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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
601
Marshwinds Advisory
Georgia
$1.17M +$403K +4,845 +50%
SNT
602
Security National Trust
West Virginia
$1.17M -$2.58K -31 -0.2%
TSWM
603
Triangle Securities Wealth Management
North Carolina
$1.16M -$144K -1,735 -11%
LOAMS
604
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.16M +$1.19M +14,356 New
HC
605
Highmount Capital
New York
$1.14M +$49K +590 +4%
EFS
606
Essex Financial Services
Connecticut
$1.13M -$286K -3,446 -20%
ANBTV
607
American National Bank & Trust (Virginia)
Virginia
$1.12M +$209K +2,515 +22%
NG
608
NatWest Group
United Kingdom
$1.11M -$203K -2,442 -15%
BIM
609
Bridges Investment Management
Nebraska
$1.11M -$1.76M -21,200 -60%
BCM
610
Bluefin Capital Management
New York
$1.11M -$1.71M -20,590 -60%
HT
611
HighTower Trust
Texas
$1.11M – – –
BAS
612
Brown Advisory Securities
Maryland
$1.11M – – –
RAM
613
Redmond Asset Management
Virginia
$1.11M +$135K +1,626 +13%
DIA
614
Denver Investment Advisors
Colorado
$1.1M +$31.7K +382 +3%
SI
615
SII Investments
Wisconsin
$1.1M +$275K +3,312 +32%
CCT
616
Chemung Canal Trust
New York
$1.09M -$113K -1,360 -9%
FTC
617
Farmers Trust Company
Ohio
$1.09M +$47.4K +570 +4%
ICAS
618
Investors Capital Advisory Services
Massachusetts
$1.08M -$38.2K -460 -3%
CA
619
Cambridge Advisors
Nebraska
$1.08M -$45.7K -550 -4%
HVIA
620
Hudson Valley Investment Advisors
New York
$1.08M +$171K +2,060 +18%
BB
621
Busey Bank
Illinois
$1.07M +$453K +5,454 +69%
LS
622
Lupo Securities
Illinois
$1.06M +$1M +12,053 +964%
PP
623
Paloma Partners
Connecticut
$1.06M -$12.4M -149,518 -92%
1IA
624
1834 Investment Advisors
Wisconsin
$1.06M +$219K +2,630 +25%
JPMIA
625
J.P. Marvel Investment Advisors
Massachusetts
$1.05M -$21.6K -260 -2%
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