We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
1501
Spectrum Management Group
Indiana
$7K +$7.47K +50 New
RWM
1502
Raffa Wealth Management
District of Columbia
$6.78K – – –
OSAM
1503
O'Shaughnessy Asset Management
Connecticut
$6K +$897 +6 +16%
CWM
1504
Cedar Wealth Management
California
$6K +$6.13K +41 New
AW
1505
Alpha Windward
Massachusetts
$5K -$747 -5 -13%
FBT
1506
First Bank & Trust
South Dakota
$4K – – –
MSA
1507
Marino Stram & Associates
Massachusetts
$4K – – –
MPPLM
1508
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K – – –
CDIA
1509
Capital Directions Investment Advisors
Georgia
$4K +$4.18K +28 New
RWG
1510
Regal Wealth Group
California
$3K – – –
EWM
1511
Edge Wealth Management
New York
$2K – – –
CIA
1512
CSat Investment Advisory
Michigan
$2K +$1.79K +12 New
WF
1513
WealthTrust Fairport
Ohio
$1K – – –
TFA
1514
Transamerica Financial Advisors
Florida
$1K +$598 +4 New
LWA
1515
Lenox Wealth Advisors
New York
$1K +$897 +6 New
TPCM
1516
Tide Point Capital Management
Connecticut
– -$63.2M -428,722 Closed
NSLI
1517
Nan Shan Life Insurance
Taiwan
– -$33.9M -230,000 Closed
QIM
1518
Quantitative Investment Management
Virginia
– -$30.7M -208,500 Closed
PPC
1519
Precision Path Capital
New York
– -$29.5M -200,000 Closed
SCM
1520
Sanoor Capital Management
Connecticut
– -$19.1M -129,500 Closed
SCM
1521
Suffolk Capital Management
New York
– -$11.3M -76,667 Closed
PWPCM
1522
Perella Weinberg Partners Capital Management
New York
– -$10.3M -70,031 Closed
SG
1523
Swarthmore Group
Pennsylvania
– -$8.85M -60,050 Closed
IP
1524
Interval Partners
New York
– -$5.98M -40,000 Closed
SRCM
1525
Swift Run Capital Management
Virginia
– -$4.61M -31,260 Closed
59 60
61
62 63