CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
1451
First Command Advisory Services
Texas
$1.02M -$33.6K -105 -4%
GP
1452
Girard Partners
Pennsylvania
$1.02M -$41.9K -131 -5%
APG
1453
Abacus Planning Group
South Carolina
$1.01M -$27.8K -87 -3%
PIMG
1454
Patriot Investment Management Group
Tennessee
$1.01M -$4.47K -14 -0.5%
FMN
1455
Financial Management Network
California
$1.01M -$41.9K -131 -5%
BFA
1456
Bill Few Associates
Pennsylvania
$1.01M +$67.8K +212 +8%
HWA
1457
Heartwood Wealth Advisors
Virginia
$1.01M +$16K +50 +2%
DEM
1458
Disciplined Equity Management
Florida
$1.01M -$19.2K -60 -2%
KFI
1459
Key Financial Inc
Pennsylvania
$1M – – –
DWM
1460
Drive Wealth Management
Utah
$1M +$43.1K +135 +5%
EBWM
1461
Eagle Bluffs Wealth Management
Missouri
$1M – – –
JIC
1462
Joel Isaacson & Co
New York
$1M +$320 +1 +0%
CI
1463
CX Institutional
Indiana
$1M -$41.5K -130 -5%
PF
1464
Prosperitas Financial
California
$998K -$33.9K -106 -4%
NL
1465
NVWM LLC
Pennsylvania
$996K -$81.8K -256 -9%
WAAG
1466
Wealth Alliance Advisory Group
Kansas
$994K +$648K +2,027 +296%
CFA
1467
Cahill Financial Advisors
Minnesota
$991K -$168K -527 -16%
WP
1468
Waycross Partners
Kentucky
$989K – – –
HIP
1469
HUB Investment Partners
Texas
$986K +$78K +244 +10%
AAB
1470
ABN AMRO Bank
Netherlands
$986K -$534K -1,670 -38%
LA
1471
LVW Advisors
New York
$985K +$297K +930 +53%
EIP
1472
Epoch Investment Partners
New York
$984K -$36.1K -113 -4%
RWMG
1473
Redwood Wealth Management Group
New Jersey
$981K -$110K -343 -11%
SIM
1474
Sentry Investment Management
Wisconsin
$980K – – –
AA
1475
Ancora Advisors
Ohio
$975K – – –
57 58
59
60 61