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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BTNA
851
Bremer Trust National Association
Minnesota
$286K +$3.35K +50 +1%
SMG
852
Spectrum Management Group
Indiana
$285K +$63.7K +950 +34%
SAA
853
Southeast Asset Advisors
Georgia
$285K +$249K +3,717 New
TCOT
854
Trust Company of Toledo
Ohio
$284K -$26.2K -390 -10%
CCM
855
Coldstream Capital Management
Washington
$282K -$44.1K -658 -15%
CRC
856
Curi RMB Capital
Illinois
$282K +$26.8K +400 +12%
UAS
857
United Asset Strategies
New York
$282K +$27.4K +409 +13%
PAIA
858
Park Avenue Institutional Advisers
New York
$281K -$6.91K -103 -3%
SAM
859
Strategy Asset Managers
California
$279K – – –
NG
860
Northstar Group
New York
$277K +$805 +12 +0.3%
ACM
861
Alpha Capital Management
Texas
$276K +$242K +3,608 New
PFS
862
Prospera Financial Services
Texas
$276K +$242K +3,610 New
PAM
863
Premier Asset Management
Illinois
$273K – – –
VNA
864
Valley National Advisers
Pennsylvania
$273K +$5.1K +76 +2%
MWM
865
Modera Wealth Management
New Jersey
$273K +$239K +3,561 New
AAM
866
Autus Asset Management
Arizona
$271K -$310K -4,620 -57%
MPWT
867
MassMutual Private Wealth & Trust
Connecticut
$271K +$35.3K +527 +17%
DWT
868
Dorsey & Whitney Trust
South Dakota
$270K -$7.78K -116 -3%
WSC
869
Wellington Shields & Co
New York
$269K +$402 +6 +0.2%
PCMM
870
Private Capital Management (Minnesota)
Minnesota
$268K -$392K -5,850 -63%
WPC
871
Waters Parkerson & Co
Louisiana
$266K – – –
BIM
872
Bridges Investment Management
Nebraska
$263K +$10.1K +150 +5%
NB
873
Nicolet Bankshares
Wisconsin
$262K – – –
PAM
874
Private Asset Management
California
$262K – – –
TFO
875
Tarbox Family Office
California
$262K +$5.16K +77 +2%
33 34
35
36 37