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Caterpillar

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