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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
776
North American Management
Massachusetts
$701K -$872K -8,230 -54%
LOCC
777
Lombard Odier & Cie (Canada)
Quebec, Canada
$699K – – –
HB
778
Homrich & Berg
Georgia
$697K +$746K +7,037 New
EWA
779
EP Wealth Advisors
California
$693K -$28.9K -273 -4%
CTA
780
Colonial Trust Advisors
South Carolina
$693K +$7.95K +75 +1%
PAM
781
Premier Asset Management
Illinois
$681K – – –
FSA
782
Franklin Street Advisors
North Carolina
$677K – – –
SA
783
Strategic Advisors
New York
$676K -$11.9K -112 -2%
BDF
784
Balasa Dinverno & Foltz
$676K +$20.1K +190 +3%
DIA
785
Denver Investment Advisors
Colorado
$670K +$42.4K +400 +6%
AP
786
Advisor Partners
California
$665K +$16.7K +158 +2%
CCA
787
Checchi Capital Advisers
California
$663K +$156K +1,472 +28%
PAM
788
Princeton Alpha Management
New Jersey
$660K +$707K +6,666 New
PG
789
PEAK6 Group
Illinois
$655K -$2.83M -26,727 -80%
RCAG
790
Rehmann Capital Advisory Group
Michigan
$653K +$188K +1,777 +37%
DSN
791
D. Scott Neal
Kentucky
$648K +$12.2K +115 +2%
SWP
792
Stratos Wealth Partners
Ohio
$645K -$33.4K -315 -5%
RIL
793
Rothschild Investment LLC
Illinois
$645K +$8.48K +80 +1%
OC
794
Oarsman Capital
Wisconsin
$645K +$50.9K +480 +8%
TBA
795
Train Babcock Advisors
New York
$640K – – –
DR
796
Davis Rea
Ontario, Canada
$639K – – –
ANB
797
Amarillo National Bank
Texas
$638K – – –
FCIM
798
Fairview Capital Investment Management
California
$638K – – –
CCFCSB
799
Cape Cod Five Cents Savings Bank
Massachusetts
$633K -$7.63K -72 -1%
AT
800
Arden Trust
Delaware
$631K -$844K -7,958 -56%
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