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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1326
Wealth Architects
California
$1.37M -$2.76K -8 -0.2%
1WM
1327
1900 Wealth Management
Texas
$1.37M +$345 +1 +0%
MAM
1328
Milestone Asset Management
Pennsylvania
$1.37M +$49.4K +143 +4%
SAM
1329
Sequent Asset Management
Texas
$1.37M -$84.3K -244 -7%
FIA
1330
FNY Investment Advisers
New York
$1.37M +$1.21M +3,500 New
RCM
1331
Raleigh Capital Management
North Carolina
$1.37M -$47.7K -138 -4%
DF
1332
Donoghue Forlines
Massachusetts
$1.36M +$573K +1,659 +91%
AO
1333
Advisor OS
Illinois
$1.36M +$37K +107 +3%
Vanguard Capital Wealth Advisors
1334
Vanguard Capital Wealth Advisors
Colorado
$1.36M +$9.67K +28 +0.8%
SC
1335
Savoie Capital
Illinois
$1.36M
EFM
1336
E Fund Management
China
$1.35M +$126K +365 +12%
PWPS
1337
Pinnacle Wealth Planning Services
Ohio
$1.35M -$89.1K -258 -7%
IP
1338
Investment Partners
Ohio
$1.34M -$7.25K -21 -0.6%
AFG
1339
Allegheny Financial Group
Pennsylvania
$1.34M -$1.04K -3 -0.1%
APM
1340
Advanced Portfolio Management
New York
$1.33M -$1.02M -2,956 -46%
LWA
1341
Lantern Wealth Advisors
New York
$1.33M -$103K -297 -8%
FCIM
1342
Fairview Capital Investment Management
California
$1.33M -$10.4K -30 -0.9%
MF
1343
Montis Financial
Massachusetts
$1.33M -$20.7K -60 -2%
BPAMU
1344
BTG Pactual Asset Management US
New York
$1.33M +$65.3K +189 +6%
WMP
1345
Wealth Management Partners
Arizona
$1.33M -$77.7K -225 -6%
DG
1346
DMC Group
Alabama
$1.32M -$5.18K -15 -0.4%
KFS
1347
Keynote Financial Services
Connecticut
$1.32M
TCM
1348
Telos Capital Management
California
$1.32M -$8.63K -25 -0.7%
TCA
1349
Transcend Capital Advisors
New Jersey
$1.32M +$38.7K +112 +3%
ALC
1350
Alexander Labrunerie & Co
Missouri
$1.32M -$5.18K -15 -0.4%