CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FB
1326
Fulton Bank
Pennsylvania
$2.95M +$180K +260 +7%
WC
1327
Westhampton Capital
North Carolina
$2.94M +$27.7K +40 +1%
WT
1328
Washington Trust
Rhode Island
$2.92M +$2.77K +4 +0.1%
WCAMG
1329
Woodard & Company Asset Management Group
North Carolina
$2.92M -$1.09M -1,576 -28%
GC
1330
Gibson Capital
Pennsylvania
$2.92M – – –
HKAM
1331
Horizon Kinetics Asset Management
New York
$2.92M -$346K -500 -11%
FFA
1332
First Foundation Advisors
California
$2.91M +$344K +496 +14%
GWANC
1333
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.91M -$5.54K -8 -0.2%
EW
1334
Evoke Wealth
California
$2.9M +$61K +88 +2%
SCM
1335
SIR Capital Management
New York
$2.9M +$2.84M +4,100 New
PCA
1336
Prosperity Capital Advisors
Ohio
$2.9M -$99.7K -144 -3%
GPA
1337
Garrison Point Advisors
California
$2.9M -$226K -327 -7%
GFP
1338
Gryphon Financial Partners
Ohio
$2.89M +$544K +786 +24%
DCM
1339
Donaldson Capital Management
Indiana
$2.89M -$37.4K -54 -1%
SW
1340
Simplicity Wealth
New Jersey
$2.89M +$181K +261 +7%
ANB
1341
Amarillo National Bank
Texas
$2.89M +$170K +245 +6%
MSWM
1342
McGlone Suttner Wealth Management
Wisconsin
$2.88M -$172K -248 -6%
PA
1343
Promethium Advisors
Maryland
$2.88M -$118K -170 -4%
KMWM
1344
Keudell/Morrison Wealth Management
Oregon
$2.88M -$1.33M -1,918 -32%
DBIA
1345
Dumont & Blake Investment Advisors
New Jersey
$2.87M -$549K -793 -16%
UF
1346
Univest Financial
Pennsylvania
$2.87M -$63K -91 -2%
BHIA
1347
Birch Hill Investment Advisors
Massachusetts
$2.87M – – –
GFG
1348
Goldstone Financial Group
Illinois
$2.86M -$233K -337 -8%
HH
1349
HWG Holdings
Texas
$2.86M +$2.8M +4,043 New
EHWM
1350
Eads & Heald Wealth Management
Georgia
$2.86M -$873K -1,261 -24%