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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AB
851
Atlas Brown
Kentucky
$260K +$76 +1 +0%
PVWM
852
Point View Wealth Management
New Jersey
$258K +$303K +3,955 New
PL
853
Perpetual Ltd
Australia
$253K -$133K -1,737 -31%
IC
854
IKOS CIF
Cyprus
$252K +$246K +3,218 +460%
CIA
855
Choate Investment Advisors
Massachusetts
$252K -$76.5K -1,000 -21%
HTC
856
Haverford Trust Company
Pennsylvania
$248K +$291K +3,800 New
EWA
857
EP Wealth Advisors
California
$246K -$55.4K -724 -16%
BTNA
858
Bremer Trust National Association
Minnesota
$246K -$42.1K -550 -13%
RCAG
859
Rehmann Capital Advisory Group
Michigan
$244K +$7.5K +98 +3%
AIM
860
Aspen Investment Management
Michigan
$243K +$765 +10 +0.3%
FG
861
Fiduciary Group
Georgia
$243K +$1.53K +20 +0.5%
BL
862
Bolton LP
Connecticut
$242K +$283K +3,700 New
SAM
863
Strategy Asset Managers
California
$239K
VCM
864
Violich Capital Management
California
$237K -$119K -1,550 -30%
PAM
865
Private Asset Management
California
$237K
First Manhattan
866
First Manhattan
New York
$235K +$382 +5 +0.1%
HCM
867
Hodges Capital Management
Texas
$235K +$275K +3,600 New
GLI
868
Guardian Life Insurance
New York
$230K +$66.7K +872 +33%
FMBTD
869
First Midwest Bank Trust Division
Illinois
$229K -$93.3K -1,220 -26%
AI
870
Atria Investments
North Carolina
$229K -$43.4K -568 -14%
WSC
871
Wellington Shields & Co
New York
$229K
SSG
872
Summit Securities Group
New York
$229K +$268K +3,500 New
SYBT
873
Stock Yards Bank & Trust
Kentucky
$228K -$94.2K -1,231 -26%
VNA
874
Valley National Advisers
Pennsylvania
$228K
PFSC
875
Peoples Financial Services Corp
Pennsylvania
$228K +$22.9K +300 +9%