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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
726
Sequoia Financial Advisors
Ohio
$1.35M -$4.36K -31 -0.3%
PAM
727
Palisade Asset Management
Minnesota
$1.35M – – –
FWM
728
Focused Wealth Management
New York
$1.35M -$25.8K -184 -2%
RG
729
Rathbones Group
United Kingdom
$1.34M +$102K +723 +9%
CAM
730
Costello Asset Management
Pennsylvania
$1.34M -$15.3K -109 -1%
CL
731
Choreo LLC
Illinois
$1.34M +$6.6K +47 +0.5%
BUB
732
BBVA USA Bancshares
Texas
$1.33M +$224K +1,598 +21%
SCP
733
Sandhill Capital Partners
New York
$1.33M +$19.7K +140 +2%
PNC
734
Park National Corp
Ohio
$1.32M – – –
BPC
735
Banque Pictet & Cie
Switzerland
$1.32M – – –
MME
736
Meag Munich Ergo
Germany
$1.32M +$433K +3,080 +54%
MCM
737
Mitchell Capital Management
Kansas
$1.31M +$77.7K +553 +7%
DWT
738
Dorsey & Whitney Trust
South Dakota
$1.31M +$219K +1,558 +22%
MCWS
739
McKinley Carter Wealth Services
West Virginia
$1.31M +$66.6K +474 +6%
RWA
740
Ropes Wealth Advisors
Massachusetts
$1.3M +$23.2K +165 +2%
AII
741
AGF Investments Inc
Ontario, Canada
$1.29M -$20.4K -145 -2%
NFG
742
Next Financial Group
Texas
$1.29M +$245K +1,745 +25%
ATC
743
Adirondack Trust Company
New York
$1.28M – – –
BIM
744
Baldwin Investment Management
Pennsylvania
$1.28M +$648K +4,613 +115%
SFS
745
Strategic Financial Services
New York
$1.28M -$19.2K -137 -2%
SP
746
Symmetry Partners
Connecticut
$1.28M +$1.21M +8,599 New
CT
747
Coastline Trust
Rhode Island
$1.28M -$69.5K -495 -5%
CCT
748
Country Club Trust
Missouri
$1.28M +$39.2K +279 +3%
CPA
749
Court Place Advisors
Maryland
$1.27M +$18.3K +130 +2%
TCOT
750
Trust Company of Toledo
Ohio
$1.26M +$140K +1,000 +13%
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