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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CANY
1401
Caxton Associates (New York)
New York
$776K -$204K -752 -21%
AIA
1402
Alera Investment Advisors
Illinois
$776K -$106K -389 -12%
GP
1403
Girard Partners
Pennsylvania
$775K +$271 +1 +0%
BI
1404
Ballast Inc
Kentucky
$771K -$10.9K -40 -1%
UFF
1405
USA Financial Formulas
Michigan
$769K – – –
FCAS
1406
First Command Advisory Services
Texas
$769K +$764K +2,816 New
PG
1407
Prostatis Group
Maryland
$768K -$179M -661,308 -100%
DEM
1408
Disciplined Equity Management
Florida
$767K – – –
MCM
1409
Manchester Capital Management
Vermont
$765K – – –
WP
1410
Wealthspan Partners
Iowa
$765K +$1.36K +5 +0.2%
PC
1411
Peavine Capital
Nevada
$764K – – –
RWMG
1412
Redwood Wealth Management Group
New Jersey
$762K +$4.07K +15 +0.5%
AMBIA
1413
Allen Mooney & Barnes Investment Advisors
Georgia
$761K -$34.2K -126 -4%
TBC
1414
Ted Buchan & Co
California
$761K -$29.8K -110 -4%
FMN
1415
Financial Management Network
California
$759K -$17.1K -63 -2%
CFA
1416
Capstone Financial Advisors
Illinois
$758K +$1.36K +5 +0.2%
SFS
1417
Stiles Financial Services
Minnesota
$756K -$42.6K -157 -5%
PIMG
1418
Patriot Investment Management Group
Tennessee
$755K -$181K -668 -19%
CWM
1419
Cahaba Wealth Management
Georgia
$754K -$33.4K -123 -4%
FF
1420
Friedenthal Financial
New Jersey
$751K +$746K +2,751 New
KFI
1421
Key Financial Inc
Pennsylvania
$749K – – –
LOIP
1422
Live Oak Investment Partners
Texas
$747K – – –
EBWM
1423
Eagle Bluffs Wealth Management
Missouri
$746K -$11.7K -43 -2%
FSA
1424
Fort Sheridan Advisors
Illinois
$745K +$102K +375 +16%
JIC
1425
Joel Isaacson & Co
New York
$745K +$271 +1 +0%
55 56
57
58 59