We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
826
HCR Wealth Advisors
California
$772K +$22.6K +191 +3%
BSW
827
Buckingham Strategic Wealth
Missouri
$771K -$1.22M -10,255 -63%
KWM
828
Kingsview Wealth Management
Oregon
$768K -$72.1K -608 -9%
CCMW
829
Cypress Capital Management (Wyoming)
Wyoming
$764K +$716K +6,037 New
MWM
830
Mattern Wealth Management
Kansas
$763K +$83K +700 +13%
SW
831
SVB Wealth
Massachusetts
$762K -$36K -304 -5%
MFG
832
MidWestOne Financial Group
Iowa
$762K – – –
TU
833
TDAM USA
Ontario, Canada
$761K +$53.6K +452 +8%
HI
834
Hudock Inc
Pennsylvania
$759K -$21K -177 -3%
FBC
835
Fairfield, Bush & Co
Connecticut
$759K – – –
IP
836
Intellectus Partners
California
$756K -$156K -1,314 -18%
GC
837
Garde Capital
Washington
$753K -$47.4K -400 -6%
DHFB
838
Dixon Hubard Feinour & Brown
Virginia
$753K +$11.6K +98 +2%
MJP
839
Michael J. Puzo
$746K – – –
WAM
840
Weatherly Asset Management
California
$745K -$129K -1,090 -16%
TAIM
841
TD Ameritrade Investment Management
Nebraska
$744K -$63.4K -535 -8%
H
842
HoyleCohen
California
$743K -$140K -1,178 -17%
SFG
843
SevenBridge Financial Group
Pennsylvania
$736K -$77.1K -650 -10%
PIM
844
Penobscot Investment Management
Massachusetts
$736K -$21.3K -180 -3%
HAM
845
Hammer Asset Management
California
$736K +$37.9K +320 +6%
GBBWRPM
846
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$735K +$830 +7 +0.1%
WAM
847
Wealthspire Advisors (Maryland)
Maryland
$733K +$21.6K +182 +3%
BMC
848
Beaton Management Company
Massachusetts
$732K – – –
MME
849
Meag Munich Ergo
Germany
$726K +$556K +4,688 +446%
BRWM
850
B. Riley Wealth Management
Tennessee
$723K -$1.31M -11,024 -66%
32 33
34
35 36