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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
701
Rathbones Group
United Kingdom
$963K -$3.83K -30 -0.4%
JHCP
702
Jackson Hole Capital Partners
Oklahoma
$962K +$205K +1,601 +24%
ICOM
703
Investment Counselors of Maryland
Maryland
$958K -$188K -1,475 -15%
SWM
704
SeaCrest Wealth Management
New York
$953K +$46.4K +363 +5%
LHC
705
Little House Capital
Massachusetts
$947K -$10.7K -84 -1%
SCP
706
Sandhill Capital Partners
New York
$947K +$66.9K +524 +7%
BG
707
Bahl & Gaynor
Ohio
$945K -$59.7K -467 -5%
NGA
708
Naples Global Advisors
Florida
$943K +$117K +918 +13%
SFSIG
709
San Francisco Sentry Investment Group
California
$940K -$465K -3,637 -31%
WTB
710
Washington Trust Bank
Washington
$937K +$313K +2,450 +44%
DSN
711
D. Scott Neal
Kentucky
$933K – – –
BS
712
Boenning & Scattergood
Pennsylvania
$932K -$739K -5,785 -42%
CFG
713
Citizens Financial Group
Rhode Island
$932K -$85.2K -667 -8%
PAM
714
Palisade Asset Management
Minnesota
$932K +$107K +840 +12%
MCWS
715
McKinley Carter Wealth Services
West Virginia
$930K -$3.7K -29 -0.4%
CK
716
Cohen Klingenstein
New York
$928K – – –
BAM
717
Belpointe Asset Management
Nevada
$927K +$405K +3,173 +66%
WT
718
Washington Trust
Rhode Island
$916K +$1.01M +7,899 New
BUB
719
BBVA USA Bancshares
Texas
$913K +$170K +1,327 +20%
PT
720
Plimoth Trust
Massachusetts
$911K -$23.8K -186 -2%
LNC
721
Lincoln National Corp
Pennsylvania
$908K +$56.2K +440 +6%
GFA
722
Gifford Fong Associates
California
$905K – – –
BIM
723
Bridges Investment Management
Nebraska
$897K -$25.5K -200 -3%
FTC
724
Farmers Trust Company
Ohio
$892K -$76.6K -600 -7%
EFS
725
Essex Financial Services
Connecticut
$889K +$44.1K +345 +5%
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