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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
551
Coe Capital Management
Illinois
$1.04M -$42K -601 -4%
SIMM
552
Stillwater Investment Management (Minnesota)
Minnesota
$1.03M -$57.1K -817 -5%
11A
553
10-15 Associates
New York
$1.03M +$40.8K +584 +4%
EFS
554
Essex Financial Services
Connecticut
$1.03M +$76.6K +1,096 +8%
MA
555
Marshwinds Advisory
Georgia
$1.03M -$31.4K -449 -3%
PH
556
Pinnacle Holdings
Oklahoma
$1.02M -$23.6K -338 -2%
SNT
557
Security National Trust
West Virginia
$1.02M -$6.99K -100 -0.7%
SCM
558
Schnieders Capital Management
California
$1.01M -$57.8K -827 -5%
SHA
559
Smith Hayes Advisers
Nebraska
$1.01M -$135K -1,935 -11%
HAG
560
HighPoint Advisor Group
Illinois
$1.01M +$660K +9,440 +132%
EWM
561
Endurance Wealth Management
Rhode Island
$1.01M -$314K -4,490 -23%
SGCA
562
Steel Grove Capital Advisors
Tennessee
$1M -$2.25M -32,238 -69%
DMC
563
Drexel Morgan & Co
Pennsylvania
$997K +$210K +3,001 +26%
HK
564
Horizon Kinetics
New York
$996K +$185K +2,650 +22%
NPC
565
National Planning Corporation
California
$995K -$340K -4,857 -24%
EWM
566
Evercore Wealth Management
New York
$995K -$13.6K -195 -1%
RJT
567
Raymond James Trust
Florida
$989K +$151K +2,159 +17%
WSFS
568
Wilmington Savings Fund Society
Delaware
$972K -$129K -1,839 -11%
VFA
569
Voya Financial Advisors
Connecticut
$972K +$200K +2,867 +25%
CC
570
ClearArc Capital
Ohio
$969K -$26.6K -380 -3%
HDIM
571
Hanson & Doremus Investment Management
Vermont
$968K +$829K +11,855 +497%
SWP
572
Stratos Wealth Partners
Ohio
$958K +$469K +6,715 +91%
HFM
573
Hartford Financial Management
Connecticut
$950K -$88.7K -1,269 -8%
ATC
574
Adirondack Trust Company
New York
$940K -$95.1K -1,360 -8%
1SB
575
1ST Source Bank
Indiana
$931K -$28.1K -402 -3%
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