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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
951
Birch Hill Investment Advisors
Massachusetts
$629K +$46.7K +296 +7%
WSCM
952
Wellington Shields Capital Management
New York
$627K +$166K +1,050 +33%
TAM
953
Taurus Asset Management
New York
$625K – – –
ANRIA
954
American National Registered Investment Advisor
Texas
$624K -$19.7K -125 -3%
GCP
955
GSA Capital Partners
United Kingdom
$623K +$667K +4,226 New
IA
956
IFG Advisory
Georgia
$622K +$86.7K +549 +15%
CB
957
Cadence Bank
Mississippi
$620K – – –
WWM
958
Windsor Wealth Management
Indiana
$620K +$84.2K +533 +14%
PTC
959
Philadelphia Trust Company
Pennsylvania
$619K +$139K +880 +27%
ID
960
Integral Derivatives
New York
$619K +$663K +4,198 New
MNBTD
961
Moody National Bank Trust Division
Texas
$618K -$19.7K -125 -3%
PHK
962
Point72 Hong Kong
Hong Kong
$616K +$659K +4,171 +37,918%
DAM
963
Diamant Asset Management
Connecticut
$615K – – –
CTA
964
Chesley Taft & Associates
Illinois
$614K +$2.37K +15 +0.4%
OWIM
965
Old West Investment Management
California
$610K +$654K +4,140 New
DSC
966
Duncker Streett & Co
Missouri
$607K -$63.2K -400 -9%
SWA
967
Sutton Wealth Advisors
Florida
$607K +$39.5K +250 +6%
OC
968
Oarsman Capital
Wisconsin
$604K -$40.3K -255 -6%
EWM
969
Evermay Wealth Management
Virginia
$604K +$197K +1,250 +44%
THWM
970
Taylor Hoffman Wealth Management
Virginia
$601K +$16.4K +104 +3%
SSB
971
Sandy Spring Bank
Maryland
$599K +$487K +3,086 +315%
AFNAS
972
American Financial Network Advisory Services
California
$594K -$1.06M -6,743 -99%
GH
973
GAM Holding
Switzerland
$593K -$685K -4,341 -52%
SC
974
Saybrook Capital
North Carolina
$590K – – –
SKK
975
Shepherd Kaplan Krochuk
Massachusetts
$590K – – –
37 38
39
40 41