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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
451
Rand Wealth
Maryland
$2.65M +$74.7K +883 +3%
FAAM
452
First Allied Asset Management
California
$2.65M +$2.74M +32,442 New
SF
453
Synovus Financial
Georgia
$2.62M -$1.38M -16,375 -34%
WSA
454
Willow Street Advisors
Florida
$2.62M +$531K +6,275 +25%
TCOV
455
Trust Company of Vermont
Vermont
$2.62M +$493K +5,829 +23%
FTIOP
456
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.6M -$69.4K -820 -3%
LFR
457
Lehman Financial Resources
Pennsylvania
$2.58M +$84.6K +1,000 +3%
EWM
458
Endurance Wealth Management
Rhode Island
$2.58M +$228K +2,698 +10%
AAM
459
AR Asset Management
California
$2.54M – – –
EWM
460
Evercore Wealth Management
New York
$2.47M -$401K -4,740 -14%
RCM
461
Riverhead Capital Management
Delaware
$2.46M – – –
AP
462
Appleton Partners
Massachusetts
$2.45M -$4.99M -59,037 -67%
LC
463
Lakeshore Capital
Alabama
$2.45M +$29.3K +346 +1%
ACM
464
Alpha Capital Management
Texas
$2.44M +$40.3K +476 +2%
OPCM
465
Osborne Partners Capital Management
California
$2.44M -$118K -1,400 -5%
BG
466
Bahl & Gaynor
Ohio
$2.43M -$3.55K -42 -0.1%
GHA
467
GW Henssler & Associates
Georgia
$2.41M +$160K +1,886 +7%
SWM
468
Segment Wealth Management
Texas
$2.4M +$1.29M +15,311 +114%
CCMINC
469
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.39M +$39.7K +469 +2%
SGDR
470
SPX Gestao de Recursos
Brazil
$2.39M +$2.43M +28,700 New
OIA
471
Optimum Investment Advisors
Illinois
$2.38M +$2.42M +28,602 New
NA
472
Navellier & Associates
Nevada
$2.37M +$84.6K +1,000 +4%
UF
473
Univest Financial
Pennsylvania
$2.37M +$12.1K +143 +0.5%
NRS
474
Neville Rodie & Shaw
New York
$2.37M -$29.2K -345 -1%
SIC
475
Sigma Investment Counselors
Michigan
$2.35M +$128K +1,511 +6%
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