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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1151
Curi RMB Capital
Illinois
$403K +$18.1K +130 +5%
AP
1152
Atwood & Palmer
Missouri
$399K – – –
DIA
1153
Davidson Investment Advisors
Montana
$397K -$23K -165 -6%
FHC
1154
First Heartland Consultants
Missouri
$397K -$6.84K -49 -2%
ACA
1155
Affinity Capital Advisors
California
$397K +$375K +2,688 New
B
1156
Bailard
California
$396K -$78.7K -564 -17%
TAM
1157
Townsend Asset Management
North Carolina
$393K +$372K +2,664 New
TI
1158
tru Independence
Oregon
$393K +$472K +3,382 New
WPW
1159
Waldron Private Wealth
Pennsylvania
$392K – – –
DWM
1160
Dorchester Wealth Management
Quebec, Canada
$391K +$370K +2,650 New
NP
1161
NorthRock Partners
Minnesota
$390K +$369K +2,641 New
P
1162
Pitcairn
Pennsylvania
$389K +$15.5K +111 +4%
IA
1163
IFG Advisory
Georgia
$388K -$206K -1,473 -36%
TCOK
1164
Trust Company of Kansas
Kansas
$386K +$365K +2,614 New
BONST
1165
Bank of Nova Scotia Trust
Ontario, Canada
$384K +$419 +3 +0.1%
LA
1166
Legacy Advisors
Pennsylvania
$384K +$362K +2,597 New
TFO
1167
Tarbox Family Office
California
$383K -$1.4K -10 -0.4%
SPC
1168
Stewart & Patten Company
California
$382K – – –
LCM
1169
LVM Capital Management
Michigan
$382K +$29.7K +213 +9%
FCFC
1170
First Citizens Financial Corp
Iowa
$381K +$360K +2,583 New
HEIP
1171
Hudson Edge Investment Partners
New Jersey
$380K -$4.61K -33 -1%
CCM
1172
Crabel Capital Management
California
$380K +$359K +2,575 New
DIM
1173
Delta Investment Management
California
$379K +$359K +2,571 New
LBD
1174
Landsberg Bennett & Dubbaneh
Florida
$378K -$489K -3,505 -58%
BST
1175
Bath Savings Trust
Maine
$377K -$26.9K -193 -7%
45 46
47
48 49