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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
751
Essex Financial Services
Connecticut
$1.26M +$167K +1,188 +16%
OAM
752
Oak Asset Management
California
$1.25M -$8.71K -62 -0.8%
GJIC
753
Gamble Jones Investment Counsel
California
$1.25M – – –
OA
754
Oxbow Advisors
Texas
$1.24M -$14K -100 -1%
TPCW
755
TD Private Client Wealth
New York
$1.24M +$165K +1,174 +16%
CCM
756
CAAS Capital Management
New York
$1.24M -$1.12M -8,000 -49%
HSA
757
HBK Sorce Advisory
Pennsylvania
$1.24M -$282K -2,010 -19%
PTC
758
Private Trust Company
Ohio
$1.24M +$441K +3,139 +61%
PA
759
Probity Advisors
Texas
$1.23M +$57.6K +410 +5%
MAM
760
Meeder Asset Management
Ohio
$1.23M -$809K -5,757 -41%
FIM
761
Fruth Investment Management
Texas
$1.23M -$14K -100 -1%
HIM
762
HawsGoodwin Investment Management
Tennessee
$1.22M +$14.3K +102 +1%
PAM
763
Private Asset Management
California
$1.22M -$42.1K -300 -4%
CI
764
Conning Inc
Connecticut
$1.22M +$5.62K +40 +0.5%
MPWT
765
MassMutual Private Wealth & Trust
Connecticut
$1.21M +$1.02M +7,238 +811%
LFS
766
Legacy Financial Strategies
Kansas
$1.21M +$1.14M +8,129 New
IA
767
IFP Advisors
Florida
$1.2M -$1.69K -12 -0.1%
PFPT
768
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.2M -$104K -738 -8%
WT
769
Washington Trust
Rhode Island
$1.2M +$3.93K +28 +0.3%
DSN
770
D. Scott Neal
Kentucky
$1.2M – – –
B
771
Bailard
California
$1.2M +$21.8K +155 +2%
CK
772
Cohen Klingenstein
New York
$1.19M – – –
SWM
773
SeaCrest Wealth Management
New York
$1.19M +$16.2K +115 +1%
CSS
774
Cubist Systematic Strategies
Connecticut
$1.18M -$472K -3,362 -30%
CCG
775
Cypress Capital Group
Florida
$1.18M +$121K +860 +12%
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