CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
1451
White Lighthouse Investment Management
Massachusetts
$1M +$175K +490 +19%
GCM
1452
Graham Capital Management
Connecticut
$1,000K +$1.08M +3,032 New
FC
1453
Forte Capital
New York
$998K +$460K +1,292 +75%
IIC
1454
Ironwood Investment Counsel
Arizona
$996K +$34.2K +96 +3%
VWM
1455
Vermillion Wealth Management
Minnesota
$996K +$2.85K +8 +0.3%
TPCW
1456
TD Private Client Wealth
New York
$996K +$24.6K +69 +2%
AC
1457
Apella Capital
Connecticut
$991K +$874K +2,455 +293%
MWA
1458
Martel Wealth Advisors
Washington
$989K – – –
SACTSONJ
1459
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$989K – – –
BA
1460
Birinyi Associates
Connecticut
$989K – – –
FFO
1461
Fiduciary Family Office
Florida
$986K +$1.06M +2,989 New
HCM
1462
Howard Capital Management
Georgia
$985K -$131K -369 -11%
HNWAG
1463
High Net Worth Advisory Group
Florida
$982K -$57.7K -162 -5%
BF
1464
Brucke Financial
Indiana
$979K +$2.14K +6 +0.2%
AIM
1465
Aspen Investment Management
Michigan
$978K – – –
AA
1466
Ancora Advisors
Ohio
$977K +$356 +1 +0%
MWA
1467
Monograph Wealth Advisors
California
$976K -$34.2K -96 -3%
NJIM
1468
Nabity-Jensen Investment Management
Nebraska
$976K +$14.6K +41 +1%
OCBCO
1469
Oversea-Chinese Banking Corp (OCBC)
Singapore
$973K -$672K -1,887 -39%
FHC
1470
First Heartland Consultants
Missouri
$971K -$112K -314 -10%
LSA
1471
Lion Street Advisors
Texas
$970K -$712 -2 -0.1%
HA
1472
Harfst & Associates
Wyoming
$970K – – –
APA
1473
Astoria Portfolio Advisors
New York
$969K -$68K -191 -6%
KP
1474
Keel Point
Alabama
$966K +$77.7K +218 +8%
WCM
1475
Washburn Capital Management
Florida
$964K +$8.9K +25 +0.9%
57 58
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60 61