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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MJP
1001
Michael J. Puzo
$277K -$315 -3 -0.1%
HPBT
1002
High Point Bank & Trust
North Carolina
$277K – – –
HS
1003
Huntington Steele
Pennsylvania
$277K – – –
PBT
1004
Pictet Bank & Trust
Bahamas
$277K +$268K +2,550 New
CAM
1005
Carret Asset Management
New York
$276K +$21K +200 +9%
PCMK
1006
Paragon Capital Management (Kansas)
Kansas
$275K -$10.5K -100 -4%
BRM
1007
Boston Research & Management
Massachusetts
$272K -$46.2K -440 -15%
CP
1008
Camelot Portfolios
Ohio
$272K – – –
WPC
1009
Waters Parkerson & Co
Louisiana
$272K – – –
CG
1010
Colony Group
Massachusetts
$271K +$175K +1,670 +202%
HMS
1011
Hanseatic Management Services
New Mexico
$271K +$261K +2,490 New
SAMC
1012
Shinko Asset Management Company
Japan
$269K -$10.5K -100 -4%
GGPS
1013
Gary Goldberg Planning Services
New York
$267K +$210 +2 +0.1%
BOS
1014
Bank of Stockton
California
$267K +$14.5K +138 +6%
STMM
1015
South Texas Money Management
Texas
$266K -$16.1K -153 -6%
LCM
1016
LVM Capital Management
Michigan
$266K – – –
TAM
1017
Trillium Asset Management
Massachusetts
$265K -$22K -210 -8%
MCWS
1018
McKinley Carter Wealth Services
West Virginia
$265K – – –
FCH
1019
Freestone Capital Holdings
Washington
$265K +$17.3K +165 +7%
SCG
1020
Strategic Capital Group
Washington
$264K -$2.31M -22,041 -90%
HDIM
1021
Hanson & Doremus Investment Management
Vermont
$264K – – –
BOS
1022
Bingham Osborn & Scarborough
California
$263K – – –
T
1023
Thomaspartners
Massachusetts
$263K – – –
MME
1024
Meag Munich Ergo
Germany
$261K – – –
PI
1025
Pettee Investors
Connecticut
$261K – – –
39 40
41
42 43