CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
1476
Wealth Effects
Massachusetts
$964K -$13.9K -39 -1%
CA
1477
Claris Advisors
Missouri
$964K – – –
UAML
1478
US Asset Management LLC
Pennsylvania
$963K -$2.49K -7 -0.2%
SAM
1479
Sawgrass Asset Management
Florida
$962K -$12.8K -36 -1%
AIP
1480
Alexis Investment Partners
Texas
$960K -$163K -459 -14%
GM
1481
GeoWealth Management
Illinois
$958K -$149K -418 -13%
PPWP
1482
Premier Path Wealth Partners
New Jersey
$956K -$126K -353 -11%
MYLI
1483
Meiji Yasuda Life Insurance
Japan
$954K -$841K -2,362 -45%
RL
1484
Rogco LP
Oklahoma
$953K -$31.3K -88 -3%
PWPS
1485
Pinnacle Wealth Planning Services
Ohio
$950K +$19.9K +56 +2%
EWA
1486
Elevate Wealth Advisory
Georgia
$944K -$374K -1,051 -27%
CAM
1487
Covenant Asset Management
New Jersey
$944K -$4.63K -13 -0.5%
MFC
1488
Mechanics Financial Corp
Ohio
$944K – – –
CFA
1489
Capstone Financial Advisors
Illinois
$943K +$1.43K +4 +0.1%
RFG
1490
RFP Financial Group
Georgia
$943K +$712 +2 +0.1%
CFGW
1491
Chancellor Financial Group WB
Pennsylvania
$943K +$1.43K +4 +0.1%
HWA
1492
Heartwood Wealth Advisors
Virginia
$941K -$17.8K -50 -2%
CIA
1493
Compass Ion Advisors
Pennsylvania
$941K -$38.1K -107 -4%
TF
1494
Tudor Financial
Ohio
$941K -$8.9K -25 -0.9%
KSB
1495
Kennebec Savings Bank
Maine
$941K +$45.2K +127 +5%
DA
1496
Denali Advisors
California
$935K -$6.05K -17 -0.6%
BI
1497
Ballast Inc
Kentucky
$932K -$712 -2 -0.1%
PIMG
1498
Patriot Investment Management Group
Tennessee
$924K +$3.56K +10 +0.4%
PC
1499
Peavine Capital
Nevada
$923K – – –
PFSC
1500
Peoples Financial Services Corp
Pennsylvania
$923K -$38.5K -108 -4%
58 59
60
61 62