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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
926
TCV Trust & Wealth Management
Virginia
$386K +$16K +152 +4%
AUB
927
Atlantic Union Bankshares
Virginia
$382K -$327K -3,115 -47%
PFPT
928
Pinnacle Financial Partners (Tennessee)
Tennessee
$381K -$48.1K -458 -12%
AAMU
929
Amundi Asset Management US
Massachusetts
$381K -$5.67K -54 -2%
PFS
930
Prospera Financial Services
Texas
$380K -$54.4K -518 -13%
HCM
931
Harvey Capital Management
Florida
$380K – – –
AFG
932
Albion Financial Group
Utah
$373K +$361K +3,435 New
PHS
933
Pekin Hardy Strauss
Illinois
$372K -$84K -800 -19%
SAM
934
Strategy Asset Managers
California
$369K – – –
BHIA
935
Birch Hill Investment Advisors
Massachusetts
$367K – – –
OA
936
Oxbow Advisors
Texas
$366K -$42K -400 -11%
IIC
937
Ironwood Investment Counsel
Arizona
$366K +$945 +9 +0.3%
IH
938
IFC Holdings
Florida
$360K -$77.4K -737 -18%
BC
939
Bartlett & Co
Ohio
$360K -$18.1K -172 -5%
FBFS
940
First Business Financial Services
Wisconsin
$359K +$35.9K +342 +12%
EHC
941
Everett Harris & Co
California
$358K – – –
ACM
942
Apex Capital Management
Ohio
$358K +$22.3K +212 +7%
NL
943
NWAM LLC
Washington
$358K +$345K +3,291 New
CCT
944
Country Club Trust
Missouri
$349K +$50.4K +480 +18%
MCM
945
MAI Capital Management
Ohio
$348K +$336K +3,200 New
AI
946
Atria Investments
North Carolina
$346K -$6.82K -65 -2%
NDSI
947
Newman Dignan & Sheerar Inc
Rhode Island
$344K +$42K +400 +14%
TNB
948
Thomasville National Bank
Georgia
$341K +$10.5K +100 +3%
HCM
949
Hilton Capital Management
New York
$338K – – –
SCA
950
STALEY CAPITAL ADVISERS
Pennsylvania
$337K – – –
36 37
38
39 40