -0.5%
GAM
1641
Grandview Asset Management
Pennsylvania
$918K -$7.33K -22 -0.9%
WOSD
1642
WFA of San Diego
California
$917K +$787K +2,361 New
CPW
1643
Cove Private Wealth
New York
$916K +$235K +704 +43%
ACGA
1644
Atlanta Consulting Group Advisors
Georgia
$910K
EGA
1645
E&G Advisors
Texas
$909K
RPCONE
1646
Retirement Planning Company of New England
Rhode Island
$908K +$1K +3 +0.1%
SI
1647
Saxon Interests
Texas
$907K
LC
1648
Lincoln Capital
Nebraska
$905K +$778K +2,334 New
Tudor Investment Corp
1649
Tudor Investment Corp
Connecticut
$901K -$3.53M -10,580 -82%
LA
1650
Latitude Advisors
Florida
$898K +$92.7K +278 +14%