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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
QT
1376
Quantamental Technologies
New York
$493K +$440K +2,125 New
FHC
1377
First Heartland Consultants
Missouri
$492K -$8.07K -39 -2%
1WA
1378
180 Wealth Advisors
Washington
$489K -$9.94K -48 -2%
IIM
1379
Ironwood Investment Management
Massachusetts
$487K – – –
SS
1380
Simplicity Solutions
Minnesota
$486K -$2.96M -14,299 -87%
LB
1381
Leo Brokerage
Texas
$485K -$8.28K -40 -2%
SPC
1382
Stewart & Patten Company
California
$485K – – –
SAF
1383
Smith Anglin Financial
Texas
$485K +$95.2K +460 +28%
BCM
1384
Bluefin Capital Management
New York
$484K -$144K -695 -25%
ICG
1385
InterOcean Capital Group
Tennessee
$484K – – –
SIAP
1386
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$483K -$51.5K -249 -11%
FIA
1387
Foundations Investment Advisors
Arizona
$482K -$34.4K -166 -7%
DE
1388
Day & Ennis
Georgia
$479K +$414 +2 +0.1%
LW
1389
Linscomb Wealth
Texas
$479K +$40K +193 +10%
SS
1390
Sunbelt Securities
Texas
$478K -$222K -1,073 -34%
GG
1391
Golden Green
South Carolina
$478K +$426K +2,060 New
ARG
1392
Advisory Resource Group
Oklahoma
$477K -$2.28K -11 -0.5%
CPA
1393
Clear Perspective Advisors
Illinois
$476K +$12.4K +60 +3%
IFG
1394
Investors Financial Group
Minnesota
$476K +$185K +896 +77%
CCM
1395
Covington Capital Management
California
$473K -$1.66K -8 -0.4%
SC
1396
Solstein Capital
California
$473K – – –
SCM
1397
Southport Capital Management
Tennessee
$473K +$50.1K +242 +13%
VAM
1398
Verity Asset Management
North Carolina
$469K -$42K -203 -9%
HFG
1399
Heron Financial Group
New York
$469K -$2.07K -10 -0.5%
PA
1400
PSI Advisors
Florida
$468K -$63.3K -306 -13%
54 55
56
57 58