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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
901
MV Capital Management
Maryland
$209K +$70.3K +1,006 +48%
FHA
902
First Horizon Advisors
Tennessee
$207K -$139K -1,986 -39%
BCB
903
Brian C. Broderick
$206K +$211K +3,024 New
SGAM
904
Steinberg Global Asset Management
Florida
$206K +$212K +3,027 New
WEC
905
Winslow Evans & Crocker
Massachusetts
$205K -$23.8K -340 -10%
SYBT
906
Stock Yards Bank & Trust
Kentucky
$205K -$32.2K -460 -13%
BC
907
Bartlett & Co
Ohio
$205K – – –
AIM
908
Assured Investment Management
New York
$205K +$178K +2,549 +546%
TNB
909
Thomasville National Bank
Georgia
$205K +$211K +3,019 New
MPWT
910
MassMutual Private Wealth & Trust
Connecticut
$205K +$61.3K +877 +41%
SIG
911
Schooner Investment Group
Pennsylvania
$204K -$140K -2,000 -40%
SOAMC
912
Spirit of America Management Corp
New York
$204K – – –
CIS
913
Capital International Sarl
California
$204K +$41.9K +600 +25%
RMCM
914
Reynders McVeigh Capital Management
Massachusetts
$204K +$209K +2,996 New
BWA
915
Burt Wealth Advisors
Maryland
$203K -$17.1K -245 -8%
PPSG
916
Princeton Portfolio Strategies Group
New Jersey
$203K +$208K +2,980 New
RIM
917
Regent Investment Management
Kentucky
$203K +$209K +2,990 New
IH
918
IFC Holdings
Florida
$202K -$15.5K -222 -7%
DIS
919
Diversified Investment Strategies
Louisiana
$202K +$208K +2,975 New
MCM
920
Mengis Capital Management
Oregon
$200K +$206K +2,944 New
CG
921
Cutler Group
California
$199K +$205K +2,931 New
ZB
922
Zions Bancorporation
Utah
$195K -$946K -13,527 -82%
FWM
923
Focused Wealth Management
New York
$190K +$62.5K +894 +47%
SMG
924
Spectrum Management Group
Indiana
$189K +$56.3K +805 +41%
GLI
925
Guardian Life Insurance
New York
$188K -$53.1K -759 -22%
35 36
37
38 39