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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
826
Monetary Management Group
Missouri
$398K -$63.4K -700 -14%
BHBT
827
Burke & Herbert Bank & Trust
Virginia
$396K – – –
SAA
828
Southeast Asset Advisors
Georgia
$395K +$997 +11 +0.3%
FHC
829
First Heartland Consultants
Missouri
$393K -$86.8K -958 -18%
FNT
830
First National Trust
Pennsylvania
$390K -$9.97K -110 -3%
IP
831
Isthmus Partners
Wisconsin
$390K – – –
CCM
832
Catawba Capital Management
Virginia
$389K – – –
FVP
833
Firefly Value Partners
Pennsylvania
$384K +$375K +4,142 New
HPBT
834
High Point Bank & Trust
North Carolina
$382K +$14K +155 +4%
ST
835
Smithfield Trust
Pennsylvania
$381K – – –
CCMD
836
Cypress Capital Management (Delaware)
Delaware
$381K +$372K +4,107 New
MAM
837
Mastrapasqua Asset Management
Tennessee
$379K +$3.17K +35 +0.9%
VF
838
Virtu Financial
New York
$379K +$370K +4,085 New
GXMC
839
Global X Management Company
New York
$378K +$135K +1,487 +57%
KWMG
840
King Wealth Management Group
Florida
$377K +$118K +1,305 +47%
WTB
841
Washington Trust Bank
Washington
$376K -$3.54K -39 -1%
SC
842
Saybrook Capital
North Carolina
$371K – – –
SIC
843
Schwartz Investment Counsel
Michigan
$371K – – –
ARMT
844
Amica Retiree Medical Trust
Rhode Island
$370K – – –
GT
845
Greenleaf Trust
Michigan
$370K +$15.9K +175 +5%
SFWA
846
Summit Financial Wealth Advisors
Louisiana
$367K -$32.4K -358 -8%
LC
847
LCNB Corp
Ohio
$367K +$359K +3,960 New
BSW
848
Buckingham Strategic Wealth
Missouri
$365K +$13.5K +149 +4%
MBT
849
Montecito Bank & Trust
California
$364K +$69.3K +765 +24%
SPC
850
Stewart & Patten Company
California
$363K -$68K -750 -16%
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