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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
726
Ally Financial
Michigan
$1.01M +$1.02M +8,000 New
CK
727
Cohen Klingenstein
New York
$1.01M +$1.02M +8,000 New
SC
728
Savant Capital
Illinois
$1.01M -$4.83K -38 -0.5%
SM
729
Sciencast Management
New Jersey
$1M -$44.5K -350 -4%
SS
730
Simplicity Solutions
Minnesota
$999K -$861K -6,775 -46%
BPC
731
Banque Pictet & Cie
Switzerland
$998K -$1.1M -8,650 -52%
PTC
732
Philadelphia Trust Company
Pennsylvania
$997K -$95.3K -750 -9%
NFG
733
Nations Financial Group
Iowa
$994K +$85.1K +670 +10%
PT
734
Plimoth Trust
Massachusetts
$992K +$21.2K +167 +2%
BCP
735
Blackhawk Capital Partners
Wisconsin
$992K +$65.7K +517 +7%
GFA
736
Gifford Fong Associates
California
$985K – – –
CL
737
CPWM LLC
Washington
$978K +$116K +912 +13%
CAM
738
Cresset Asset Management
Illinois
$977K +$529K +4,160 +116%
GCM
739
Gables Capital Management
Florida
$973K +$9.53K +75 +1%
SWM
740
SeaCrest Wealth Management
New York
$966K -$26.4K -208 -3%
QIM
741
Quest Investment Management
Oregon
$961K – – –
MCWS
742
McKinley Carter Wealth Services
West Virginia
$956K +$612K +4,816 +175%
CPIA
743
Cornell Pochily Investment Advisors
New York
$943K -$122K -964 -11%
IAMOG
744
Investors Asset Management of Georgia
Georgia
$938K +$12.7K +100 +1%
ZB
745
Zions Bancorporation
Utah
$937K -$187K -1,473 -17%
SSWM
746
Smith Salley Wealth Management
North Carolina
$935K – – –
UBV
747
United Bank (Virginia)
Virginia
$935K +$25.4K +200 +3%
MAM
748
Morse Asset Management
Connecticut
$934K -$1.73M -13,626 -65%
FTI
749
Fiduciary Trust International
Massachusetts
$933K +$635 +5 +0.1%
FAIM
750
Financial Advocates Investment Management
Washington
$929K -$16K -126 -2%
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