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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
776
Choreo LLC
Illinois
$1.6M -$29K -171 -2%
MCM
777
MAI Capital Management
Ohio
$1.6M +$148K +870 +11%
ATC
778
Adirondack Trust Company
New York
$1.6M +$18.7K +110 +1%
CCT
779
Country Club Trust
Missouri
$1.59M +$47.7K +281 +3%
UBV
780
United Bank (Virginia)
Virginia
$1.59M +$229K +1,350 +18%
MME
781
Meag Munich Ergo
Germany
$1.59M – – –
OA
782
Oxbow Advisors
Texas
$1.59M +$67.8K +400 +5%
EA
783
Ellsworth Advisors
Ohio
$1.59M +$169K +997 +13%
PNC
784
Park National Corp
Ohio
$1.58M -$32.7K -193 -2%
FWM
785
Focused Wealth Management
New York
$1.57M -$68.2K -402 -4%
CT
786
Clearstead Trust
Maine
$1.57M +$325K +1,918 +29%
HSA
787
HBK Sorce Advisory
Pennsylvania
$1.57M +$48.8K +288 +3%
MCWS
788
McKinley Carter Wealth Services
West Virginia
$1.56M -$38.2K -225 -3%
CPA
789
Court Place Advisors
Maryland
$1.55M – – –
B
790
Bailard
California
$1.55M +$84.8K +500 +6%
CT
791
Coastline Trust
Rhode Island
$1.55M -$16.1K -95 -1%
PTC
792
Private Trust Company
Ohio
$1.54M +$24.9K +147 +2%
SP
793
Symmetry Partners
Connecticut
$1.53M -$28.8K -170 -2%
SFS
794
Strategic Financial Services
New York
$1.52M -$38.2K -225 -3%
TPCW
795
TD Private Client Wealth
New York
$1.52M +$4.92K +29 +0.3%
DFA
796
DHJJ Financial Advisors
Illinois
$1.52M +$1.41M +8,328 New
FIM
797
Fruth Investment Management
Texas
$1.5M – – –
CT
798
Columbia Trust
Oregon
$1.5M +$1.4M +8,249 New
CG
799
Cutler Group
California
$1.5M +$1.4M +8,238 New
CAAS
800
Capital Asset Advisory Services
Michigan
$1.48M +$132K +777 +11%
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