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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
876
Essex Savings Bank
Connecticut
$793K +$13.3K +100 +2%
SVWA
877
Sound View Wealth Advisors
Georgia
$793K +$185K +1,391 +31%
WTB
878
Washington Trust Bank
Washington
$785K -$74.1K -558 -9%
SCP
879
Sandhill Capital Partners
New York
$784K +$93.8K +706 +14%
SLAM
880
Swiss Life Asset Management
$783K +$769K +5,786 New
IP
881
Investment Partners
Ohio
$783K -$81.6K -614 -10%
BA
882
BKS Advisors
Michigan
$780K -$87.8K -661 -10%
HA
883
Hamel Associates
New Jersey
$775K -$262K -1,975 -26%
ACM
884
AlphaStar Capital Management
North Carolina
$773K +$6.77K +51 +0.9%
HW
885
Hancock Whitney
Mississippi
$772K -$168K -1,264 -18%
KA
886
Kovack Advisors
Florida
$772K +$21.3K +160 +3%
TWM
887
Torch Wealth Management
Ohio
$771K +$755K +5,687 New
FDS
888
First Dallas Securities
Texas
$763K +$53.1K +400 +8%
WC
889
Woodstock Corp
Massachusetts
$759K -$44.5K -335 -6%
VST
890
Van Strum & Towne
California
$757K – – –
CFG
891
CMC Financial Group
Georgia
$754K +$33.7K +254 +5%
PCIA
892
Prime Capital Investment Advisors
Kansas
$753K -$173K -1,305 -19%
CCA
893
Cobblestone Capital Advisors
New York
$751K +$91K +685 +14%
NL
894
NVWM LLC
Pennsylvania
$749K -$266 -2 -0%
SCM
895
Schnieders Capital Management
California
$749K – – –
WAM
896
Wealthspire Advisors (Maryland)
Maryland
$748K -$194K -1,459 -21%
FNT
897
First National Trust
Pennsylvania
$748K +$65.4K +492 +10%
CWAG
898
Compton Wealth Advisory Group
Virginia
$747K +$4.65K +35 +0.6%
CCG
899
Cypress Capital Group
Florida
$745K -$59.8K -450 -8%
COI
900
Capital One Investing
Virginia
$745K – – –
34 35
36
37 38