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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IB
1051
Intrust Bank
Kansas
$237K +$11K +105 +5%
BT
1052
Bankers Trust
Iowa
$234K -$16.8K -160 -7%
VST
1053
Van Strum & Towne
California
$231K
BHB
1054
Bank Hapoalim BM
Israel
$230K -$95.2K -907 -30%
JWM
1055
Jacobus Wealth Management
Wisconsin
$230K
MC
1056
Montag & Caldwell
Georgia
$228K
Tudor Investment Corp
1057
Tudor Investment Corp
Connecticut
$228K +$220K +2,100 New
RMCM
1058
Reynders McVeigh Capital Management
Massachusetts
$227K -$12.4K -118 -5%
CFA
1059
Capstone Financial Advisors
Illinois
$226K +$218K +2,080 New
FFA
1060
First Foundation Advisors
California
$225K
NES
1061
New England Securities
New York
$225K +$36.5K +348 +20%
TNBTD
1062
Trustmark National Bank Trust Department
Mississippi
$224K -$21K -200 -9%
MVA
1063
Mount Vernon Associates
Maryland
$223K
ASN
1064
Advisory Services Network
Georgia
$221K +$214K +2,034 New
SFM
1065
Signature Financial Management
Virginia
$220K +$105 +1 +0%
CFA
1066
Cahill Financial Advisors
Minnesota
$217K +$209K +1,992 New
BWM
1067
Baystate Wealth Management
Massachusetts
$217K +$210K +2,000 New
CW
1068
Cobiz Wealth
Colorado
$217K +$210K +2,000 New
MIH
1069
Madison Investment Holdings
Wisconsin
$217K +$210K +2,000 New
FWM
1070
Focused Wealth Management
New York
$216K -$420 -4 -0.2%
FANJ
1071
Financial Architects (New Jersey)
New Jersey
$212K +$205K +1,950 New
CCA
1072
Cobblestone Capital Advisors
New York
$212K +$205K +1,955 New
MJRIC
1073
Mogy Joel R Investment Counsel
California
$209K +$202K +1,920 New
FAB
1074
First American Bank
Illinois
$207K +$199K +1,900 New
NYLT
1075
New York Life Trust
New York
$198K +$26K +248 +16%