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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1426
Clarus Group
Texas
$835K +$103K +397 +16%
DEM
1427
Disciplined Equity Management
Florida
$831K – – –
PIM
1428
Plato Investment Management
Australia
$829K +$728K +2,805 New
FMN
1429
Financial Management Network
California
$828K +$778 +3 +0.1%
PC
1430
Peavine Capital
Nevada
$828K – – –
EIP
1431
Epoch Investment Partners
New York
$828K -$44.1K -170 -6%
MA
1432
MONECO Advisors
Connecticut
$827K -$102K -394 -12%
IC
1433
Inscription Capital
Texas
$827K -$165K -637 -19%
AMBIA
1434
Allen Mooney & Barnes Investment Advisors
Georgia
$825K +$259 +1 +0%
CFA
1435
Capstone Financial Advisors
Illinois
$825K +$3.11K +12 +0.4%
SFFS
1436
Stonehage Fleming Financial Services
Jersey
$823K -$377K -1,455 -34%
UAS
1437
United Asset Strategies
New York
$822K +$56.6K +218 +9%
PIMG
1438
Patriot Investment Management Group
Tennessee
$821K +$3.37K +13 +0.5%
CW
1439
Connectus Wealth
Ohio
$818K -$22.3K -86 -3%
WCM
1440
Washburn Capital Management
Florida
$818K +$19.5K +75 +3%
SFG
1441
StrategIQ Financial Group
Indiana
$812K -$71.3K -275 -9%
KFI
1442
Key Financial Inc
Pennsylvania
$811K – – –
DA
1443
DCM Advisors
New York
$810K +$711K +2,739 New
EBWM
1444
Eagle Bluffs Wealth Management
Missouri
$808K – – –
JIC
1445
Joel Isaacson & Co
New York
$808K +$1.04K +4 +0.1%
FPAS
1446
Focus Partners Advisor Solutions
Missouri
$807K -$635K -2,447 -47%
WP
1447
Wealthspan Partners
Iowa
$807K -$18.7K -72 -3%
FSA
1448
Fort Sheridan Advisors
Illinois
$807K – – –
LAM
1449
Lakewood Asset Management
Illinois
$802K +$2.08K +8 +0.3%
HWA
1450
Heartwood Wealth Advisors
Virginia
$799K – – –
56 57
58
59 60