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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
501
Central Bank & Trust
Kentucky
$4.14M -$838K -4,026 -16%
CCM
502
Coldstream Capital Management
Washington
$4.11M +$1.24M +5,954 +28%
BCFD
503
Boit C.F. David
$4.1M – – –
HCMT
504
Highland Capital Management (Tennessee)
Tennessee
$4.09M -$289K -1,390 -6%
AP
505
Advisor Partners
California
$4.08M -$141K -677 -3%
SCM
506
Stonebridge Capital Management
California
$4.06M -$72.9K -350 -2%
BFEC
507
Benjamin F. Edwards & Company
Missouri
$4.03M +$164K +786 +4%
RF
508
Robbins Farley
New Hampshire
$4.01M +$4.35M +20,881 New
MWM
509
Meridian Wealth Management
Kentucky
$4.01M +$335K +1,609 +8%
AAS
510
Avantax Advisory Services
Texas
$4M +$794K +3,813 +22%
CBTWT
511
Community Bank & Trust (Waco, Texas)
Texas
$3.98M +$20.4K +98 +0.5%
ACM
512
Argyle Capital Management
Pennsylvania
$3.97M – – –
BCCM
513
Bridge Creek Capital Management
Massachusetts
$3.96M +$67.7K +325 +2%
CB
514
Community Bank
New York
$3.96M +$360K +1,731 +9%
PWP
515
Principle Wealth Partners
Connecticut
$3.95M +$256K +1,227 +6%
WB
516
WesBanco Bank
West Virginia
$3.89M -$53.1K -255 -1%
CT
517
Caldwell Trust
Florida
$3.87M +$39.2K +188 +0.9%
MC
518
Moors & Cabot
Massachusetts
$3.86M +$74.6K +358 +2%
MC
519
Mathes Company
New York
$3.85M -$195K -935 -4%
FMWA
520
Forvis Mazars Wealth Advisors
Missouri
$3.85M +$22.5K +108 +0.5%
SWM
521
Spire Wealth Management
Virginia
$3.84M -$11.3M -54,165 -73%
RG
522
Rathbones Group
United Kingdom
$3.83M +$2.38M +11,440 +134%
PCA
523
Pallas Capital Advisors
Massachusetts
$3.8M +$1.12M +5,372 +40%
PRC
524
Pearl River Capital
Michigan
$3.78M -$248K -1,190 -6%
CAG
525
Crestwood Advisors Group
Massachusetts
$3.78M – – –
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