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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1026
Kelleher Financial Advisors
New York
$481K +$467K +3,531 New
MBT
1027
Montecito Bank & Trust
California
$478K – – –
KF
1028
Krilogy Financial
Missouri
$478K +$96.3K +729 +26%
OFS
1029
OneAscent Financial Services
Alabama
$478K +$463K +3,506 New
PL
1030
Perpetual Ltd
Australia
$477K +$462K +3,500 New
ASC
1031
Atalanta Sosnoff Capital
New York
$475K +$15.9K +120 +4%
BCA
1032
Bay Colony Advisors
Massachusetts
$474K +$214K +1,618 +87%
UF
1033
Univest Financial
Pennsylvania
$471K -$8.06K -61 -2%
TFA
1034
Toth Financial Advisory
Virginia
$470K +$925 +7 +0.2%
BAS
1035
Brown Advisory Securities
Maryland
$467K -$335K -2,539 -43%
BRM
1036
Boston Research & Management
Massachusetts
$466K +$18.5K +140 +4%
LB
1037
Landmark Bank
Missouri
$462K +$36.6K +277 +9%
WI
1038
Wintrust Investments
Illinois
$460K +$2.64K +20 +0.6%
ACA
1039
Aptus Capital Advisors
Alabama
$459K +$88.3K +668 +25%
HR
1040
Howe & Rusling
New York
$457K -$154K -1,164 -26%
DBIA
1041
Dumont & Blake Investment Advisors
New Jersey
$457K +$443K +3,355 New
PCG
1042
Private Capital Group
Connecticut
$456K -$160K -1,210 -26%
SWA
1043
Stratos Wealth Advisors
Ohio
$456K -$925 -7 -0.2%
KA
1044
KLCM Advisors
Wisconsin
$456K +$13.2K +100 +3%
B
1045
Bailard
California
$456K +$72.7K +550 +20%
ECM
1046
Evergreen Capital Management
Washington
$454K -$15.9K -120 -3%
MCM
1047
Maryland Capital Management
Maryland
$451K +$25.1K +190 +6%
KPW
1048
Kore Private Wealth
New York
$449K +$4.1K +31 +1%
BP
1049
Ballentine Partners
Massachusetts
$449K +$74.5K +564 +21%
DAS
1050
Dynamic Advisor Solutions
Arizona
$449K +$195K +1,478 +81%
40 41
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