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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1076
Mercer Capital Advisers
New Jersey
$13K – – –
ECM
1077
Exchange Capital Management
Michigan
$11K – – –
TCM
1078
Tradewinds Capital Management
Washington
$11K +$82 +1 +0.8%
LCM
1079
Liberty Capital Management
Michigan
$11K +$10.6K +130 New
DBT
1080
Dubuque Bank & Trust
Iowa
$9K -$16.4K -200 -67%
ACM
1081
Armbruster Capital Management
New York
$9K – – –
BKA
1082
Brick & Kyle Associates
Pennsylvania
$9K – – –
HRC
1083
Hoertkorn Richard Charles
$9K – – –
NC
1084
NewSquare Capital
Pennsylvania
$9K – – –
SHJ
1085
Sharkey, Howes & Javer
Colorado
$9K – – –
RFS
1086
Rockefeller Financial Services
New York
$7K – – –
SAM
1087
Solaris Asset Management
New York
$7K +$6.38K +78 New
DPA
1088
Delphi Private Advisors
California
$6K -$900 -11 -14%
HCM
1089
Herndon Capital Management
Georgia
$5K – – –
LWA
1090
Lowe Wealth Advisors
Maryland
$5K – – –
PVH
1091
Psagot Value Holdings
Israel
$4K – – –
TWMP
1092
Taylor Wealth Management Partners
Massachusetts
$4K – – –
GWA
1093
Guidant Wealth Advisors
Illinois
$4K +$3.44K +42 New
OC
1094
Oakworth Capital
Alabama
$3K -$22.3K -273 -89%
RWM
1095
Raffa Wealth Management
District of Columbia
$1.15K – – –
SFPM
1096
Sensible Financial Planning & Management
Massachusetts
$1K – – –
JWBC
1097
John W. Bristol & Co
New York
– -$45.9M -604,969 Closed
WRF
1098
Waddell & Reed Financial
Kansas
– -$22.4M -295,525 Closed
NEI
1099
Northwest & Ethical Investments
Ontario, Canada
– -$19.6M -257,900 Closed
RIG
1100
RiverFront Investment Group
Virginia
– -$18.7M -246,581 Closed
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