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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
951
Texas Yale Capital Corp
Florida
$242K – – –
SCA
952
Salient Capital Advisors
Texas
$242K +$246K +2,857 New
SFU
953
Stonehage Fleming (UK)
United Kingdom
$241K -$43K -500 -15%
ACM
954
Apex Capital Management
Ohio
$237K -$14K -163 -6%
CAM
955
Carret Asset Management
New York
$237K +$4.3K +50 +2%
CAI
956
Capital Advisors Inc
Oklahoma
$234K – – –
AAMU
957
Amundi Asset Management US
Massachusetts
$233K -$31.7K -369 -12%
KT
958
Kanaly Trust
Texas
$232K -$113K -1,310 -32%
RPGK
959
Retirement Planning Group (Kansas)
Kansas
$232K -$45.7K -531 -16%
AWA
960
Arete Wealth Advisors
Illinois
$232K -$6.36K -74 -3%
SFSG
961
Stearns Financial Services Group
North Carolina
$232K +$7.05K +82 +3%
CC
962
Cognios Capital
Kansas
$231K -$131K -1,523 -36%
SCM
963
Salem Capital Management
Massachusetts
$229K – – –
LC
964
Lourd Capital
California
$229K +$13.6K +158 +6%
ITIM
965
Indiana Trust & Investment Management
Indiana
$228K +$7.74K +90 +3%
MPWT
966
MassMutual Private Wealth & Trust
Connecticut
$228K +$158K +1,843 +726%
IT
967
Independence Trust
Tennessee
$225K -$62.3K -724 -21%
GLI
968
Guardian Life Insurance
New York
$225K – – –
BOS
969
Bingham Osborn & Scarborough
California
$224K – – –
EWMCB
970
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$223K +$226K +2,628 New
TF
971
Tompkins Financial
New York
$222K -$8.6K -100 -4%
WA
972
Wealth Architects
California
$222K – – –
FMLI
973
Fukoku Mutual Life Insurance
Japan
$221K – – –
IH
974
IFC Holdings
Florida
$221K +$1.46K +17 +0.7%
LCOV
975
London Company of Virginia
Virginia
$220K -$34.4K -400 -13%
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