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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
826
Kelleher Financial Advisors
New York
$320K +$281K +4,183 New
LPT
827
Legacy Private Trust
Wisconsin
$319K +$280K +4,170 New
FFC
828
First Financial Corp
Indiana
$318K -$72.7K -1,084 -21%
VWM
829
Vector Wealth Management
Minnesota
$317K -$12.9K -192 -4%
IC
830
InterOcean Capital
Illinois
$316K -$6.71K -100 -2%
PFPT
831
Pinnacle Financial Partners (Tennessee)
Tennessee
$315K -$148K -2,200 -35%
ST
832
Smithfield Trust
Pennsylvania
$315K -$11.4K -170 -4%
ST
833
Sabal Trust
Florida
$314K +$6.71K +100 +3%
RCM
834
Reynolds Capital Management
Nevada
$314K +$275K +4,100 New
CCM
835
Catawba Capital Management
Virginia
$313K – – –
FIM
836
Freedom Investment Management
Connecticut
$308K -$8.12K -121 -3%
SC
837
Saybrook Capital
North Carolina
$306K -$491K -7,325 -65%
FNB
838
Farmers National Bank
Kentucky
$306K -$102K -1,517 -27%
ARMT
839
Amica Retiree Medical Trust
Rhode Island
$306K – – –
SIC
840
Schwartz Investment Counsel
Michigan
$306K – – –
LNC
841
Lincoln National Corp
Pennsylvania
$305K -$439K -6,550 -62%
HPBT
842
High Point Bank & Trust
North Carolina
$303K – – –
CAI
843
Capital Advisors Inc
Oklahoma
$303K +$265K +3,955 New
PAM
844
PartnerRe Asset Management
Connecticut
$300K – – –
CP
845
Camelot Portfolios
Ohio
$295K +$27.9K +416 +12%
AMM
846
American Money Management
California
$293K +$257K +3,827 New
KWMG
847
King Wealth Management Group
Florida
$291K +$255K +3,808 New
PFM
848
Parsec Financial Management
North Carolina
$289K -$16.8K -250 -6%
RIA
849
Regal Investment Advisors
Michigan
$289K +$253K +3,770 New
WDA
850
Wendell David Associates
New Hampshire
$287K -$191K -2,850 -43%
32 33
34
35 36