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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1151
Diligent Investors
California
$332K +$4.48K +30 +1%
MHIC
1152
Marble Harbor Investment Counsel
Massachusetts
$331K – – –
TAM
1153
Trillium Asset Management
Massachusetts
$330K – – –
JCM
1154
Jacobi Capital Management
Pennsylvania
$328K +$747 +5 +0.2%
LNB
1155
Ledyard National Bank
$326K -$35.1K -235 -9%
HIM
1156
Hillsdale Investment Management
Ontario, Canada
$326K – – –
TF
1157
Tompkins Financial
New York
$323K -$21.7K -145 -6%
LCM
1158
LVM Capital Management
Michigan
$322K – – –
WBG
1159
Wharton Business Group
Pennsylvania
$322K – – –
VNA
1160
Valley National Advisers
Pennsylvania
$322K +$18.7K +125 +6%
GAMC
1161
Garner Asset Management Corp
Texas
$320K – – –
PCA
1162
Personal Capital Advisors
California
$320K +$20.8K +139 +6%
CCM
1163
Covington Capital Management
California
$319K -$50.8K -340 -13%
CT
1164
Cambridge Trust
Massachusetts
$319K -$2.84K -19 -0.8%
AFC
1165
AFT Forsyth & Company
Florida
$319K – – –
BW
1166
Biegel & Waller
Maryland
$319K +$351K +2,349 New
FMW
1167
Farr Miller & Washington
District of Columbia
$318K – – –
IBOK
1168
Independence Bank of Kentucky
Kentucky
$316K -$7.47K -50 -2%
PI
1169
Pettee Investors
Connecticut
$316K – – –
VCM
1170
Violich Capital Management
California
$315K – – –
BOTW
1171
Bank of the West
California
$315K +$4.78K +32 +1%
BOS
1172
Bingham Osborn & Scarborough
California
$315K +$12.3K +82 +4%
RMCM
1173
Reynders McVeigh Capital Management
Massachusetts
$315K +$94.1K +630 +37%
VST
1174
Van Strum & Towne
California
$313K -$47.1K -315 -12%
SFSG
1175
Stearns Financial Services Group
North Carolina
$312K +$299 +2 +0.1%
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47
48 49