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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
T
926
Thomaspartners
Massachusetts
$341K +$108K +1,023 +42%
TTWM
927
TCV Trust & Wealth Management
Virginia
$339K -$13.6K -128 -4%
AUB
928
Atlantic Union Bankshares
Virginia
$337K -$11.7K -110 -3%
SAM
929
Strategy Asset Managers
California
$337K – – –
OA
930
Oxbow Advisors
Texas
$334K – – –
TC
931
TradeLink Capital
Illinois
$332K +$355K +3,353 New
CCM
932
Covington Capital Management
California
$330K +$41.8K +394 +13%
BC
933
Bartlett & Co
Ohio
$328K – – –
NL
934
NWAM LLC
Washington
$328K +$2.23K +21 +0.6%
IMS
935
Index Management Solutions
Pennsylvania
$327K +$22.4K +211 +7%
EHC
936
Everett Harris & Co
California
$326K – – –
SCA
937
STALEY CAPITAL ADVISERS
Pennsylvania
$322K +$15.9K +150 +5%
IIC
938
Ironwood Investment Counsel
Arizona
$320K -$14.5K -137 -4%
GC
939
Grimes & Company
Massachusetts
$319K +$12.9K +122 +4%
CCT
940
Country Club Trust
Missouri
$318K – – –
NDSI
941
Newman Dignan & Sheerar Inc
Rhode Island
$311K -$2.01K -19 -0.6%
TNB
942
Thomasville National Bank
Georgia
$311K – – –
HCM
943
Hilton Capital Management
New York
$308K – – –
SSB
944
Sandy Spring Bank
Maryland
$307K -$51.1K -482 -13%
HIC
945
Hartline Investment Corp
Illinois
$306K – – –
NPPM
946
North Point Portfolio Managers
Ohio
$305K – – –
MPI
947
Mairs & Power Inc
Minnesota
$304K +$51.5K +486 +19%
HPBT
948
High Point Bank & Trust
North Carolina
$304K +$55.3K +522 +21%
WEC
949
Winslow Evans & Crocker
Massachusetts
$303K -$53K -500 -14%
LFR
950
Lehman Financial Resources
Pennsylvania
$302K – – –
36 37
38
39 40