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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
951
Homrich & Berg
Georgia
$230K +$235K +2,478 New
SYBT
952
Stock Yards Bank & Trust
Kentucky
$229K – – –
VST
953
Van Strum & Towne
California
$229K +$14.7K +155 +7%
WBG
954
Wharton Business Group
Pennsylvania
$228K -$28.9K -305 -11%
FBT
955
First Bankers Trust
Kentucky
$228K -$4.73K -50 -2%
IWM
956
IHT Wealth Management
Illinois
$228K -$757 -8 -0.3%
SFM
957
Signature Financial Management
Virginia
$228K +$9.47K +100 +4%
CIA
958
Choate Investment Advisors
Massachusetts
$228K -$47.3K -500 -17%
MHIC
959
Marble Harbor Investment Counsel
Massachusetts
$226K – – –
TAM
960
Trillium Asset Management
Massachusetts
$226K – – –
DI
961
Diligent Investors
California
$225K – – –
FMLI
962
Fukoku Mutual Life Insurance
Japan
$223K – – –
TCM
963
Telos Capital Management
California
$223K – – –
CAMG
964
CWA Asset Management Group
Florida
$221K +$20.9K +221 +10%
NG
965
Northstar Group
New York
$219K +$757 +8 +0.3%
NG
966
NatWest Group
United Kingdom
$218K -$18.9K -200 -8%
ECM
967
Estabrook Capital Management
New York
$218K – – –
CFA
968
CT Financial Advisors
Pennsylvania
$217K +$95 +1 +0%
KA
969
Kovack Advisors
Florida
$217K -$45.7K -483 -17%
LWAC
970
Laurel Wealth Advisors (California)
California
$217K -$23.7K -250 -10%
CCP
971
Corient Capital Partners
California
$216K – – –
PI
972
Pettee Investors
Connecticut
$216K – – –
VCM
973
Violich Capital Management
California
$216K – – –
PA
974
Parallel Advisors
California
$216K +$56.6K +598 +39%
FMT
975
First Mercantile Trust
Tennessee
$215K -$25.4K -268 -10%
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