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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
826
Lincoln National Corp
Pennsylvania
$749K -$88.8K -699 -11%
SAM
827
Sawgrass Asset Management
Florida
$745K – – –
GPA
828
Garrison Point Advisors
California
$744K – – –
WAM
829
Wealthspire Advisors (Maryland)
Maryland
$742K -$16.3K -128 -2%
ARTA
830
A.R.T. Advisors
New York
$739K -$6.57M -51,700 -90%
BA
831
Boston Advisors
Massachusetts
$739K -$18.2K -143 -2%
PTC
832
Private Trust Company
Ohio
$734K -$111K -874 -13%
SMC
833
Smith, Moore & Co
Missouri
$728K +$15.6K +123 +2%
MA
834
Mutual Advisors
Nebraska
$727K -$131K -1,034 -15%
TWM
835
Torch Wealth Management
Ohio
$725K +$127 +1 +0%
HTC
836
Haverford Trust Company
Pennsylvania
$722K -$66.7K -525 -8%
NQWM
837
Northwest Quadrant Wealth Management
Oregon
$719K -$33.3K -262 -5%
WTB
838
Washington Trust Bank
Washington
$710K -$2.79K -22 -0.4%
BFG
839
Barber Financial Group
Kansas
$705K -$50.6K -398 -7%
VST
840
Van Strum & Towne
California
$705K – – –
WC
841
Woodstock Corp
Massachusetts
$702K -$3.18K -25 -0.4%
NNP
842
Nachman Norwood & Parrott
South Carolina
$701K -$16.5K -130 -2%
KFC
843
Klingenstein Fields & Co
New York
$701K – – –
CCA
844
Cobblestone Capital Advisors
New York
$701K +$24.8K +195 +4%
SCM
845
Schnieders Capital Management
California
$699K -$826K -6,500 -54%
HW
846
Hancock Whitney
Mississippi
$698K -$24.4K -192 -3%
CMO
847
Covenant Multifamily Offices
Texas
$693K +$6.22K +49 +0.9%
CCG
848
Cypress Capital Group
Florida
$690K +$1.91K +15 +0.3%
FCIM
849
Fairview Capital Investment Management
California
$689K – – –
KA
850
Kovack Advisors
Florida
$688K -$21.9K -172 -3%
32 33
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35 36