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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
651
PartnerRe Asset Management
Connecticut
$1.44M -$225K -2,141 -14%
TRIM
652
Thompson Rubinstein Investment Management
Oregon
$1.43M – – –
BC
653
Barnett & Company
Tennessee
$1.43M -$21K -200 -1%
CWM
654
Confluence Wealth Management
Oregon
$1.43M +$38.5K +367 +3%
DPIM
655
Duff & Phelps Investment Management
Illinois
$1.42M -$17.8K -170 -1%
JAFL
656
Jay A. Fishman Ltd
Michigan
$1.42M -$84K -800 -6%
MFS
657
Monetta Financial Services
Illinois
$1.41M – – –
IHL
658
Investment House LLC
California
$1.41M -$115K -1,100 -8%
RG
659
Renaissance Group
Kentucky
$1.41M -$50.8K -484 -4%
OMCS
660
Old Mutual Customised Solutions
South Africa
$1.4M -$52.5K -500 -4%
ECM
661
EagleClaw Capital Management
Massachusetts
$1.4M +$247K +2,350 +22%
GP
662
Girard Partners
Pennsylvania
$1.4M +$90.2K +859 +7%
SAM
663
Sawgrass Asset Management
Florida
$1.4M -$28.9K -275 -2%
CC
664
Cognios Capital
Kansas
$1.39M -$665K -6,335 -33%
SSG
665
Summit Securities Group
New York
$1.39M +$1.28M +12,200 +2,033%
BAC
666
Boys Arnold & Co
North Carolina
$1.37M -$24.5K -233 -2%
BAS
667
Brown Advisory Securities
Maryland
$1.36M +$146K +1,389 +12%
ACP
668
Ashfield Capital Partners
California
$1.36M -$10.5K -100 -0.8%
BOC
669
Barbara Oil Co
Illinois
$1.36M – – –
JIC
670
Johnson Investment Counsel
Ohio
$1.36M +$69.2K +659 +6%
BA
671
Birinyi Associates
Connecticut
$1.35M +$21K +200 +2%
ST
672
Spinnaker Trust
Maine
$1.34M -$65.6K -625 -5%
WS
673
Wedbush Securities
California
$1.33M -$593K -5,654 -32%
PGIM
674
Pacific Global Investment Management
California
$1.32M +$78K +743 +7%
EWM
675
Evercore Wealth Management
New York
$1.31M +$31.5K +300 +3%
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