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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
1526
First Community Trust
Iowa
$446K – – –
EWM
1527
Edge Wealth Management
New York
$446K +$419K +2,000 New
QC
1528
Quaero Capital
Switzerland
$446K +$419K +2,000 New
PG
1529
Pendal Group
Australia
$445K -$183K -872 -30%
IIM
1530
Ironwood Investment Management
Massachusetts
$445K – – –
AIM
1531
Acropolis Investment Management
Missouri
$445K +$10.7K +51 +3%
CRI
1532
Colonial River Investments
Virginia
$445K +$40.5K +193 +11%
WB
1533
West Bancorporation
Iowa
$445K +$132K +628 +46%
BIP
1534
Blueprint Investment Partners
North Carolina
$445K +$419K +1,997 New
BWA
1535
BlueSky Wealth Advisors
North Carolina
$443K +$14.7K +70 +4%
SS
1536
Sunbelt Securities
Texas
$440K -$125K -598 -23%
FBB
1537
Fulton Breakefield Broenniman
Maryland
$440K +$193K +920 +87%
BCM
1538
Bluefin Capital Management
New York
$439K -$1.6M -7,630 -79%
GCA
1539
Gradient Capital Advisors
California
$439K +$117K +559 +40%
CGA
1540
Crescent Grove Advisors
Illinois
$438K -$114K -542 -22%
CHA
1541
Cooper/Haims Advisors
New York
$437K +$16.6K +79 +4%
FA
1542
Financial Advantage
Maryland
$437K +$412K +1,965 New
FCFC
1543
First Commonwealth Financial Corp
Pennsylvania
$436K – – –
AP
1544
Appleton Partners
Massachusetts
$434K -$25K -119 -6%
CFA
1545
Camarda Financial Advisors
Florida
$434K +$409K +1,950 New
MGWM
1546
Marks Group Wealth Management
Minnesota
$433K +$32.3K +154 +9%
LWM
1547
Laidlaw Wealth Management
New York
$432K -$659K -3,141 -62%
YIA
1548
YHB Investment Advisors
Connecticut
$432K +$42.4K +202 +12%
EWM
1549
Evermay Wealth Management
Virginia
$431K – – –
CCM
1550
Corsair Capital Management
New York
$430K +$404K +1,928 New
60 61
62
63 64