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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MBTD
976
Mechanics Bank - Trust Department
California
$642K -$21.1K -150 -3%
LF
977
Lantz Financial
Illinois
$642K +$140 +1 +0%
FI
978
FormulaFolio Investments
Michigan
$640K +$1.69K +12 +0.3%
JSC
979
Jackson Square Capital
California
$638K +$28K +199 +5%
CNFG
980
Creegan & Nassoura Financial Group
New Hampshire
$634K -$21.1K -150 -3%
KAS
981
Kemnay Advisory Services
New York
$634K +$597K +4,252 New
CC
982
Courier Capital
New York
$633K -$3.23K -23 -0.6%
CGL
983
Clarius Group LLC
Washington
$631K +$7.59K +54 +1%
FNT
984
First National Trust
Pennsylvania
$631K +$36.9K +263 +7%
PPW
985
Parcion Private Wealth
Washington
$626K -$155K -1,100 -21%
IGGA
986
Iron Gate Global Advisors
Utah
$623K +$69K +491 +13%
CC
987
Chicago Capital
Illinois
$618K – – –
OWIM
988
Old West Investment Management
California
$617K – – –
HVIA
989
Hudson Valley Investment Advisors
New York
$616K -$3.51K -25 -0.6%
SWA
990
Sutton Wealth Advisors
Florida
$616K +$421 +3 +0.1%
CB
991
Cadence Bank
Mississippi
$615K -$14K -100 -2%
BPA
992
Beacon Pointe Advisors
California
$614K +$38.4K +273 +7%
CRC
993
Curi RMB Capital
Illinois
$614K +$227K +1,616 +65%
EGA
994
E&G Advisors
Texas
$612K – – –
EP
995
Edgestream Partners
New Jersey
$612K +$576K +4,103 New
RCM
996
RNC Capital Management
California
$605K -$5.62K -40 -1%
SBWM
997
Sunflower Bank Wealth Management
Arizona
$604K – – –
QIM
998
Quantitative Investment Management
Virginia
$601K -$994K -7,079 -64%
HI
999
Horizon Investments
North Carolina
$601K -$550K -3,914 -49%
COF
1000
Capital One Financial
Virginia
$601K -$70.2K -500 -11%
38 39
40
41 42