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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
351
Generali Asset Management
Italy
$32.5M -$411K -593 -1%
SAM
352
Silvercrest Asset Management
New York
$32.1M -$393K -567 -1%
AP
353
Americana Partners
Texas
$32.1M +$7M +10,110 +29%
AAIM
354
American Assets Investment Management
California
$31.9M – – –
DC
355
Davenport & Co
Virginia
$31.5M -$181K -262 -0.6%
CA
356
Callahan Advisors
Texas
$31.5M -$4.45M -6,429 -13%
UCFA
357
United Capital Financial Advisors
Texas
$31.4M +$124K +179 +0.4%
HC
358
Henshaw Capital
Massachusetts
$31.4M – – –
TA
359
TruWealth Advisors
Louisiana
$31M -$285K -412 -0.9%
CAM
360
Congress Asset Management
Massachusetts
$30.6M -$6.71M -9,683 -18%
IAN
361
Integrated Advisors Network
Texas
$30.2M -$2.07M -2,990 -7%
PNC
362
Park National Corp
Ohio
$29.5M +$1.92M +2,768 +7%
GT
363
Glenmede Trust
Pennsylvania
$29.4M -$2.35M -3,388 -8%
TE
364
Tema ETFs
New York
$29.4M +$2.26M +3,265 +9%
BAAM
365
Baker Avenue Asset Management
California
$29.4M -$7.39M -10,672 -20%
SWM
366
Segment Wealth Management
Texas
$29.3M -$607K -876 -2%
STA
367
Summit Trail Advisors
New York
$29.2M -$111K -160 -0.4%
BEI
368
Benjamin Edwards Inc
Missouri
$29.1M -$898K -1,297 -3%
FNT
369
First National Trust
Pennsylvania
$29M -$1.71M -2,465 -6%
HPG
370
Harvest Portfolios Group
Ontario, Canada
$29M -$3.42M -4,937 -11%
SCA
371
Stillwater Capital Advisors
Pennsylvania
$28.9M -$479K -692 -2%
ASN
372
Advisory Services Network
Georgia
$28.9M +$2.06M +2,971 +8%
NCM
373
Noesis Capital Mangement
Florida
$28.9M -$295K -426 -1%
BDLIB
374
Banque de Luxembourg Investments (BLI)
Luxembourg
$28.9M – – –
CIA
375
Concurrent Investment Advisors
Florida
$28.9M +$2.07M +2,991 +8%
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