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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
1101
Ledyard National Bank
$389K -$3.95K -25 -0.9%
VST
1102
Van Strum & Towne
California
$387K +$26.8K +170 +7%
MGIA
1103
Moneta Group Investment Advisors
Missouri
$387K +$162K +1,025 +64%
QCIG
1104
Quad-Cities Investment Group
Iowa
$387K +$414K +2,622 New
DT
1105
Diversified Trust
Tennessee
$385K -$23.5K -149 -5%
YWP
1106
YorkBridge Wealth Partners
New York
$385K +$41.7K +264 +11%
MWM
1107
Merriman Wealth Management
Washington
$384K – – –
FCBT
1108
First Citizens Bank & Trust
North Carolina
$383K -$108K -682 -21%
SSWM
1109
Sheets Smith Wealth Management
North Carolina
$383K -$7.89K -50 -2%
BONST
1110
Bank of Nova Scotia Trust
Ontario, Canada
$383K – – –
MWM
1111
Mascoma Wealth Management
New Hampshire
$383K – – –
IP
1112
Isthmus Partners
Wisconsin
$381K – – –
FHC
1113
First Heartland Consultants
Missouri
$377K +$123K +779 +44%
TFO
1114
Tarbox Family Office
California
$376K -$56.7K -359 -12%
TF
1115
Tompkins Financial
New York
$373K -$167K -1,055 -29%
PP
1116
PrairieView Partners
Minnesota
$371K +$6.63K +42 +2%
SIM
1117
Sterling Investment Management
Arizona
$370K +$158 +1 +0%
WA
1118
Wealth Architects
California
$370K +$2.53K +16 +0.6%
GAM
1119
Garrison Asset Management
Arkansas
$369K – – –
WEC
1120
Winslow Evans & Crocker
Massachusetts
$369K -$443K -2,806 -53%
NG
1121
Northstar Group
New York
$368K -$37.3K -236 -9%
CFN
1122
Cordasco Financial Network
Florida
$368K – – –
RIM
1123
Regent Investment Management
Kentucky
$365K – – –
FMT
1124
First Mercantile Trust
Tennessee
$362K -$41.2K -261 -10%
LC
1125
LCNB Corp
Ohio
$362K -$36.5K -231 -9%
43 44
45
46 47