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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1801
Fulcrum Capital
Washington
$215K +$192K +927 New
SCA
1802
SMH Capital Advisors
Texas
$214K +$191K +921 New
CNC
1803
Citizens & Northern Corp
Pennsylvania
$214K +$191K +925 New
LA
1804
LVW Advisors
New York
$213K +$190K +917 New
EFSCE
1805
Enterprise Financial Services Corp (EFSC)
Missouri
$212K +$5.59K +27 +3%
RGC
1806
Roberts, Glore & Co
Illinois
$212K +$189K +914 New
PI
1807
Pettee Investors
Connecticut
$211K -$104K -500 -36%
DOA
1808
D'Orazio & Associates
Virginia
$210K – – –
SBL
1809
Sargent Bickham Lagudis
Colorado
$210K +$11K +53 +6%
FUBT
1810
First United Bank & Trust
Maryland
$210K +$187K +905 New
CCM
1811
Cullen Capital Management
New York
$209K +$186K +900 New
HCMT
1812
Highland Capital Management (Tennessee)
Tennessee
$209K +$186K +900 New
MPIM
1813
McGinn Penninger Investment Management
Virginia
$209K +$186K +900 New
LWP
1814
Legacy Wealth Planning
Nevada
$209K +$187K +901 New
WFG
1815
Wills Financial Group
Virginia
$209K +$187K +901 New
HC
1816
Hourglass Capital
Texas
$209K +$187K +902 New
CAS
1817
Cascadia Advisory Services
Oregon
$208K +$186K +897 New
FPGK
1818
Financial Partners Group (Kansas)
Kansas
$208K +$186K +897 New
JWM
1819
Jackson Wealth Management
Florida
$208K +$186K +899 New
HCP
1820
Hexagon Capital Partners
Arkansas
$206K -$3.52K -17 -2%
CWA
1821
Canvas Wealth Advisors
Kansas
$206K +$184K +890 New
HHGA
1822
Halbert Hargrove Global Advisors
California
$206K +$184K +890 New
KCM
1823
Kornitzer Capital Management
Kansas
$206K +$184K +890 New
KFGK
1824
Keystone Financial Group (Kentucky)
Kentucky
$205K +$183K +882 New
SHGA
1825
Sand Hill Global Advisors
California
$205K +$183K +885 New
71 72
73
74 75