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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
826
Boston Advisors
Massachusetts
$954K -$541K -3,621 -34%
FWM
827
Focused Wealth Management
New York
$950K -$19.3K -129 -2%
SCP
828
Syntal Capital Partners
Texas
$946K -$331K -2,214 -24%
ECM
829
ETrade Capital Management
Virginia
$944K +$52.1K +349 +5%
IIA
830
IPG Investment Advisors
California
$941K -$399K -2,667 -28%
DHFB
831
Dixon Hubard Feinour & Brown
Virginia
$941K +$78.7K +527 +8%
IP
832
Investment Partners
Ohio
$933K -$148K -992 -13%
PTC
833
Private Trust Company
Ohio
$932K +$23.5K +157 +2%
CL
834
CPWM LLC
Washington
$927K -$1.79K -12 -0.2%
WTB
835
Washington Trust Bank
Washington
$915K -$6.28K -42 -0.6%
CT
836
Clearstead Trust
Maine
$909K – – –
TSW
837
Thompson Siegel & Walmsley
Virginia
$904K – – –
BFG
838
Barber Financial Group
Kansas
$895K -$5.68K -38 -0.6%
HW
839
Hancock Whitney
Mississippi
$894K +$5.08K +34 +0.5%
SAM
840
Sompo Asset Management
Japan
$893K +$983K +6,580 New
CA
841
Cynosure Advisors
Utah
$891K – – –
FI
842
FormulaFolio Investments
Michigan
$887K +$977K +6,541 New
H
843
HoyleCohen
California
$880K -$412K -2,759 -30%
CRC
844
Curi RMB Capital
Illinois
$878K -$13.1K -88 -1%
MSAM
845
Moloney Securities Asset Management
Missouri
$876K +$111K +740 +13%
CONA
846
Capital One National Association
New York
$875K +$62.9K +421 +7%
DWT
847
Dorsey & Whitney Trust
South Dakota
$874K +$54.2K +363 +6%
DPIM
848
Duff & Phelps Investment Management
Illinois
$869K – – –
FAIM
849
Financial Advocates Investment Management
Washington
$869K +$55.9K +374 +6%
PFPT
850
Pinnacle Financial Partners (Tennessee)
Tennessee
$863K +$140K +935 +17%
32 33
34
35 36