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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1026
Windsor Capital Management
Arizona
$261K +$24.4K +232 +11%
NPIT
1027
National Penn Investors Trust
Pennsylvania
$260K – – –
PFBT
1028
Parkside Financial Bank & Trust
Missouri
$259K -$132K -1,253 -35%
BST
1029
Bath Savings Trust
Maine
$257K -$21K -200 -8%
RSVP
1030
Ramsay Stattman Vela & Price
Colorado
$256K – – –
BIC
1031
Beach Investment Counsel
Pennsylvania
$255K – – –
LBG
1032
Lloyds Banking Group
United Kingdom
$253K -$51.5M -490,548 -100%
GT
1033
Greenleaf Trust
Michigan
$253K -$36.4K -347 -13%
BMO
1034
Beck Mack & Oliver
New York
$253K – – –
HTC
1035
Haverford Trust Company
Pennsylvania
$250K -$4.83K -46 -2%
SFSG
1036
Stearns Financial Services Group
North Carolina
$249K -$9.97K -95 -4%
PFM
1037
Parsec Financial Management
North Carolina
$249K – – –
CCM
1038
Chilton Capital Management
Texas
$246K -$39.8K -379 -14%
FIM
1039
Freedom Investment Management
Connecticut
$246K -$5.04K -48 -2%
DDC
1040
DF Dent & Co
Maryland
$245K +$237K +2,256 New
TBNY
1041
Trustco Bank (New York)
New York
$244K – – –
BCM
1042
BTR Capital Management
California
$242K – – –
BRA
1043
Bender Robert & Associates
California
$242K +$2.1K +20 +0.9%
AWA
1044
ARS Wealth Advisors
Florida
$241K -$10.5K -100 -4%
DAM
1045
Doheny Asset Management
California
$239K +$10.5K +100 +5%
SCM
1046
Stux Capital Management
New York
$239K +$231K +2,200 New
EIM
1047
Emerson Investment Management
Massachusetts
$237K – – –
LC
1048
Lourd Capital
California
$237K +$1.99K +19 +0.9%
IB
1049
Intrust Bank
Kansas
$237K +$11K +105 +5%
BT
1050
Bankers Trust
Iowa
$234K -$16.8K -160 -7%
40 41
42
43 44