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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
826
Taurus Asset Management
New York
$285K – – –
IB
827
Intrust Bank
Kansas
$285K +$33.6K +439 +11%
RMAM
828
Raab & Moskowitz Asset Management
New Jersey
$282K +$18.1K +237 +6%
NG
829
Northstar Group
New York
$279K +$8.26K +108 +3%
AIM
830
Ada Investment Management
New York
$278K +$278K +3,630 New
OWP
831
Obermeyer Wealth Partners
Colorado
$277K -$73.4K -960 -18%
TCOT
832
Trust Company of Toledo
Ohio
$277K -$15.3K -200 -5%
HPBT
833
High Point Bank & Trust
North Carolina
$272K +$30.4K +397 +11%
MYAM
834
Meiji Yasuda Asset Management
Japan
$270K -$229K -2,989 -42%
ASN
835
Advisory Services Network
Georgia
$269K -$52.9K -691 -14%
UAS
836
United Asset Strategies
New York
$268K -$182K -2,375 -37%
FMC
837
First Merchants Corp
Indiana
$268K -$9.56K -125 -3%
CCM
838
Catawba Capital Management
Virginia
$268K -$2.29K -30 -0.7%
AAM
839
Aureus Asset Management
Massachusetts
$267K -$42.8K -560 -12%
IIC
840
Ironwood Investment Counsel
Arizona
$267K +$188K +2,453 +78%
PL
841
Plancorp LLC
Missouri
$267K +$312K +4,080 New
W
842
Wealthfront
California
$266K -$390K -5,104 -56%
BHA
843
Beech Hill Advisors
New York
$264K +$22.9K +300 +8%
PFM
844
Parsec Financial Management
North Carolina
$263K +$125K +1,635 +68%
PAIA
845
Park Avenue Institutional Advisers
New York
$262K -$5.66K -74 -2%
VC
846
Vicus Capital
Pennsylvania
$262K +$459 +6 +0.1%
KA
847
Kovack Advisors
Florida
$262K +$126K +1,651 +70%
ARMT
848
Amica Retiree Medical Trust
Rhode Island
$261K – – –
DAM
849
Deltec Asset Management
New York
$261K – – –
LNC
850
Lincoln National Corp
Pennsylvania
$261K +$27.7K +362 +10%
32 33
34
35 36