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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HZ
501
Hixon Zuercher
Ohio
$7.88M -$464K -1,338 -5%
IC
502
IEQ Capital
California
$7.88M +$854K +2,462 +12%
HR
503
Howe & Rusling
New York
$7.86M -$7.89M -22,762 -49%
JFG
504
Jefferies Financial Group
New York
$7.84M -$3.57M -10,304 -30%
AMIM
505
Aull & Monroe Investment Management
Alabama
$7.82M -$312K -900 -4%
RJT
506
Raymond James Trust
Florida
$7.81M -$147K -423 -2%
SL
507
Sentry LLC
Tennessee
$7.8M -$11.1K -32 -0.1%
AFG
508
Atomi Financial Group
New York
$7.77M +$638K +1,839 +9%
FC
509
Fusion Capital
South Carolina
$7.75M -$300K -864 -4%
ST
510
Spinnaker Trust
Maine
$7.73M – – –
FFBTD
511
First Financial Bank - Trust Division
Ohio
$7.7M -$288K -832 -3%
WF
512
Welch & Forbes
Massachusetts
$7.68M -$89.1K -257 -1%
CBOR
513
Community Bank of Raymore
Missouri
$7.68M -$6.07M -17,492 -43%
PWP
514
Principle Wealth Partners
Connecticut
$7.67M -$144K -416 -2%
AWM
515
AE Wealth Management
Kansas
$7.67M +$1.59M +4,589 +25%
GAM
516
Groupama Asset Management
France
$7.67M -$1.32M -3,814 -14%
MIG
517
McGuire Investment Group
Rhode Island
$7.64M +$155K +447 +2%
KCPG
518
Kavar Capital Partners Group
Kansas
$7.63M -$196K -565 -2%
BCV
519
Banque Cantonale Vaudoise
Switzerland
$7.61M -$1.6M -4,617 -17%
CICC
520
Capital Investment Counsel (Colorado)
Colorado
$7.57M +$417K +1,202 +6%
PWM
521
Perigon Wealth Management
California
$7.56M -$370K -1,068 -4%
WB
522
WesBanco Bank
West Virginia
$7.56M -$277K -798 -3%
HCMT
523
Highland Capital Management (Tennessee)
Tennessee
$7.55M +$682K +1,967 +9%
AWM
524
Apollon Wealth Management
South Carolina
$7.55M +$580K +1,673 +8%
FWCM
525
Ferguson Wellman Capital Management
Oregon
$7.52M -$740K -2,135 -9%
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