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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
951
Wharton Business Group
Pennsylvania
$228K -$28.9K -305 -11%
FBT
952
First Bankers Trust
Kentucky
$228K -$4.73K -50 -2%
IWM
953
IHT Wealth Management
Illinois
$228K -$757 -8 -0.3%
SFM
954
Signature Financial Management
Virginia
$228K +$9.47K +100 +4%
CIA
955
Choate Investment Advisors
Massachusetts
$228K -$47.3K -500 -17%
MHIC
956
Marble Harbor Investment Counsel
Massachusetts
$226K – – –
TAM
957
Trillium Asset Management
Massachusetts
$226K – – –
DI
958
Diligent Investors
California
$225K – – –
FMLI
959
Fukoku Mutual Life Insurance
Japan
$223K – – –
TCM
960
Telos Capital Management
California
$223K – – –
CAMG
961
CWA Asset Management Group
Florida
$221K +$20.9K +221 +10%
NG
962
Northstar Group
New York
$219K +$757 +8 +0.3%
NG
963
NatWest Group
United Kingdom
$218K -$18.9K -200 -8%
ECM
964
Estabrook Capital Management
New York
$218K – – –
CFA
965
CT Financial Advisors
Pennsylvania
$217K +$95 +1 +0%
KA
966
Kovack Advisors
Florida
$217K -$45.7K -483 -17%
LWAC
967
Laurel Wealth Advisors (California)
California
$217K -$23.7K -250 -10%
CCP
968
Corient Capital Partners
California
$216K – – –
PI
969
Pettee Investors
Connecticut
$216K – – –
VCM
970
Violich Capital Management
California
$216K – – –
PA
971
Parallel Advisors
California
$216K +$56.6K +598 +39%
FMT
972
First Mercantile Trust
Tennessee
$215K -$25.4K -268 -10%
IIM
973
Ironwood Investment Management
Massachusetts
$214K – – –
SIA
974
Starfire Investment Advisers
Michigan
$213K -$71K -750 -25%
PAM
975
Private Asset Management
California
$213K -$73.4K -775 -25%
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