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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1051
Strategic Advisors
New York
$1.98M +$102K +287 +5%
TSW
1052
Thompson Siegel & Walmsley
Virginia
$1.98M -$116K -326 -5%
COA
1053
Crown Oak Advisors
California
$1.98M – – –
BFA
1054
Bragg Financial Advisors
North Carolina
$1.97M -$48.1K -135 -2%
CAM
1055
Cozad Asset Management
Illinois
$1.97M -$602K -1,690 -22%
KTC
1056
Kentucky Trust Company
Kentucky
$1.97M -$32.1K -90 -1%
ACM
1057
Aljian Capital Management
Nevada
$1.96M +$3.56K +10 +0.2%
BCWM
1058
Bartlett & Co Wealth Management
Ohio
$1.95M -$59.5K -167 -3%
PCTC
1059
Perkins Coie Trust Company
Washington
$1.94M -$92.3K -259 -4%
WA
1060
Wealth Architects
California
$1.94M +$623K +1,749 +42%
CSA
1061
Cottage Street Advisors
Massachusetts
$1.93M +$23.2K +65 +1%
FNBSF
1062
First National Bank Sioux Falls
South Dakota
$1.93M – – –
CIC
1063
Crawford Investment Counsel
Georgia
$1.93M +$643K +1,806 +45%
WHG
1064
Westwood Holdings Group
Texas
$1.93M -$19.9K -56 -0.9%
AWMT
1065
AAFMAA Wealth Management & Trust
North Carolina
$1.93M -$317K -889 -13%
JWA
1066
JFS Wealth Advisors
Pennsylvania
$1.92M +$921K +2,585 +80%
LGF
1067
LGT Group Foundation
Liechtenstein
$1.92M +$57K +160 +3%
DIA
1068
Dana Investment Advisors
Wisconsin
$1.91M -$11.6M -32,483 -85%
EFG
1069
Ethos Financial Group
Pennsylvania
$1.91M +$1.52M +4,263 +338%
BG
1070
Bahl & Gaynor
Ohio
$1.91M -$36.3K -102 -2%
VIA
1071
Victrix Investment Advisors
Florida
$1.9M +$12.8K +36 +0.6%
WPW
1072
Watershed Private Wealth
Illinois
$1.9M -$24.6K -69 -1%
HTC
1073
Haverford Trust Company
Pennsylvania
$1.89M -$159K -445 -7%
IP
1074
Intellectus Partners
California
$1.88M -$34.9K -98 -2%
IHL
1075
Investment House LLC
California
$1.88M -$8.9K -25 -0.4%
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