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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1001
Camelot Portfolios
Ohio
$248K – – –
WPC
1002
Waters Parkerson & Co
Louisiana
$248K – – –
GGPS
1003
Gary Goldberg Planning Services
New York
$248K +$4.88K +46 +2%
CBN
1004
Cadence Bank NA
Texas
$247K -$16.9K -159 -6%
CG
1005
Colony Group
Massachusetts
$247K – – –
FNT
1006
First National Trust
Pennsylvania
$246K -$22.3K -210 -8%
SAM
1007
Sequent Asset Management
Texas
$245K -$25.4K -240 -9%
SCA
1008
Strategic Capital Alternatives
United States
$245K +$262K +2,470 New
LCM
1009
LVM Capital Management
Michigan
$243K – – –
BMO
1010
Beck Mack & Oliver
New York
$242K +$12.7K +120 +5%
HDIM
1011
Hanson & Doremus Investment Management
Vermont
$241K – – –
MCWS
1012
McKinley Carter Wealth Services
West Virginia
$241K – – –
TAM
1013
Trillium Asset Management
Massachusetts
$241K – – –
WI
1014
WHV Investments
California
$239K -$51.9K -490 -17%
JWBC
1015
J.W. Burns & Co
New York
$238K -$1.4M -13,237 -85%
MME
1016
Meag Munich Ergo
Germany
$238K – – –
YMRC
1017
Yorktown Management & Research Company
Virginia
$238K – – –
PI
1018
Pettee Investors
Connecticut
$237K – – –
RSVP
1019
Ramsay Stattman Vela & Price
Colorado
$234K – – –
PFM
1020
Parsec Financial Management
North Carolina
$234K +$7.42K +70 +3%
BST
1021
Bath Savings Trust
Maine
$233K – – –
BIC
1022
Beach Investment Counsel
Pennsylvania
$233K – – –
SFSG
1023
Stearns Financial Services Group
North Carolina
$232K +$5.3K +50 +2%
IB
1024
Intrust Bank
Kansas
$232K +$16.7K +158 +7%
GT
1025
Greenleaf Trust
Michigan
$230K – – –
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