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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
776
Clark Capital Management Group
Pennsylvania
$857K -$197K -1,551 -19%
BSW
777
Buckingham Strategic Wealth
Missouri
$854K -$95.7K -753 -10%
BFA
778
Bragg Financial Advisors
North Carolina
$848K -$19.7K -155 -2%
IFWM
779
Institute for Wealth Management
Colorado
$847K -$95K -748 -10%
CT
780
Clearstead Trust
Maine
$846K – – –
JHCP
781
Jackson Hole Capital Partners
Oklahoma
$845K +$115K +905 +16%
DWT
782
Dorsey & Whitney Trust
South Dakota
$844K +$54.9K +432 +7%
TSW
783
Thompson Siegel & Walmsley
Virginia
$841K – – –
PIM
784
Penobscot Investment Management
Massachusetts
$837K -$36.5K -287 -4%
ET
785
Equitable Trust
Tennessee
$837K +$41.3K +325 +5%
LS
786
Livforsakringsbolaget Skandia
Sweden
$835K – – –
BL
787
Balentine LLC
Georgia
$832K +$90.5K +712 +12%
BIM
788
Bridges Investment Management
Nebraska
$829K -$12.6K -99 -1%
PFPT
789
Pinnacle Financial Partners (Tennessee)
Tennessee
$829K -$7.12K -56 -0.8%
MC
790
Machina Capital
France
$825K +$836K +6,579 New
CCB
791
Cutter & Co Brokerage
Missouri
$822K +$17.2K +135 +2%
RBFC
792
Roman Butler Fullerton & Co
Missouri
$818K +$91.9K +723 +13%
SRAM
793
Stone Ridge Asset Management
New York
$818K +$823K +6,478 New
MAFM
794
Mid Atlantic Financial Management
Pennsylvania
$817K -$1.78M -13,974 -68%
SCM
795
SOL Capital Management
Maryland
$816K +$6.35K +50 +0.8%
KMWM
796
Keudell/Morrison Wealth Management
Oregon
$812K -$57.2K -450 -7%
IHL
797
Investment House LLC
California
$809K – – –
CFA
798
Carroll Financial Associates
North Carolina
$806K +$12.8K +101 +2%
IP
799
Investment Partners
Ohio
$806K +$21.1K +166 +3%
ZCA
800
Zeke Capital Advisors
Pennsylvania
$798K -$684K -5,386 -46%
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