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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
826
Laird Norton Wetherby Wealth Management
California
$418K +$15.1K +179 +4%
SBWM
827
Sunflower Bank Wealth Management
Arizona
$418K +$152K +1,800 +56%
KIC
828
Keating Investment Counselors
Florida
$417K -$169K -2,000 -29%
B
829
BancorpSouth
Mississippi
$417K – – –
SDJVC
830
St. Denis J. Villere & Co
Louisiana
$417K – – –
WG
831
Winchester Group
New York
$413K -$443K -5,233 -51%
JFGIW
832
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$411K -$44K -520 -10%
SG
833
Somerset Group
Minnesota
$411K – – –
SSB
834
Sandy Spring Bank
Maryland
$404K -$14.6K -173 -3%
FHC
835
First Heartland Consultants
Missouri
$401K +$66.9K +791 +20%
EHC
836
Everett Harris & Co
California
$400K – – –
CAS
837
CTC Alternative Strategies
Illinois
$399K -$98.4K -1,163 -20%
HI
838
Hudock Inc
Pennsylvania
$399K -$19.9K -235 -5%
AAMU
839
Amundi Asset Management US
Massachusetts
$395K +$66.5K +786 +20%
BTW
840
Boston Trust Walden
Massachusetts
$393K – – –
FMC
841
First Merchants Corp
Indiana
$391K +$33.8K +400 +9%
T
842
TradeWorx
New Jersey
$385K +$112K +1,328 +40%
BP
843
Ballentine Partners
Massachusetts
$384K +$49.1K +581 +14%
AP
844
Atwood & Palmer
Missouri
$383K -$354K -4,190 -48%
BT
845
Beacon Trust
New Jersey
$380K -$1.55M -18,282 -80%
PFBT
846
Parkside Financial Bank & Trust
Missouri
$380K -$29.1K -344 -7%
HTC
847
Haverford Trust Company
Pennsylvania
$379K -$8.46K -100 -2%
RPGK
848
Retirement Planning Group (Kansas)
Kansas
$378K +$507 +6 +0.1%
FCFC
849
First Commonwealth Financial Corp
Pennsylvania
$377K -$85.9K -1,016 -18%
LW
850
Linscomb Wealth
Texas
$376K -$27.4K -324 -7%
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