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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
901
Fox Run Management
Connecticut
$712K +$784K +5,246 New
SCP
902
Sandhill Capital Partners
New York
$710K -$30.8K -206 -4%
ANB
903
Amarillo National Bank
Texas
$704K – – –
CI
904
Capital Innovations
Wisconsin
$704K – – –
SMC
905
Smith, Moore & Co
Missouri
$696K +$12.6K +84 +2%
RIL
906
Rothschild Investment LLC
Illinois
$696K +$14.9K +100 +2%
RWA
907
River Wealth Advisors
Pennsylvania
$694K -$26.9K -180 -3%
AF
908
Arrow Financial
New York
$694K +$239K +1,600 +45%
KA
909
Kovack Advisors
Florida
$691K -$466K -3,116 -38%
IGGA
910
Iron Gate Global Advisors
Utah
$691K +$299 +2 +0%
MGIA
911
Moneta Group Investment Advisors
Missouri
$685K +$363K +2,427 +92%
BFO
912
Biltmore Family Office
North Carolina
$678K -$149K -1,000 -17%
BAM
913
Barrett Asset Management
New York
$678K – – –
KC
914
KHP Capital
Oklahoma
$678K – – –
CC
915
Courier Capital
New York
$677K +$55.4K +371 +8%
GBBWRPM
916
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$674K – – –
MA
917
Mutual Advisors
Nebraska
$673K -$38.8K -260 -5%
FDS
918
First Dallas Securities
Texas
$672K -$79.9K -535 -10%
IB
919
Intrust Bank
Kansas
$667K -$33.2K -222 -4%
CCFCSB
920
Cape Cod Five Cents Savings Bank
Massachusetts
$661K +$4.33K +29 +0.6%
CCA
921
Cobblestone Capital Advisors
New York
$659K +$1.05K +7 +0.1%
HWA
922
HCR Wealth Advisors
California
$656K +$30K +201 +4%
UR
923
USCA RIA
Texas
$655K -$112K -751 -13%
MBT
924
Montecito Bank & Trust
California
$653K -$59.9K -401 -8%
CAG
925
Crestwood Advisors Group
Massachusetts
$650K -$76.1K -509 -10%
35 36
37
38 39