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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KT
751
Kanaly Trust
Texas
$644K – – –
CWM
752
Concert Wealth Management
California
$628K -$123K -1,458 -16%
EWA
753
EP Wealth Advisors
California
$625K -$105K -1,240 -14%
GA
754
Geneva Advisors
Illinois
$623K -$125K -1,477 -17%
SC
755
Skylands Capital
Wisconsin
$613K +$33.8K +400 +6%
CT
756
Coastline Trust
Rhode Island
$609K – – –
PSI
757
Pinnacle Summer Investments
Virginia
$609K +$28.8K +341 +5%
CWP
758
Capital Wealth Planning
Florida
$606K +$615K +7,272 New
CPO
759
Cerity Partners OCIO
New York
$605K -$8.8K -104 -1%
FNB
760
First Niagara Bank
New York
$601K +$33.2K +392 +6%
SA
761
Strategic Advisors
New York
$599K +$153K +1,804 +34%
EVC
762
Eidelman Virant Capital
Missouri
$592K – – –
BWAM
763
Boyd Watterson Asset Management
Ohio
$588K -$25.4K -300 -4%
LPC
764
Loeb Partners Corp
New York
$584K – – –
OSNBOA
765
Old Second National Bank of Aurora
Illinois
$582K – – –
MCM
766
Maryland Capital Management
Maryland
$579K -$38.4K -454 -6%
IH
767
IFC Holdings
Florida
$579K +$37.5K +443 +7%
AHC
768
Anderson Hoagland & Co
Missouri
$571K +$579K +6,850 New
AIA
769
Avalon Investment & Advisory
Texas
$570K -$7.69M -90,888 -93%
IIM
770
Intact Investment Management
Quebec, Canada
$567K +$304K +3,600 +113%
CCFCSB
771
Cape Cod Five Cents Savings Bank
Massachusetts
$559K -$43.8K -518 -7%
SC
772
StellarOne Corp
Virginia
$553K -$52.9K -625 -9%
RCAG
773
Rehmann Capital Advisory Group
Michigan
$550K +$10.6K +125 +2%
FCIM
774
Fairview Capital Investment Management
California
$547K – – –
ITIM
775
Indiana Trust & Investment Management
Indiana
$542K -$8.46K -100 -2%
29 30
31
32 33