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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1026
Nelson Capital Management
California
$15K – – –
CGH
1027
Cleary Gull Holdings
Wisconsin
$14K +$14K +200 New
UFA
1028
US Financial Advisors
Massachusetts
$14K +$14K +200 New
FAM
1029
Formidable Asset Management
Ohio
$13K -$7.97K -114 -36%
GAM
1030
Gemmer Asset Management
California
$12K -$97.9K -1,400 -89%
CAW
1031
Cornerstone Advisors (Washington)
Washington
$12K -$210 -3 -2%
RFWA
1032
RPg Family Wealth Advisory
Massachusetts
$11.6K +$11.9K +170 New
AA
1033
Apriem Advisors
California
$11K -$3.5K -50 -24%
DBT
1034
Dubuque Bank & Trust
Iowa
$10K -$3.29K -47 -24%
FMP
1035
Financial Management Professionals
Texas
$10K – – –
MCA
1036
Mercer Capital Advisers
New Jersey
$10K – – –
SIM
1037
Sonora Investment Management
Arizona
$10K +$8.39K +120 +600%
ACM
1038
Armbruster Capital Management
New York
$10K +$10.5K +150 New
TSU
1039
TD Securities (USA)
New York
$9K -$14.9K -213 -62%
TFA
1040
Transamerica Financial Advisors
Florida
$9K – – –
TCM
1041
Tradewinds Capital Management
Washington
$8K -$4.13K -59 -33%
GWS
1042
Glassman Wealth Services
Virginia
$8K – – –
NC
1043
NewSquare Capital
Pennsylvania
$8K – – –
RCWMU
1044
Rothschild & Co Wealth Management (UK)
United Kingdom
$8K +$8.39K +120 New
BL
1045
Balentine LLC
Georgia
$7K -$34.9K -499 -83%
SHJ
1046
Sharkey, Howes & Javer
Colorado
$7K -$11.7K -168 -63%
BCM
1047
Blume Capital Management
California
$7K – – –
BKA
1048
Brick & Kyle Associates
Pennsylvania
$7K – – –
HRC
1049
Hoertkorn Richard Charles
$7K – – –
DPA
1050
Delphi Private Advisors
California
$7K +$7.62K +109 New
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43 44