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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
926
Cedar Capital
Illinois
$650K +$166K +1,108 +30%
CIC
927
Carnegie Investment Counsel
Ohio
$650K +$279K +1,869 +63%
FMII
928
Farmers & Merchants Investments Inc
Nebraska
$645K -$14.9K -100 -2%
FQ
929
First Quadrant
California
$643K – – –
AIM
930
Aspen Investment Management
Michigan
$641K – – –
FIM
931
Fernwood Investment Management
Massachusetts
$640K -$14.9K -100 -2%
HFA
932
Huber Financial Advisors
Illinois
$640K +$19.7K +132 +3%
AC
933
Arjuna Capital
North Carolina
$629K +$1.2K +8 +0.2%
ATC
934
Argent Trust Co
Tennessee
$628K +$411K +2,752 +146%
PWAP
935
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$625K – – –
AB
936
AT Bancorp
Iowa
$619K – – –
VC
937
Vicus Capital
Pennsylvania
$618K +$14.2K +95 +2%
UAS
938
United Asset Strategies
New York
$613K +$12.8K +86 +2%
AWA
939
ARS Wealth Advisors
Florida
$612K -$38.3K -256 -5%
TG
940
TLP Group
Illinois
$612K +$26K +174 +4%
LMAM
941
Legg Mason Asset Management
Japan
$611K -$14.9K -100 -2%
AF
942
Aldebaran Financial
$611K – – –
VFM
943
Viking Fund Management
North Dakota
$611K – – –
CBT
944
Capital Bank & Trust
California
$607K +$233K +1,557 +53%
MCM
945
Manchester Capital Management
Vermont
$603K – – –
SNB
946
Security National Bank
Nebraska
$603K – – –
BLA
947
Balter Liquid Alternatives
Massachusetts
$603K +$661K +4,423 New
WWM
948
Windsor Wealth Management
Indiana
$601K +$32.9K +220 +5%
FNT
949
First National Trust
Pennsylvania
$600K -$7.17K -48 -1%
MNBTD
950
Moody National Bank Trust Division
Texas
$600K +$34.4K +230 +5%
36 37
38
39 40