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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
476
Logan Capital Management
Pennsylvania
$2.06M – – –
CAN
477
Cetera Advisor Networks
California
$2.06M – – –
LIM
478
Leavell Investment Management
Alabama
$2.05M -$68.8K -800 -3%
MFS
479
MSI Financial Services
Massachusetts
$2.04M -$76.4K -889 -4%
IMOV
480
Investment Management of Virginia
Virginia
$2.04M -$131K -1,519 -6%
SFA
481
Staton Financial Advisors
North Carolina
$2.03M +$72.7K +845 +4%
TMAM
482
Tokio Marine Asset Management
Japan
$1.99M +$246K +2,856 +14%
CIP
483
Capital Insight Partners
Arizona
$1.99M +$2.02M +23,465 New
BOCM
484
Bontempo Ohly Capital Management
Maryland
$1.98M +$4.3K +50 +0.2%
IFB
485
iAB Financial Bank
Indiana
$1.96M -$4.3K -50 -0.2%
V
486
Veritable
Delaware
$1.96M -$261K -3,030 -12%
SPC
487
Sigma Planning Corp
Michigan
$1.95M -$84.5K -983 -4%
CNBT
488
Canandaigua National Bank & Trust
New York
$1.95M +$2.84K +33 +0.1%
CAM
489
CG Asset Management
New York
$1.94M +$988K +11,485 +101%
NIM
490
Northeast Investment Management
Massachusetts
$1.91M -$46.4K -540 -2%
NMIMC
491
Northwestern Mutual Investment Management Company
Wisconsin
$1.9M +$28.4K +330 +1%
CI
492
Conning Inc
Connecticut
$1.89M +$80.5K +936 +4%
LBC
493
Lowe Brockenbrough & Co
Virginia
$1.88M -$1.72K -20 -0.1%
ANTB
494
AMG National Trust Bank
Colorado
$1.87M +$1.9M +22,074 New
EWM
495
Endurance Wealth Management
Rhode Island
$1.86M -$185K -2,156 -9%
CNB
496
City National Bank
Delaware
$1.85M +$76.7K +892 +4%
WPP
497
Whalerock Point Partners
Rhode Island
$1.84M – – –
CI
498
Capital International
California
$1.83M -$3.21M -37,350 -63%
CC
499
Cipher Capital
New York
$1.83M +$1.86M +21,592 New
FMWA
500
Forvis Mazars Wealth Advisors
Missouri
$1.8M -$190K -2,214 -9%
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