We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1451
Heartwood Wealth Advisors
Virginia
$799K – – –
KFC
1452
Klingenstein Fields & Co
New York
$799K +$16.6K +64 +2%
WP
1453
Waycross Partners
Kentucky
$798K – – –
QWP
1454
Quotient Wealth Partners
Texas
$798K +$700K +2,699 New
CAM
1455
Cidel Asset Management
Ontario, Canada
$795K +$698K +2,689 New
WDL
1456
Well Done LLC
Michigan
$794K +$2.08K +8 +0.3%
MIP
1457
Marietta Investment Partners
Wisconsin
$793K +$31.6K +122 +5%
LOIP
1458
Live Oak Investment Partners
Texas
$792K – – –
SIM
1459
Sentry Investment Management
Wisconsin
$791K -$74.5K -287 -10%
WCM
1460
Windsor Capital Management
Arizona
$791K +$259 +1 +0%
HWM
1461
Horizon Wealth Management
Illinois
$790K -$104K -401 -13%
APC
1462
Aspire Private Capital
North Carolina
$789K +$41K +158 +6%
ITFISA
1463
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$789K +$442K +1,704 +177%
WF
1464
Wayfinding Financial
Washington
$788K -$9.08K -35 -1%
SFS
1465
Stiles Financial Services
Minnesota
$788K -$27.5K -106 -4%
PA
1466
PSI Advisors
Florida
$787K +$78.6K +303 +13%
AA
1467
Ancora Advisors
Ohio
$787K – – –
HCP
1468
Hexagon Capital Partners
Arkansas
$784K +$45.1K +174 +7%
AP
1469
Appleton Partners
Massachusetts
$784K – – –
GPA
1470
Guerra Pan Advisors
New Jersey
$784K +$688K +2,651 New
TBC
1471
Ted Buchan & Co
California
$783K -$35.5K -137 -5%
NG
1472
Northstar Group
New York
$782K – – –
OFG
1473
OmniStar Financial Group
North Carolina
$782K -$778 -3 -0.1%
Jones Financial Companies
1474
Jones Financial Companies
Missouri
$780K +$23.1K +89 +3%
PWMG
1475
Prestige Wealth Management Group
New Jersey
$779K +$59.9K +231 +10%