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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1051
WealthTrust Fairport
Ohio
$19K +$19.3K +227 New
MFBTD
1052
MB Financial Bank - Trust Department
Illinois
$19K +$19.8K +233 New
NCM
1053
Nelson Capital Management
California
$18K +$18.4K +216 New
FHA
1054
First Horizon Advisors
Tennessee
$17K +$17.7K +208 New
AWMS
1055
Advocacy Wealth Management Services
Georgia
$16K +$17K +200 New
EWM
1056
Elite Wealth Management
Washington
$16K +$17K +200 New
KAM
1057
Kokusai Asset Management
Japan
$16K +$17K +200 New
NC
1058
NewSquare Capital
Pennsylvania
$16K +$17K +200 New
WCM
1059
Windsor Capital Management
Arizona
$15K +$15.1K +177 New
WAM
1060
Wallington Asset Management
Indiana
$12K +$11.9K +140 New
FBT
1061
Founders Bank & Trust
Michigan
$11K +$11.5K +135 New
SMA
1062
Simply Money Advisors
Ohio
$10K +$10.5K +124 New
CP
1063
Corbenic Partners
Pennsylvania
$8K +$8.5K +100 New
FWC
1064
First Washington Corp
Washington
$8K +$8.5K +100 New
RFS
1065
Rockefeller Financial Services
New York
$7K +$6.8K +80 New
MMH
1066
Menora Mivtachim Holdings
Israel
$6K +$6.04K +71 New
NMLIC
1067
Northwestern Mutual Life Insurance Company
Wisconsin
$6K +$6.12K +72 New
TFA
1068
Transamerica Financial Advisors
Florida
$5K +$4.59K +54 New
MBT
1069
Monroe Bank & Trust
Michigan
$4K +$3.83K +45 New
LWA
1070
Lenox Wealth Advisors
New York
$4K +$3.91K +46 New
EU
1071
Emory University
Georgia
$3K +$3.4K +40 New
AC
1072
Alexandria Capital
Virginia
$2K +$2.13K +25 New
FPCG
1073
Fort Pitt Capital Group
Pennsylvania
$892 +$935 +11 New
PVH
1074
Psagot Value Holdings
Israel
– +$85 +1 New
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