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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
1026
Bank of the West
California
$300K +$13.5K +117 +5%
NG
1027
Northstar Group
New York
$296K -$1.38K -12 -0.5%
MWM
1028
Merriman Wealth Management
Washington
$295K +$272K +2,365 New
TCM
1029
Telos Capital Management
California
$294K -$5.76K -50 -2%
NG
1030
NatWest Group
United Kingdom
$293K – – –
CCM
1031
Covington Capital Management
California
$293K +$271K +2,350 New
FAN
1032
Financial Advisors Network
California
$292K -$57.4K -498 -18%
IWA
1033
IBEX Wealth Advisors
New Jersey
$292K +$21K +182 +9%
WA
1034
WealthTrust-Arizona
Arizona
$292K +$78.8K +684 +41%
PI
1035
Pettee Investors
Connecticut
$291K – – –
VCM
1036
Violich Capital Management
California
$290K – – –
BTIS
1037
BB&T Investment Services
North Carolina
$287K +$29.5K +256 +12%
CAM
1038
Carret Asset Management
New York
$284K – – –
EAM
1039
Evanson Asset Management
California
$284K +$3.23K +28 +1%
PM
1040
Parametrica Management
Hong Kong
$283K +$262K +2,273 New
BRC
1041
Bell Rock Capital
Delaware
$282K -$4.38K -38 -2%
GAMC
1042
Garner Asset Management Corp
Texas
$282K – – –
MCM
1043
Maryland Capital Management
Maryland
$280K – – –
AIM
1044
Anchor Investment Management
South Carolina
$278K +$191K +1,655 +288%
DAM
1045
Doheny Asset Management
California
$278K – – –
MCM
1046
MAI Capital Management
Ohio
$278K +$230 +2 +0.1%
SBSB
1047
Sullivan, Bruyette, Speros & Blaney
Virginia
$278K +$32.1K +279 +14%
MVA
1048
Mount Vernon Associates
Maryland
$278K +$256K +2,226 New
BOS
1049
Bingham Osborn & Scarborough
California
$277K -$12K -104 -4%
CPO
1050
Cerity Partners OCIO
New York
$276K +$20.7K +180 +9%
40 41
42
43 44