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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1801
SMH Capital Advisors
Texas
$214K +$191K +921 New
CNC
1802
Citizens & Northern Corp
Pennsylvania
$214K +$191K +925 New
LA
1803
LVW Advisors
New York
$213K +$190K +917 New
EFSCE
1804
Enterprise Financial Services Corp (EFSC)
Missouri
$212K +$5.59K +27 +3%
RGC
1805
Roberts, Glore & Co
Illinois
$212K +$189K +914 New
PI
1806
Pettee Investors
Connecticut
$211K -$104K -500 -36%
DOA
1807
D'Orazio & Associates
Virginia
$210K – – –
SBL
1808
Sargent Bickham Lagudis
Colorado
$210K +$11K +53 +6%
FUBT
1809
First United Bank & Trust
Maryland
$210K +$187K +905 New
CCM
1810
Cullen Capital Management
New York
$209K +$186K +900 New
HCMT
1811
Highland Capital Management (Tennessee)
Tennessee
$209K +$186K +900 New
MPIM
1812
McGinn Penninger Investment Management
Virginia
$209K +$186K +900 New
LWP
1813
Legacy Wealth Planning
Nevada
$209K +$187K +901 New
WFG
1814
Wills Financial Group
Virginia
$209K +$187K +901 New
HC
1815
Hourglass Capital
Texas
$209K +$187K +902 New
CAS
1816
Cascadia Advisory Services
Oregon
$208K +$186K +897 New
FPGK
1817
Financial Partners Group (Kansas)
Kansas
$208K +$186K +897 New
JWM
1818
Jackson Wealth Management
Florida
$208K +$186K +899 New
HCP
1819
Hexagon Capital Partners
Arkansas
$206K -$3.52K -17 -2%
CWA
1820
Canvas Wealth Advisors
Kansas
$206K +$184K +890 New
HHGA
1821
Halbert Hargrove Global Advisors
California
$206K +$184K +890 New
KCM
1822
Kornitzer Capital Management
Kansas
$206K +$184K +890 New
KFGK
1823
Keystone Financial Group (Kentucky)
Kentucky
$205K +$183K +882 New
SHGA
1824
Sand Hill Global Advisors
California
$205K +$183K +885 New
AWM
1825
Adams Wealth Management
Utah
$203K +$181K +876 New
71 72
73
74 75