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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
1226
Quad-Cities Investment Group
Iowa
$722K +$201 +1 +0%
RB
1227
Rodgers Brothers
Pennsylvania
$722K +$89.6K +445 +15%
SWA
1228
Stratos Wealth Advisors
Ohio
$721K -$29.2K -145 -4%
CFS
1229
CRA Financial Services
New Jersey
$720K -$6.04K -30 -0.9%
FMB
1230
Field & Main Bank
Kentucky
$718K -$13.1K -65 -2%
PP
1231
Patten & Patten
Tennessee
$718K +$62K +308 +10%
MCM
1232
Manchester Capital Management
Vermont
$716K -$125K -622 -15%
HWAM
1233
Hennion & Walsh Asset Management
New Jersey
$715K +$80.7K +401 +13%
PAA
1234
Peregrine Asset Advisers
Oregon
$715K +$176K +873 +34%
WA
1235
Wealth Architects
California
$711K +$19.5K +97 +3%
WTA
1236
Washington Trust Advisors
Massachusetts
$711K +$692K +3,438 New
EGM
1237
Engineers Gate Manager
New York
$709K -$1.85M -9,212 -73%
CHA
1238
Carmichael Hill & Associates
Maryland
$709K -$8.05K -40 -1%
BA
1239
Ballast Advisors
Minnesota
$709K – – –
BAAM
1240
Baker Avenue Asset Management
California
$708K +$689K +3,423 New
TC
1241
Titleist Capital
Texas
$708K +$689K +3,423 New
LS
1242
Livforsakringsbolaget Skandia
Sweden
$706K -$463K -2,300 -40%
TCM
1243
Teza Capital Management
Illinois
$704K +$396K +1,965 +136%
CRIG
1244
Charter Research & Investment Group
Connecticut
$703K – – –
CWM
1245
Concentric Wealth Management
California
$703K – – –
ITIM
1246
Indiana Trust & Investment Management
Indiana
$702K +$10.1K +50 +1%
SFS
1247
Security Financial Services
Indiana
$701K +$683K +3,393 New
WMA
1248
Wealth Management Associates
New Jersey
$698K +$465K +2,310 +216%
AC
1249
Applied Capital
Arkansas
$697K -$49.3K -245 -7%
FFG
1250
Fortem Financial Group
California
$697K -$30.2K -150 -4%
48 49
50
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