CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
3076
North Capital
Utah
$347K +$13.9K +20 +4%
DWM
3077
Ducere Wealth Management
California
$347K -$1.39K -2 -0.4%
WJA
3078
Willis Johnson & Associates
Texas
$346K -$38.1K -55 -10%
SMA
3079
Seven Mile Advisory
New Jersey
$345K -$363K -524 -52%
NF
3080
Napier Financial
Massachusetts
$344K +$337K +486 New
PIA
3081
Pinion Investment Advisors
Kansas
$344K +$6.93K +10 +2%
AT
3082
American Trust
Kentucky
$344K +$22.9K +33 +7%
WFP
3083
Wrenne Financial Planning
Kentucky
$343K +$693 +1 +0.2%
CG
3084
CFO4Life Group
Texas
$342K -$99K -143 -23%
CFG
3085
Carter Financial Group
Illinois
$342K +$81K +117 +32%
SCM
3086
Saxony Capital Management
Missouri
$342K +$63K +91 +23%
SJL
3087
Shayne & Jacobs LLC
Tennessee
$342K – – –
CFG
3088
Clayton Financial Group
Missouri
$341K -$24.2K -35 -7%
SFA
3089
Seneca Financial Advisors
New York
$340K +$693 +1 +0.2%
SP
3090
Successful Portfolios
Florida
$340K -$16.6K -24 -5%
SMA
3091
Sage Mountain Advisors
Georgia
$339K -$2.12M -3,067 -86%
MWA
3092
MN Wealth Advisors
Kansas
$339K -$33.9K -49 -9%
PCS
3093
Private Client Services
Kentucky
$338K – – –
FPB
3094
First PREMIER Bank
South Dakota
$337K -$146K -211 -31%
NPT
3095
National Philanthropic Trust
Pennsylvania
$337K -$101K -146 -24%
GFA
3096
Godfrey Financial Associates
New York
$337K +$693 +1 +0.2%
TP
3097
Tranquility Partners
Tennessee
$336K +$81K +117 +33%
FA
3098
Fermata Advisors
California
$336K +$4.85K +7 +1%
FLII
3099
First Long Island Investors
New York
$336K – – –
SFP
3100
Strategic Financial Partners
Oregon
$336K – – –
122 123
124
125 126