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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
776
Chesley Taft & Associates
Illinois
$739K +$5.98K +70 +0.9%
KFS
777
Kurt F. Somerville
$718K -$17.1K -200 -2%
RBC
778
Ronald Blue & Co
Georgia
$714K -$254K -2,971 -27%
TIA
779
Tiemann Investment Advisors
California
$712K +$669K +7,840 New
CWM
780
Concert Wealth Management
California
$710K +$25.7K +301 +4%
YP
781
Yellowstone Partners
Idaho
$706K +$663K +7,770 New
EWA
782
EP Wealth Advisors
California
$705K +$23.2K +272 +4%
QIM
783
Quest Investment Management
Oregon
$703K – – –
CPO
784
Cerity Partners OCIO
New York
$696K +$35.2K +412 +6%
CT
785
Coastline Trust
Rhode Island
$673K +$9.82K +115 +2%
JG
786
Jefferies Group
New York
$671K -$757K -8,867 -55%
ARMT
787
Amica Retiree Medical Trust
Rhode Island
$671K +$631K +7,394 New
SA
788
Strategic Advisors
New York
$665K +$12.6K +147 +2%
PSI
789
Pinnacle Summer Investments
Virginia
$663K – – –
FBT
790
First Bankers Trust
Kentucky
$657K +$115K +1,345 +23%
EVC
791
Eidelman Virant Capital
Missouri
$653K +$8.54K +100 +1%
WJA
792
Williams Jones & Associates
New York
$638K -$776K -9,093 -56%
LPC
793
Loeb Partners Corp
New York
$636K – – –
BDF
794
Balasa Dinverno & Foltz
$632K -$65.7K -770 -10%
CFA
795
Capstone Financial Advisors
Illinois
$632K +$595K +6,964 New
AHC
796
Anderson Hoagland & Co
Missouri
$622K – – –
VCAM
797
Van Cleef Asset Management
Ohio
$622K +$585K +6,852 New
IIM
798
Intact Investment Management
Quebec, Canada
$618K – – –
CCFCSB
799
Cape Cod Five Cents Savings Bank
Massachusetts
$609K +$598 +7 +0.1%
JWA
800
JFS Wealth Advisors
Pennsylvania
$607K +$68K +797 +14%
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