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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1051
Parkside Financial Bank & Trust
Missouri
$919K +$688K +3,264 +174%
FFA
1052
First Foundation Advisors
California
$917K -$97.6K -463 -8%
ZB
1053
Zions Bancorporation
Utah
$913K +$29.3K +139 +3%
LWAM
1054
Legacy Wealth Asset Management
Minnesota
$907K – – –
FFM
1055
Forum Financial Management
Illinois
$900K +$44K +209 +4%
AW
1056
Alaethes Wealth
Nevada
$897K +$1M +4,752 +1,793%
TFA
1057
Transamerica Financial Advisors
Florida
$889K +$1.05M +4,969 +124,225%
LTI
1058
Laffer Tengler Investments
Tennessee
$888K -$23K -109 -2%
HA
1059
Harfst & Associates
Wyoming
$888K -$480K -2,280 -31%
AG
1060
AIA Group
Hong Kong
$886K -$191K -904 -15%
PGAM
1061
Princeton Global Asset Management
New Jersey
$885K -$75.9K -360 -7%
P
1062
Pitcairn
Pennsylvania
$883K -$16.2K -77 -2%
GLA
1063
Good Life Advisors
Pennsylvania
$881K -$92.7K -440 -8%
CA
1064
Continuum Advisory
Idaho
$879K -$27.2K -129 -3%
HA
1065
HYA Advisors
Missouri
$878K -$21.3K -101 -2%
SFG
1066
SevenBridge Financial Group
Pennsylvania
$875K +$44K +209 +4%
CAG
1067
Csenge Advisory Group
Florida
$869K -$135K -641 -12%
KA
1068
Kovack Advisors
Florida
$867K -$172K -815 -14%
MME
1069
Meag Munich Ergo
Germany
$866K +$259K +1,231 +34%
ISL
1070
Ingalls & Snyder LLC
New York
$863K – – –
PIMG
1071
Patriot Investment Management Group
Tennessee
$860K +$4K +19 +0.4%
GC
1072
Garde Capital
Washington
$860K +$17.5K +83 +2%
RMDI
1073
R.M. Davis Inc
Maine
$860K +$51.6K +245 +5%
IWM
1074
IHT Wealth Management
Illinois
$857K -$11.8K -56 -1%
SIMG
1075
Sonora Investment Management Group
Arizona
$857K +$8.43K +40 +0.8%
41 42
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