CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1476
Marcum Wealth
Ohio
$975K -$177K -554 -17%
QWM
1477
Quadcap Wealth Management
Texas
$972K -$63.9K -200 -7%
SAM
1478
Sompo Asset Management
Japan
$971K +$51.1K +160 +6%
GM
1479
GeoWealth Management
Illinois
$970K -$669K -2,092 -44%
VST
1480
Van Strum & Towne
California
$969K +$63.9K +200 +8%
KFC
1481
Klingenstein Fields & Co
New York
$968K -$19.2K -60 -2%
APA
1482
Astoria Portfolio Advisors
New York
$968K -$9.91K -31 -1%
CAM
1483
Cidel Asset Management
Ontario, Canada
$967K -$16.3K -51 -2%
PWMG
1484
Prestige Wealth Management Group
New Jersey
$964K -$639 -2 -0.1%
FFG
1485
Fortem Financial Group
California
$964K -$144K -451 -15%
BIG
1486
Brooklyn Investment Group
New York
$964K +$14.1K +44 +2%
WCM
1487
Windsor Capital Management
Arizona
$962K -$15.3K -48 -2%
SFS
1488
Stiles Financial Services
Minnesota
$960K -$14.1K -44 -2%
VEA
1489
Virtus ETF Advisers
New York
$960K +$82.8K +259 +11%
AHC
1490
Adell Harriman & Carpenter
Texas
$960K -$92.4K -289 -10%
QPWM
1491
Quadrant Private Wealth Management
Pennsylvania
$960K +$6.39K +20 +0.8%
HVIA
1492
Hudson Valley Investment Advisors
New York
$956K -$176K -552 -17%
HNB
1493
Hilltop National Bank
Wyoming
$955K +$833K +2,605 New
TBC
1494
Ted Buchan & Co
California
$953K -$15K -47 -2%
VCP
1495
Verus Capital Partners
Arizona
$952K -$1.92K -6 -0.2%
BPGAM
1496
BTG Pactual Global Asset Management
Bermuda
$950K +$828K +2,592 New
PHIC
1497
Pine Haven Investment Counsel
Massachusetts
$949K -$7.99K -25 -1%
NG
1498
Northstar Group
New York
$948K -$19.2K -60 -2%
KF
1499
KKM Financial
Illinois
$944K +$221K +692 +37%
WP
1500
Westmount Partners
California
$943K -$16K -50 -2%
58 59
60
61 62