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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1251
Telemus Capital
Michigan
$274K +$4.95K +35 +2%
NSB
1252
Norway Savings Bank
Maine
$273K -$7.07K -50 -3%
WCM
1253
Windsor Capital Management
Arizona
$270K -$34.7K -245 -12%
ICM
1254
IMS Capital Management
Oregon
$266K – – –
SC
1255
Schulhoff & Co
Ohio
$266K – – –
TWM
1256
Torch Wealth Management
Ohio
$264K +$141 +1 +0.1%
CGA
1257
Crescent Grove Advisors
Illinois
$264K +$1.56K +11 +0.6%
OWP
1258
Obermeyer Wealth Partners
Colorado
$263K – – –
RSVP
1259
Ramsay Stattman Vela & Price
Colorado
$262K -$14.1K -100 -6%
HPWM
1260
Highland Private Wealth Management
Washington
$262K +$18.4K +130 +8%
SCA
1261
Stonebridge Capital Advisors
Minnesota
$261K – – –
AFG
1262
Albion Financial Group
Utah
$259K – – –
BHA
1263
Beech Hill Advisors
New York
$259K – – –
STMM
1264
South Texas Money Management
Texas
$259K +$5.94K +42 +3%
HFA
1265
High Falls Advisors
New York
$259K +$27.2K +192 +13%
LFR
1266
Lehman Financial Resources
Pennsylvania
$259K +$240K +1,700 New
FAM
1267
Fenimore Asset Management
New York
$258K – – –
EWM
1268
Empirical Wealth Management
Washington
$258K +$424 +3 +0.2%
KF
1269
Krilogy Financial
Missouri
$256K -$39.9K -282 -14%
AWA
1270
Arete Wealth Advisors
Illinois
$256K -$1.56K -11 -0.7%
GLI
1271
Guardian Life Insurance
New York
$256K +$3.25K +23 +1%
1WA
1272
180 Wealth Advisors
Washington
$256K +$3.68K +26 +2%
KP
1273
Keel Point
Alabama
$255K – – –
GWM
1274
Greenwich Wealth Management
Connecticut
$255K +$26.5K +187 +13%
TMAM
1275
Tokio Marine Asset Management
Japan
$254K -$137K -972 -37%
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