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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
901
NewEdge Advisors
Louisiana
$759K +$160K +1,013 +24%
IB
902
Intrust Bank
Kansas
$758K +$22.3K +141 +3%
IGGA
903
Iron Gate Global Advisors
Utah
$750K +$1.74K +11 +0.2%
BA
904
BKS Advisors
Michigan
$749K +$5.05K +32 +0.6%
SMC
905
Smith, Moore & Co
Missouri
$744K -$62.4K -395 -7%
RIL
906
Rothschild Investment LLC
Illinois
$741K – – –
KC
907
KHP Capital
Oklahoma
$737K -$79K -500 -9%
BAM
908
Barrett Asset Management
New York
$737K – – –
KFBMI
909
Kentucky Farm Bureau Mutual Insurance
Kentucky
$737K +$790K +5,000 New
GBBWRPM
910
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$732K +$784K +4,966 New
FIAS
911
FinTrust Investment Advisory Services
South Carolina
$726K +$15.8K +100 +2%
QSS
912
Quantitative Systematic Strategies
Florida
$718K -$1.58M -10,023 -67%
FMII
913
Farmers & Merchants Investments Inc
Nebraska
$716K +$1.42K +9 +0.2%
CCA
914
Cobblestone Capital Advisors
New York
$715K – – –
CCFCSB
915
Cape Cod Five Cents Savings Bank
Massachusetts
$714K -$15.8K -100 -2%
FIM
916
Fernwood Investment Management
Massachusetts
$709K -$426K -2,700 -36%
MA
917
Montag & Associates
Georgia
$702K -$696K -4,410 -48%
AWA
918
ARS Wealth Advisors
Florida
$702K -$144K -910 -16%
FQ
919
First Quadrant
California
$698K – – –
AIM
920
Aspen Investment Management
Michigan
$696K – – –
TAM
921
Taylor Asset Management
Ontario, Canada
$693K – – –
ST
922
Sabal Trust
Florida
$692K +$142K +897 +24%
PCM
923
Penserra Capital Management
California
$690K -$85.9K -544 -10%
ISB
924
Iowa State Bank
Iowa
$686K +$22.1K +140 +3%
AC
925
Arjuna Capital
North Carolina
$682K +$94K +595 +15%
35 36
37
38 39