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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
926
Carret Asset Management
New York
$233K +$215K +2,625 New
WEC
927
Winslow Evans & Crocker
Massachusetts
$232K – – –
TF
928
Tompkins Financial
New York
$232K – – –
CCG
929
Cypress Capital Group
Florida
$231K -$43.8K -535 -17%
BONST
930
Bank of Nova Scotia Trust
Ontario, Canada
$231K +$213K +2,600 New
CCT
931
Chemung Canal Trust
New York
$231K +$213K +2,600 New
GXMC
932
Global X Management Company
New York
$230K +$169K +2,062 +388%
TNBTD
933
Trustmark National Bank Trust Department
Mississippi
$230K +$213K +2,600 New
SMH
934
Sanders Morris Harris
Texas
$229K +$192K +2,350 New
ZB
935
Zions Bancorporation
Utah
$228K -$1.39K -17 -0.7%
CCP
936
Corient Capital Partners
California
$228K +$210K +2,566 New
ECM
937
Estabrook Capital Management
New York
$226K – – –
AAM
938
Autus Asset Management
Arizona
$226K -$29.5K -360 -12%
CRC
939
Curi RMB Capital
Illinois
$226K +$209K +2,550 New
WA
940
Wealth Architects
California
$225K +$208K +2,545 New
BOTW
941
Bank of the West
California
$224K -$30.3K -370 -13%
CIC
942
Carnegie Investment Counsel
Ohio
$223K +$209K +2,550 New
CCM
943
Coldstream Capital Management
Washington
$222K +$204K +2,499 New
BBNB
944
Baker Boyer National Bank
Washington
$222K +$205K +2,500 New
KJHP
945
K.J. Harrison & Partners
Ontario, Canada
$222K +$205K +2,500 New
SYBT
946
Stock Yards Bank & Trust
Kentucky
$220K +$202K +2,470 New
RIM
947
Regent Investment Management
Kentucky
$220K +$202K +2,475 New
LWAC
948
Laurel Wealth Advisors (California)
California
$216K +$199K +2,435 New
TAM
949
Trillium Asset Management
Massachusetts
$216K +$199K +2,435 New
MCM
950
MAI Capital Management
Ohio
$216K +$199K +2,436 New
36 37
38
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