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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
901
Boston Research & Management
Massachusetts
$283K -$34.4K -400 -11%
BLAM
902
Bourne Lent Asset Management
New York
$280K – – –
CRC
903
Curi RMB Capital
Illinois
$280K – – –
DHFB
904
Dixon Hubard Feinour & Brown
Virginia
$280K – – –
CCMW
905
Cypress Capital Management (Wyoming)
Wyoming
$279K -$2.15K -25 -0.8%
CWM
906
Cabot Wealth Management
Massachusetts
$276K – – –
ST
907
Sabal Trust
Florida
$276K +$21.1K +245 +8%
SIA
908
Starfire Investment Advisers
Michigan
$276K – – –
TFO
909
Tarbox Family Office
California
$275K – – –
MCM
910
MAI Capital Management
Ohio
$272K – – –
LFR
911
Lehman Financial Resources
Pennsylvania
$271K +$12.9K +150 +5%
PFSC
912
Peoples Financial Services Corp
Pennsylvania
$271K +$17.2K +200 +7%
NPF
913
Norris Perne & French
Michigan
$269K -$8.6K -100 -3%
MCWS
914
McKinley Carter Wealth Services
West Virginia
$267K – – –
IIC
915
Ironwood Investment Counsel
Arizona
$266K +$946 +11 +0.4%
GC
916
Grimes & Company
Massachusetts
$264K -$10.9K -127 -4%
AP
917
Atwood & Palmer
Missouri
$263K – – –
FNBSF
918
First National Bank Sioux Falls
South Dakota
$263K – – –
CC
919
Courier Capital
New York
$263K +$13K +151 +5%
PP
920
Pegasus Partners
Wisconsin
$263K +$267K +3,100 New
NPPM
921
North Point Portfolio Managers
Ohio
$261K – – –
DWT
922
Dorsey & Whitney Trust
South Dakota
$261K +$1.98K +23 +0.8%
SCA
923
STALEY CAPITAL ADVISERS
Pennsylvania
$258K -$12.9K -150 -5%
SGAM
924
Steinberg Global Asset Management
Florida
$257K -$10.1K -117 -4%
TNB
925
Thomasville National Bank
Georgia
$256K -$10.3K -120 -4%
35 36
37
38 39