CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VIG
1451
Vienna Insurance Group
Poland
$1.12M -$332K -855 -22%
AM
1452
AGF Management
Ontario, Canada
$1.12M -$357K -921 -23%
TAM
1453
Titleist Asset Management
Texas
$1.11M +$198K +511 +20%
MWA
1454
Monograph Wealth Advisors
California
$1.11M -$39.6K -102 -3%
BCM
1455
BluePath Capital Management
Georgia
$1.11M +$230K +592 +24%
GG
1456
Gleason Group
Kentucky
$1.11M -$26.8K -69 -2%
TF
1457
Trek Financial
Arizona
$1.1M +$270K +695 +30%
FCB
1458
First County Bank
Connecticut
$1.1M -$462K -1,190 -28%
GWM
1459
Gray Wealth Management
Maine
$1.1M -$22.1K -57 -2%
VWM
1460
Vermillion Wealth Management
Minnesota
$1.09M +$1.17M +3,012 New
UCI
1461
Uncommon Cents Investing
Wisconsin
$1.09M -$25.2K -65 -2%
WMP
1462
Wealth Management Partners
Arizona
$1.09M -$148K -382 -11%
FFA
1463
Founders Financial Alliance
North Carolina
$1.09M -$13.2K -34 -1%
BA
1464
Birinyi Associates
Connecticut
$1.09M – – –
SACTSONJ
1465
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.09M – – –
MWA
1466
Martel Wealth Advisors
Washington
$1.09M +$1.16M +3,000 New
VST
1467
Van Strum & Towne
California
$1.09M +$136K +350 +13%
SWM
1468
Shepherd Wealth Management
Ohio
$1.08M +$1.16M +2,981 New
MAM
1469
Morse Asset Management
Connecticut
$1.08M – – –
WQ
1470
Wealth Quarterback
New Jersey
$1.08M +$6.98K +18 +0.6%
RL
1471
Rogco LP
Oklahoma
$1.08M -$30.6K -79 -3%
CAI
1472
Capital Advisors Inc
Oklahoma
$1.08M +$25.2K +65 +2%
AIM
1473
Aspen Investment Management
Michigan
$1.08M -$42.7K -110 -4%
AA
1474
Ancora Advisors
Ohio
$1.07M +$7.37K +19 +0.6%
WE
1475
Wealth Effects
Massachusetts
$1.07M +$103K +265 +10%
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