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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1126
Halsey Associates
Connecticut
$353K -$37.4K -250 -9%
CIA
1127
Choate Investment Advisors
Massachusetts
$353K -$18.8K -126 -5%
BONST
1128
Bank of Nova Scotia Trust
Ontario, Canada
$353K – – –
DT
1129
Diversified Trust
Tennessee
$352K -$2.69K -18 -0.7%
IP
1130
Isthmus Partners
Wisconsin
$351K – – –
CA
1131
Calton & Associates
Florida
$349K -$903K -6,044 -71%
BFG
1132
Beacon Financial Group
Texas
$349K +$121K +812 +46%
MIFH
1133
Migdal Insurance & Financial Holdings
Israel
$349K +$386K +2,586 New
GAM
1134
Garrison Asset Management
Arkansas
$348K +$9.12K +61 +2%
TFO
1135
Tarbox Family Office
California
$346K – – –
ACG
1136
Allen Capital Group
Nebraska
$345K +$20.6K +138 +6%
AWM
1137
Altium Wealth Management
New York
$344K +$38.8K +260 +11%
CC
1138
Chicago Capital
Illinois
$341K +$29.9K +200 +9%
SIM
1139
Sterling Investment Management
Arizona
$340K – – –
NG
1140
Northstar Group
New York
$340K +$747 +5 +0.2%
WAAG
1141
Wealth Alliance Advisory Group
Kansas
$340K +$82.2K +550 +28%
PFBT
1142
Parkside Financial Bank & Trust
Missouri
$339K -$29.4K -197 -7%
BCM
1143
Breiter Capital Management
Florida
$339K +$128K +855 +52%
BDF
1144
Balasa Dinverno & Foltz
$338K -$152K -1,018 -29%
TI
1145
Telemetry Investments
New York
$338K +$372K +2,490 New
CP
1146
Cumberland Partners
Ontario, Canada
$337K +$371K +2,485 New
RIM
1147
Regent Investment Management
Kentucky
$336K – – –
FMT
1148
First Mercantile Trust
Tennessee
$334K – – –
LC
1149
LCNB Corp
Ohio
$333K – – –
SIA
1150
Starfire Investment Advisers
Michigan
$332K – – –
44 45
46
47 48