We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
1151
Woodward Diversified Capital
California
$985K +$9.58K +44 +1%
NA
1152
Navellier & Associates
Nevada
$982K +$21.8K +100 +3%
PWPS
1153
Pinnacle Wealth Planning Services
Ohio
$981K +$47.9K +220 +6%
MFA
1154
Mayflower Financial Advisors
Massachusetts
$979K +$8.71K +40 +1%
SAG
1155
SageView Advisory Group
California
$978K +$889K +4,083 New
FCIM
1156
Fairview Capital Investment Management
California
$975K -$9.58K -44 -1%
PWMAG
1157
Pinnacle Wealth Management Advisory Group
New Jersey
$971K +$138K +632 +18%
GIA
1158
Gladstone Institutional Advisory
Florida
$971K -$117K -539 -12%
WT
1159
Washington Trust
Rhode Island
$967K -$1.31K -6 -0.1%
MJP
1160
Michael J. Puzo
$964K – – –
TCWM
1161
Total Clarity Wealth Management
Illinois
$963K +$19.8K +91 +2%
CNFG
1162
Creegan & Nassoura Financial Group
New Hampshire
$963K – – –
LF
1163
Lantz Financial
Illinois
$960K +$28.3K +130 +3%
GCM
1164
Graham Capital Management
Connecticut
$959K +$223K +1,023 +34%
MFG
1165
Menard Financial Group
Texas
$959K -$17K -78 -2%
MF
1166
Montis Financial
Massachusetts
$959K – – –
CM
1167
Caption Management
Oklahoma
$958K +$871K +4,000 New
ACM
1168
AlphaStar Capital Management
North Carolina
$958K -$91.4K -420 -10%
SC
1169
Saybrook Capital
North Carolina
$958K – – –
QCIG
1170
Quad-Cities Investment Group
Iowa
$957K -$45.3K -208 -5%
RCM
1171
RNC Capital Management
California
$956K -$315K -1,445 -27%
TCM
1172
Telos Capital Management
California
$956K -$11.1K -51 -1%
TFA
1173
Toth Financial Advisory
Virginia
$954K +$255K +1,173 +42%
LOPW
1174
Live Oak Private Wealth
North Carolina
$954K – – –
WAM
1175
Werlinich Asset Management
Connecticut
$952K – – –
45 46
47
48 49