CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
1501
White Lighthouse Investment Management
Massachusetts
$942K – – –
PWM
1502
Palumbo Wealth Management
New York
$942K -$19.5K -61 -2%
TAM
1503
Titleist Asset Management
Texas
$940K -$240K -751 -23%
NJIM
1504
Nabity-Jensen Investment Management
Nebraska
$940K – – –
BAM
1505
BOS Asset Management
Illinois
$939K – – –
HCA
1506
Heck Capital Advisors
Wisconsin
$939K +$639 +2 +0.1%
HWA
1507
Heritage Wealth Advisors
Virginia
$937K – – –
WC
1508
Woodstock Corp
Massachusetts
$936K – – –
HWM
1509
Horizon Wealth Management
Illinois
$930K -$43.5K -136 -5%
BIM
1510
Bridges Investment Management
Nebraska
$929K -$639K -2,000 -44%
DAS
1511
Diversify Advisory Services
Utah
$926K +$814K +2,547 New
CI Investments Inc
1512
CI Investments Inc
Ontario, Canada
$922K +$145K +455 +22%
SWM
1513
Shelton Wealth Management
Texas
$921K +$214K +670 +36%
BWA
1514
BlueSky Wealth Advisors
North Carolina
$918K +$29.1K +91 +4%
KA
1515
Kercheville Advisors
Texas
$916K – – –
SCA
1516
Sippican Capital Advisors
Massachusetts
$916K – – –
SGC
1517
Slocum, Gordon & Co
Rhode Island
$916K – – –
LSA
1518
Lion Street Advisors
Texas
$915K – – –
HIA
1519
Harbor Investment Advisory
Maryland
$914K +$87.6K +274 +12%
CCFCSB
1520
Cape Cod Five Cents Savings Bank
Massachusetts
$912K -$18.9K -59 -2%
SCA
1521
Stonebridge Capital Advisors
Minnesota
$912K +$4.16K +13 +0.5%
WF
1522
Wayfinding Financial
Washington
$911K -$6.07K -19 -0.7%
UAS
1523
United Asset Strategies
New York
$909K -$95.9K -300 -11%
SAM
1524
Seelaus Asset Management
New Jersey
$908K – – –
CT
1525
Chicago Trust
Illinois
$908K +$188K +588 +31%