CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VV
3151
Verity & Verity
South Carolina
$317K – – –
SFWA
3152
Summit Financial Wealth Advisors
Louisiana
$317K +$6.93K +10 +2%
GA
3153
GSG Advisors
New Jersey
$317K +$22.9K +33 +8%
CCP
3154
Cushing Capital Partners
Wisconsin
$317K +$693 +1 +0.2%
TPW
3155
TL Private Wealth
Texas
$316K – – –
PSB
3156
Piscataqua Savings Bank
New Hampshire
$316K – – –
PPC
3157
Pennington Partners & Co
Maryland
$315K +$18K +26 +6%
KW
3158
KWB Wealth
California
$315K – – –
BSCCG
3159
Blue Sky Capital Consultants Group
California
$315K – – –
EIA
3160
Edgemoor Investment Advisors
Maryland
$314K – – –
SL
3161
StoryOne LLC
Kansas
$314K – – –
WWA
3162
Wisconsin Wealth Advisors
Wisconsin
$314K – – –
CCMG
3163
Connecticut Capital Management Group
Connecticut
$314K +$2.08K +3 +0.7%
FI
3164
Fractal Investments
Connecticut
$313K – – –
FC
3165
Fjell Capital
North Dakota
$313K +$306K +442 New
RA
3166
Ruggaard & Associates
Ohio
$313K -$8.31K -12 -3%
SLP
3167
Storen Legacy Partners
Indiana
$313K – – –
SWTS
3168
Stonehaven Wealth & Tax Solutions
Wisconsin
$312K -$164K -237 -35%
EMAM
3169
Encompass More Asset Management
California
$312K -$215K -310 -41%
KMC
3170
Kirr Marbach & Co
Indiana
$312K – – –
HWMC
3171
Heritage Wealth Management (California)
California
$312K +$305K +440 New
AWM
3172
Abound Wealth Management
Tennessee
$311K -$37.4K -54 -11%
W
3173
Wealthquest
Ohio
$310K +$47.8K +69 +19%
RFS
3174
Richardson Financial Services
Massachusetts
$310K +$94.2K +136 +45%
CPG
3175
Cornerstone Planning Group
New Jersey
$310K +$40.2K +58 +20%
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