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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BTNA
926
Bremer Trust National Association
Minnesota
$363K – – –
WSC
927
Wellington Shields & Co
New York
$363K – – –
PFBT
928
Parkside Financial Bank & Trust
Missouri
$360K +$3.49K +37 +1%
GLI
929
Guardian Life Insurance
New York
$356K -$660 -7 -0.2%
AAMU
930
Amundi Asset Management US
Massachusetts
$354K -$64.3K -682 -16%
WAM
931
Winslow Asset Management
Ohio
$353K – – –
BONST
932
Bank of Nova Scotia Trust
Ontario, Canada
$348K -$37.7K -400 -10%
HCM
933
Harvey Capital Management
Florida
$347K +$47.2K +500 +17%
BC
934
Bartlett & Co
Ohio
$346K +$6.79K +72 +2%
TTWM
935
TCV Trust & Wealth Management
Virginia
$338K -$27.4K -290 -8%
SAM
936
Strategy Asset Managers
California
$338K – – –
BHIA
937
Birch Hill Investment Advisors
Massachusetts
$335K – – –
IIC
938
Ironwood Investment Counsel
Arizona
$334K -$14.1K -149 -4%
WI
939
WHV Investments
California
$330K -$70.7K -750 -18%
AWA
940
Arete Wealth Advisors
Illinois
$330K -$34.5K -366 -10%
EHC
941
Everett Harris & Co
California
$327K – – –
AI
942
Atria Investments
North Carolina
$323K -$11.8K -125 -4%
CCMG
943
Clark Capital Management Group
Pennsylvania
$320K -$42.3K -449 -12%
TT
944
Tower Trust
Indiana
$318K +$943 +10 +0.3%
TFF
945
Timothy F. Fidgeon
$316K – – –
WEC
946
Winslow Evans & Crocker
Massachusetts
$314K -$10.8K -115 -4%
GHA
947
GW Henssler & Associates
Georgia
$310K -$2.47M -26,243 -89%
HCM
948
Hilton Capital Management
New York
$309K – – –
SCA
949
STALEY CAPITAL ADVISERS
Pennsylvania
$308K – – –
ANBTV
950
American National Bank & Trust (Virginia)
Virginia
$308K +$35.4K +375 +14%
36 37
38
39 40