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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
901
PFG Advisors
Arizona
$522K +$287K +2,247 +97%
SIM
902
Sonora Investment Management
Arizona
$521K +$19.3K +151 +3%
MBTD
903
Mechanics Bank - Trust Department
California
$518K – – –
TC
904
Trust Company
Kansas
$517K – – –
WSCM
905
Wellington Shields Capital Management
New York
$516K – – –
FNT
906
First National Trust
Pennsylvania
$516K +$34.7K +272 +7%
ACWM
907
Adams Chetwood Wealth Management
North Carolina
$516K +$62K +485 +12%
WWM
908
Windsor Wealth Management
Indiana
$515K -$51.1K -400 -8%
BFM
909
Boston Financial Management
Massachusetts
$513K -$19.8K -155 -3%
MCM
910
MAI Capital Management
Ohio
$511K +$99.6K +780 +22%
OAM
911
Optimal Asset Management
California
$511K +$204K +1,600 +57%
HA
912
Harfst & Associates
Wyoming
$511K +$357K +2,797 +173%
TPCW
913
TD Private Client Wealth
New York
$509K +$58.9K +461 +12%
MCM
914
Manchester Capital Management
Vermont
$506K – – –
HVIA
915
Hudson Valley Investment Advisors
New York
$505K -$1.28K -10 -0.2%
LB
916
Legacy Bridge
Iowa
$504K -$91.7K -718 -14%
SIA
917
Sit Investment Associates
Minnesota
$504K – – –
BHBT
918
Burke & Herbert Bank & Trust
Virginia
$504K +$32.1K +251 +6%
LF
919
Lantz Financial
Illinois
$503K -$13.9K -109 -2%
CFS
920
CRA Financial Services
New Jersey
$495K +$7.92K +62 +1%
TAM
921
Taurus Asset Management
New York
$492K – – –
DSC
922
Duncker Streett & Co
Missouri
$490K – – –
FPCP
923
Fort Point Capital Partners
California
$486K -$21.1K -165 -4%
CCFCSB
924
Cape Cod Five Cents Savings Bank
Massachusetts
$485K -$20.4K -160 -4%
APA
925
American Portfolios Advisors
New York
$484K -$246K -1,923 -32%
35 36
37
38 39