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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1626
Bordeaux Wealth Advisors
California
$953K -$11K -33 -1%
SAM
1627
Seelaus Asset Management
New Jersey
$952K – – –
SAM
1628
Sompo Asset Management
Japan
$951K +$10K +30 +1%
UAS
1629
United Asset Strategies
New York
$947K +$108K +323 +15%
AWA
1630
Arbor Wealth Advisors
Michigan
$946K – – –
TAM
1631
Trillium Asset Management
Massachusetts
$945K – – –
BWM
1632
BCS Wealth Management
Tennessee
$945K +$113K +339 +16%
AWM
1633
Accredited Wealth Management
Kentucky
$940K – – –
RW
1634
REDW Wealth
New Mexico
$939K – – –
PHIC
1635
Pine Haven Investment Counsel
Massachusetts
$938K -$3K -9 -0.4%
BAM
1636
Belpointe Asset Management
Nevada
$938K +$63K +189 +8%
BWP
1637
BSW Wealth Partners
Colorado
$937K -$3.67K -11 -0.5%
AA
1638
Addison Advisors
Vermont
$928K +$64K +192 +9%
AA
1639
Alta Advisers
United Kingdom
$928K – – –
MJP
1640
Michael J. Puzo
$928K -$33.3K -100 -4%
AAG
1641
Armstrong Advisory Group
Massachusetts
$925K -$17.3K -52 -2%
CI Investments Inc
1642
CI Investments Inc
Ontario, Canada
$921K -$4.33K -13 -0.5%
GAM
1643
Grandview Asset Management
Pennsylvania
$918K -$7.33K -22 -0.9%
WOSD
1644
WFA of San Diego
California
$917K +$787K +2,361 New
CPW
1645
Cove Private Wealth
New York
$916K +$235K +704 +43%
ACGA
1646
Atlanta Consulting Group Advisors
Georgia
$910K – – –
EGA
1647
E&G Advisors
Texas
$909K – – –
RPCONE
1648
Retirement Planning Company of New England
Rhode Island
$908K +$1K +3 +0.1%
SI
1649
Saxon Interests
Texas
$907K – – –
LC
1650
Lincoln Capital
Nebraska
$905K +$778K +2,334 New