CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NAG
1276
Northstar Advisory Group
New Jersey
$3.14M +$3.07M +4,428 New
CI
1277
Cigna Investments
Connecticut
$3.13M -$51.3K -74 -2%
FMN
1278
Financial Management Network
California
$3.13M +$24.2K +35 +0.9%
RB
1279
Rodgers Brothers
Pennsylvania
$3.12M -$7.62K -11 -0.2%
SCP
1280
Stamos Capital Partners
California
$3.12M -$926K -1,337 -23%
MCM
1281
Mainstay Capital Management
Michigan
$3.12M +$58.2K +84 +2%
CM
1282
Caption Management
Oklahoma
$3.12M +$1.39M +2,000 +83%
BHBT
1283
Burke & Herbert Bank & Trust
Virginia
$3.11M – – –
AO
1284
Advisor OS
Illinois
$3.11M -$285K -412 -9%
OAM
1285
Oak Asset Management
California
$3.11M -$143K -207 -5%
TLP
1286
Trinity Legacy Partners
Texas
$3.1M -$27.7K -40 -1%
RWM
1287
RKL Wealth Management
Pennsylvania
$3.1M +$4.16K +6 +0.1%
WFS
1288
Widmann Financial Services
Maryland
$3.1M -$68.6K -99 -2%
CAI
1289
Capital Advisors Inc
Oklahoma
$3.1M +$459K +663 +18%
TW
1290
ticino wealth
California
$3.1M -$57.5K -83 -2%
FHC
1291
First Heartland Consultants
Missouri
$3.09M +$168K +242 +6%
MFS
1292
Mirabella Financial Services
United Kingdom
$3.08M -$588K -849 -16%
CFG
1293
Cooper Financial Group
California
$3.08M -$158K -228 -5%
AG
1294
AIA Group
Hong Kong
$3.08M -$8.35M -12,058 -74%
IJWM
1295
Inman Jager Wealth Management
Mississippi
$3.07M -$58.9K -85 -2%
SIM
1296
Stratos Investment Management
Ohio
$3.07M -$258K -372 -8%
EFA
1297
Evernest Financial Advisors
Indiana
$3.07M +$49.2K +71 +2%
GDP
1298
Great Diamond Partners
Maine
$3.06M +$2.36M +3,411 +373%
IRAG
1299
Investment Research & Advisory Group
Georgia
$3.05M +$108K +156 +4%
SIA
1300
Sit Investment Associates
Minnesota
$3.05M – – –
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