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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
876
Haverford Trust Company
Pennsylvania
$280K +$16.4K +200 +7%
PL
877
Parkwood LLC
Ohio
$279K +$257K +3,142 New
MCM
878
MV Capital Management
Maryland
$278K -$34.4K -421 -12%
TCOT
879
Trust Company of Toledo
Ohio
$278K – – –
LPT
880
Legacy Private Trust
Wisconsin
$277K -$1.8K -22 -0.7%
SIM
881
Sterling Investment Management
Arizona
$276K +$82 +1 +0%
CAI
882
Capital Advisors Inc
Oklahoma
$274K -$70.8K -865 -22%
MCWS
883
McKinley Carter Wealth Services
West Virginia
$274K – – –
NPPM
884
North Point Portfolio Managers
Ohio
$273K – – –
PL
885
Perpetual Ltd
Australia
$270K -$308K -3,768 -55%
SGAM
886
Steinberg Global Asset Management
Florida
$270K +$1.23K +15 +0.5%
ST
887
Sabal Trust
Florida
$268K -$91.1K -1,113 -27%
AI
888
Accredited Investors
Minnesota
$268K -$38.6K -472 -14%
BCB
889
Brian C. Broderick
$268K – – –
BC
890
Bartlett & Co
Ohio
$267K – – –
SIA
891
Starfire Investment Advisers
Michigan
$266K -$10.2K -125 -4%
WBG
892
Wharton Business Group
Pennsylvania
$266K -$596K -7,288 -71%
HA
893
Halsey Associates
Connecticut
$266K – – –
LCM
894
LVM Capital Management
Michigan
$266K +$200K +2,450 New
BFIM
895
Beese Fulmer Investment Management
Ohio
$266K +$245K +2,999 New
PPSG
896
Princeton Portfolio Strategies Group
New Jersey
$265K – – –
SIG
897
Schooner Investment Group
Pennsylvania
$265K – – –
PAM
898
Private Asset Management
California
$264K -$20.6K -252 -8%
DIS
899
Diversified Investment Strategies
Louisiana
$264K – – –
HSA
900
HBK Sorce Advisory
Pennsylvania
$263K -$4.66K -57 -2%
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36
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