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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
S
801
Seeyond
France
$708K -$430K -3,365 -35%
WP
802
WealthPLAN Partners
Nebraska
$708K +$636K +4,980 +295%
CCMG
803
Clark Capital Management Group
Pennsylvania
$703K -$93.8K -734 -11%
FHA
804
First Horizon Advisors
Tennessee
$702K -$282K -2,205 -27%
BOTW
805
Bank of the West
California
$701K -$147K -1,153 -16%
DLA
806
Douglas Lane & Associates
New York
$700K -$38.3K -300 -5%
MFG
807
MidWestOne Financial Group
Iowa
$699K – – –
FBC
808
Fairfield, Bush & Co
Connecticut
$696K – – –
PIM
809
Penobscot Investment Management
Massachusetts
$696K +$79.2K +620 +12%
SLAM
810
Swiss Life Asset Management
$696K -$37.7K -295 -5%
TPWA
811
TRUE Private Wealth Advisors
Oregon
$692K -$4.6K -36 -0.6%
MMG
812
Monetary Management Group
Missouri
$691K +$44.7K +350 +6%
AWM
813
Altium Wealth Management
New York
$690K +$229K +1,794 +43%
HWA
814
HCR Wealth Advisors
California
$688K +$758K +5,933 New
MJP
815
Michael J. Puzo
$685K -$12.8K -100 -2%
GBBWRPM
816
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$673K -$70K -548 -9%
BMC
817
Beaton Management Company
Massachusetts
$671K +$76.6K +600 +12%
NNP
818
Nachman Norwood & Parrott
South Carolina
$660K -$48.4K -379 -6%
TU
819
TDAM USA
Ontario, Canada
$652K +$80.9K +633 +13%
TNBTD
820
Trustmark National Bank Trust Department
Mississippi
$652K +$95K +744 +15%
WAM
821
Wealthspire Advisors (Maryland)
Maryland
$651K +$24.5K +192 +4%
BHA
822
Beech Hill Advisors
New York
$650K +$25.5K +200 +4%
BFG
823
Barber Financial Group
Kansas
$646K -$1.92K -15 -0.3%
GPA
824
Garrison Point Advisors
California
$645K -$42.8K -335 -6%
SAM
825
Sawgrass Asset Management
Florida
$642K +$221K +1,730 +46%
31 32
33
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