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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1126
Capital Advisors Ltd
Ohio
$11K +$10.2K +120 New
MFBTD
1127
MB Financial Bank - Trust Department
Illinois
$10K +$2.82K +33 +44%
OC
1128
Oakworth Capital
Alabama
$10K +$9.22K +108 New
LWM
1129
LBA Wealth Management
Florida
$10K +$9.39K +110 New
FWC
1130
First Washington Corp
Washington
$9K – – –
NMIS
1131
Northwestern Mutual Investment Services
Wisconsin
$9K +$8.54K +100 New
IWC
1132
Integrated Wealth Counsel
California
$8K – – –
RFS
1133
Rockefeller Financial Services
New York
$7K – – –
SC
1134
Skylands Capital
Wisconsin
$5K -$623K -7,300 -99%
MAS
1135
Madden Advisory Services
Florida
$5K -$488K -5,719 -99%
BCMIO
1136
Beacon Capital Management Inc (Ohio)
Ohio
$5K +$4.27K +50 New
MPWT
1137
MassMutual Private Wealth & Trust
Connecticut
$3.81K +$3.59K +42 New
TFA
1138
Transamerica Financial Advisors
Florida
$3K -$2.56K -30 -56%
EU
1139
Emory University
Georgia
$3K – – –
LWA
1140
Lenox Wealth Advisors
New York
$3K +$2.48K +29 New
NIM
1141
NuWave Investment Management
New Jersey
$2K -$2.56K -30 -54%
RWM
1142
Raffa Wealth Management
District of Columbia
$1.19K +$1.11K +13 New
FPCG
1143
Fort Pitt Capital Group
Pennsylvania
$989 – – –
GTP
1144
Global Thematic Partners
New York
– -$61.5M -737,485 Closed
SCM
1145
Stevens Capital Management
Pennsylvania
– -$37.8M -453,402 Closed
N
1146
Natixis
France
– -$31.2M -374,118 Closed
VCM
1147
Vision Capital Management
Oregon
– -$18.3M -218,952 Closed
BII
1148
Baring International Investment
United Kingdom
– -$14.3M -172,036 Closed
ZA
1149
Zweig Advisers
Connecticut
– -$11.5M -138,000 Closed
CAMI
1150
Concord Asset Management (Illinois)
Illinois
– -$6.04M -72,446 Closed
44 45
46
47 48