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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OL
2076
Optas LLC
Texas
$254K +$253K +931 New
VCAM
2077
Van Cleef Asset Management
Ohio
$254K – – –
WFAG
2078
Wescott Financial Advisory Group
Pennsylvania
$254K -$13.6K -50 -5%
BFW
2079
Brady Family Wealth
Missouri
$254K – – –
PMFA
2080
Plante Moran Financial Advisors
Michigan
$253K -$14.6K -54 -6%
SQA
2081
Simon Quick Advisors
New Jersey
$253K +$251K +925 New
CNC
2082
Citizens & Northern Corp
Pennsylvania
$253K – – –
ECM
2083
Exchange Capital Management
Michigan
$252K -$14.9K -55 -6%
JEST
2084
JTC Employer Solutions Trustee
Jersey
$251K – – –
AM
2085
AGF Management
Ontario, Canada
$251K -$27.1K -100 -10%
SCG
2086
Sonata Capital Group
Washington
$250K +$248K +916 New
FIB
2087
First Interstate Bank
Montana
$250K +$248K +914 New
ORC
2088
O'Rourke & Company
Massachusetts
$249K +$543 +2 +0.2%
EA
2089
Eclectic Associates
California
$249K -$4.07K -15 -2%
Financial Engines Advisors
2090
Financial Engines Advisors
California
$249K +$247K +911 New
KIA
2091
KLR Investment Advisors
Rhode Island
$249K +$14.9K +55 +5%
HIA
2092
HTG Investment Advisors
Connecticut
$248K -$4.07K -15 -2%
EAM
2093
Empirical Asset Management
Massachusetts
$248K – – –
PI
2094
Pettee Investors
Connecticut
$248K – – –
CJFS
2095
Coulter & Justus Financial Services
Tennessee
$247K – – –
HAG
2096
HF Advisory Group
Maryland
$247K -$20.6K -76 -8%
ACA
2097
Anchor Capital Advisors
Massachusetts
$247K – – –
GCM
2098
Graham Capital Management
Connecticut
$246K +$244K +901 New
BONST
2099
Bank of Nova Scotia Trust
Ontario, Canada
$246K -$81.4K -300 -25%
BEAM
2100
Baker Ellis Asset Management
Washington
$246K – – –