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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IC
826
InterOcean Capital
Illinois
$288K -$74.8K -1,070 -20%
AIM
827
Ada Investment Management
New York
$288K +$42.9K +614 +17%
TWM
828
Torch Wealth Management
Ohio
$284K -$12.9K -184 -4%
FIM
829
Freedom Investment Management
Connecticut
$282K -$498K -7,121 -63%
GCA
830
Gideon Capital Advisors
New York
$280K +$288K +4,121 New
TCOT
831
Trust Company of Toledo
Ohio
$278K -$10.1K -145 -3%
CCM
832
Catawba Capital Management
Virginia
$278K
WTB
833
Washington Trust Bank
Washington
$277K -$1.44M -20,657 -84%
PL
834
Plancorp LLC
Missouri
$277K
PFM
835
Parsec Financial Management
North Carolina
$274K
SIC
836
Schwartz Investment Counsel
Michigan
$272K -$12.2M -175,200 -98%
ST
837
Sabal Trust
Florida
$272K +$280K +4,000 New
ARMT
838
Amica Retiree Medical Trust
Rhode Island
$271K
HPBT
839
High Point Bank & Trust
North Carolina
$269K -$14K -200 -5%
ITIM
840
Indiana Trust & Investment Management
Indiana
$268K +$205K +2,935 New
PAM
841
PartnerRe Asset Management
Connecticut
$267K -$488K -6,980 -64%
PSI
842
Pinnacle Summer Investments
Virginia
$267K +$31.7K +453 +13%
IIC
843
Ironwood Investment Counsel
Arizona
$265K
First Manhattan
844
First Manhattan
New York
$265K +$21.3K +305 +8%
WJA
845
Williams Jones & Associates
New York
$262K -$387K -5,540 -59%
ZF
846
Zhang Financial
Michigan
$257K -$43.8K -627 -14%
PAIA
847
Park Avenue Institutional Advisers
New York
$256K -$17K -243 -6%
AIM
848
Aspen Investment Management
Michigan
$253K
BTNA
849
Bremer Trust National Association
Minnesota
$250K -$5.38K -77 -2%
AFWA
850
Ancora Family Wealth Advisors
Ohio
$249K -$204K -2,913 -44%