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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
926
Atwood & Palmer
Missouri
$250K -$5.11K -54 -2%
BFIM
927
Beese Fulmer Investment Management
Ohio
$250K – – –
MCM
928
MV Capital Management
Maryland
$246K -$28K -296 -10%
RMCM
929
Reynders McVeigh Capital Management
Massachusetts
$246K -$16.6K -175 -6%
AT
930
Argent Trust
Texas
$245K -$114K -1,200 -31%
VNA
931
Valley National Advisers
Pennsylvania
$245K -$65K -687 -21%
FIB
932
First Interstate Bank
Montana
$245K +$58.2K +615 +30%
PCA
933
Personal Capital Advisors
California
$244K +$249K +2,626 New
TF
934
Tompkins Financial
New York
$242K – – –
MCM
935
Maryland Capital Management
Maryland
$241K -$14.2K -150 -5%
BONST
936
Bank of Nova Scotia Trust
Ontario, Canada
$241K – – –
SNB
937
Security National Bank
Nebraska
$241K +$246K +2,603 New
SFG
938
SevenBridge Financial Group
Pennsylvania
$239K -$28.4K -300 -11%
BOTW
939
Bank of the West
California
$238K -$3.22K -34 -1%
GIA
940
GHP Investment Advisors
Colorado
$236K – – –
WA
941
Wealth Architects
California
$236K +$95 +1 +0%
AMM
942
American Money Management
California
$234K -$62.7K -662 -21%
SIM
943
Sterling Investment Management
Arizona
$233K -$56.7K -599 -19%
GAM
944
Garrison Asset Management
Arkansas
$232K -$198K -2,087 -45%
BBNB
945
Baker Boyer National Bank
Washington
$232K – – –
BWA
946
Burt Wealth Advisors
Maryland
$232K – – –
LCM
947
LVM Capital Management
Michigan
$232K +$14.2K +150 +6%
PWM
948
Perigon Wealth Management
California
$232K +$231K +2,437 +3,749%
WPC
949
Waters Parkerson & Co
Louisiana
$230K -$28.1K -297 -11%
RIM
950
Regent Investment Management
Kentucky
$230K – – –
36 37
38
39 40