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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IB
876
Intrust Bank
Kansas
$788K +$8.32K +60 +1%
BFO
877
Biltmore Family Office
North Carolina
$788K +$694K +5,000 New
FAIM
878
Financial Advocates Investment Management
Washington
$780K +$686K +4,948 New
CCFCSB
879
Cape Cod Five Cents Savings Bank
Massachusetts
$779K -$44K -317 -6%
RA
880
Rational Advisors
New York
$775K +$682K +4,915 New
TCM
881
Tuttle Capital Management
Connecticut
$774K +$682K +4,915 New
EMG
882
Ellington Management Group
Connecticut
$772K +$680K +4,900 New
FMII
883
Farmers & Merchants Investments Inc
Nebraska
$764K -$28K -202 -4%
CCA
884
Cobblestone Capital Advisors
New York
$764K +$673K +4,850 New
FIAS
885
FinTrust Investment Advisory Services
South Carolina
$761K -$4.86K -35 -0.7%
TAM
886
Taylor Asset Management
Ontario, Canada
$760K – – –
FQ
887
First Quadrant
California
$747K – – –
AIM
888
Aspen Investment Management
Michigan
$744K – – –
LMAM
889
Legg Mason Asset Management
Japan
$741K +$652K +4,700 New
WLIM
890
White Lighthouse Investment Management
Massachusetts
$741K +$652K +4,700 New
NSAM
891
North Star Asset Management
Wisconsin
$739K +$374K +2,700 +136%
ACM
892
AlphaStar Capital Management
North Carolina
$734K +$105K +755 +19%
UF
893
Univest Financial
Pennsylvania
$722K -$4.02K -29 -0.6%
TNBTD
894
Trustmark National Bank Trust Department
Mississippi
$722K – – –
WOC
895
West Oak Capital
California
$719K -$83.9K -605 -12%
AB
896
AT Bancorp
Iowa
$719K – – –
UR
897
USCA RIA
Texas
$711K -$156K -1,124 -20%
SFG
898
SNS Financial Group
Minnesota
$711K -$92.4K -666 -13%
DSC
899
Duncker Streett & Co
Missouri
$711K -$55.5K -400 -8%
ISB
900
Iowa State Bank
Iowa
$711K +$29.8K +215 +5%
34 35
36
37 38