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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WRM
901
Weybosset Research & Management
Rhode Island
$220K +$217K +2,900 New
LOAMS
902
Lombard Odier Asset Management (Switzerland)
Switzerland
$219K -$118K -1,576 -35%
OWP
903
Obermeyer Wealth Partners
Colorado
$219K -$7.49K -100 -3%
WC
904
Whitnell & Co
Illinois
$218K -$9.21K -123 -4%
BOTW
905
Bank of the West
California
$218K +$216K +2,885 New
TNB
906
Thomasville National Bank
Georgia
$217K – – –
FNB
907
First Niagara Bank
New York
$214K +$2.92K +39 +1%
CIA
908
Choate Investment Advisors
Massachusetts
$213K -$1.87K -25 -0.9%
WFG
909
Wills Financial Group
Virginia
$213K – – –
MBT
910
Montecito Bank & Trust
California
$213K +$211K +2,815 New
ISB
911
Iowa State Bank
Iowa
$210K +$3.75K +50 +2%
CAM
912
Concorde Asset Management
Michigan
$210K +$6.22K +83 +3%
GAM
913
Gotham Asset Management
New York
$207K -$24M -320,128 -99%
KWMG
914
King Wealth Management Group
Florida
$206K -$81.6K -1,089 -29%
CC
915
Courier Capital
New York
$206K -$2.47K -33 -1%
SBL
916
Sargent Bickham Lagudis
Colorado
$206K – – –
JG
917
Jefferies Group
New York
$206K +$177K +2,361 +675%
BFPW
918
BOK Financial Private Wealth
Colorado
$206K +$204K +2,723 New
AP
919
Atwood & Palmer
Missouri
$205K -$30.3K -405 -13%
SCM
920
Salem Capital Management
Massachusetts
$205K – – –
B
921
Bailard
California
$205K +$203K +2,705 New
TCM
922
Traynor Capital Management
Pennsylvania
$204K -$36.3K -484 -15%
TC
923
Telemus Capital
Michigan
$202K +$199K +2,661 New
AP
924
Appleton Partners
Massachusetts
$201K – – –
GAM
925
Gould Asset Management
California
$200K +$197K +2,635 New
35 36
37
38 39