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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
876
Somerset Group
Minnesota
$485K -$4.71K -50 -1%
TCOT
877
Trust Company of Toledo
Ohio
$480K -$398K -4,216 -47%
BTW
878
Boston Trust Walden
Massachusetts
$480K +$11.5K +122 +3%
HI
879
Hudock Inc
Pennsylvania
$478K -$2.64K -28 -0.6%
FMC
880
First Merchants Corp
Indiana
$477K -$9.43K -100 -2%
IRS
881
Invictus RG (Singapore)
Singapore
$474K +$85.1K +902 +23%
CC
882
CQS Cayman
Cayman Islands
$467K +$443K +4,700 New
ITIM
883
Indiana Trust & Investment Management
Indiana
$464K -$177K -1,880 -29%
JWA
884
JFS Wealth Advisors
Pennsylvania
$463K -$191K -2,024 -30%
RT
885
Reliance Trust
Georgia
$463K -$23.9K -253 -5%
HW
886
Hancock Whitney
Mississippi
$460K +$437K +4,630 New
RCAG
887
Rehmann Capital Advisory Group
Michigan
$457K -$24.7K -262 -5%
DAS
888
Dynamic Advisor Solutions
Arizona
$456K -$350K -3,716 -45%
AP
889
Atwood & Palmer
Missouri
$456K – – –
BP
890
Ballentine Partners
Massachusetts
$454K -$3.77K -40 -0.9%
PCM
891
Prelude Capital Management
New York
$453K -$67.5K -716 -14%
WAS
892
Winch Advisory Services
Wisconsin
$451K +$428K +4,540 New
CCA
893
Checchi Capital Advisers
California
$448K +$107K +1,132 +34%
FTI
894
Fiduciary Trust International
Massachusetts
$446K +$423K +4,484 New
RPGK
895
Retirement Planning Group (Kansas)
Kansas
$438K +$377 +4 +0.1%
PVWM
896
Point View Wealth Management
New Jersey
$435K – – –
CIC
897
Crawford Investment Counsel
Georgia
$433K +$10.4K +110 +3%
PL
898
Perpetual Ltd
Australia
$431K -$63K -668 -13%
HCM
899
Horrell Capital Management
Arkansas
$429K – – –
VF
900
Virtu Financial
New York
$426K +$404K +4,286 New
34 35
36
37 38