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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
801
Occidental Asset Management
California
$3.62M +$318K +995 +11%
CA
802
Cumberland Advisors
Florida
$3.61M – – –
CT
803
Cambridge Trust
Massachusetts
$3.59M +$759K +2,375 +32%
UM
804
UniSuper Management
Australia
$3.59M +$1.84M +5,744 +142%
HI
805
Hudock Inc
Pennsylvania
$3.58M +$1.28K +4 +0%
ATC
806
Argent Trust Co
Tennessee
$3.57M +$79.9K +250 +3%
HSA
807
HBK Sorce Advisory
Pennsylvania
$3.57M +$278K +870 +10%
MCM
808
Mill Capital Management
North Carolina
$3.57M – – –
TC
809
Truvestments Capital
Florida
$3.56M -$144K -451 -4%
LFS
810
Legacy Financial Strategies
Kansas
$3.55M -$24.9K -78 -0.8%
PH
811
Pinnacle Holdings
Oklahoma
$3.55M -$251K -785 -8%
MOS
812
MGO One Seven
Ohio
$3.54M -$76.1K -238 -2%
H
813
HoyleCohen
California
$3.53M -$66.8K -209 -2%
WSC
814
Wellington Shields & Co
New York
$3.52M – – –
GIA
815
Gladstone Institutional Advisory
Florida
$3.52M -$516K -1,615 -14%
NP
816
NorthRock Partners
Minnesota
$3.5M +$94.6K +296 +3%
CA
817
Cambridge Advisors
Nebraska
$3.5M -$310K -969 -9%
SVWAG
818
Sound View Wealth Advisors Group
Georgia
$3.47M -$251K -785 -8%
RCM
819
RB Capital Management
Nevada
$3.47M +$61K +191 +2%
PAM
820
Palisade Asset Management
Minnesota
$3.47M – – –
SCP
821
Seizert Capital Partners
Michigan
$3.47M +$3.03M +9,467 New
MCWS
822
McKinley Carter Wealth Services
West Virginia
$3.46M -$58.8K -184 -2%
FNBTCON
823
First National Bank & Trust Co of Newtown
Pennsylvania
$3.45M -$20.1K -63 -0.7%
GTAM
824
Global Trust Asset Management
Florida
$3.45M +$321K +1,004 +12%
HAI
825
Hennessy Advisors Inc
California
$3.44M -$384K -1,200 -11%
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