CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
1501
Texas Capital Bancshares
Texas
$922K -$12.8K -36 -1%
FNB
1502
Farmers National Bank
Kentucky
$921K -$12.1K -34 -1%
BAM
1503
Blueshift Asset Management
New Jersey
$921K +$316K +886 +46%
HW
1504
Hancock Whitney
Mississippi
$920K +$78.7K +221 +9%
CP
1505
Creekside Partners
California
$916K +$712 +2 +0.1%
KA
1506
KLCM Advisors
Wisconsin
$916K – – –
WDC
1507
Woodward Diversified Capital
California
$913K +$55.2K +155 +6%
SN
1508
Sittner & Nelson
Oregon
$912K +$356 +1 +0%
LWAM
1509
Legacy Wealth Asset Management
Minnesota
$909K -$16.7K -47 -2%
SI
1510
Saxon Interests
Texas
$907K -$192K -539 -16%
GWAG
1511
Garrett Wealth Advisory Group
Texas
$907K +$456K +1,281 +87%
PF
1512
Prosperitas Financial
California
$907K -$21K -59 -2%
TWA
1513
Trace Wealth Advisors
California
$907K – – –
HBT
1514
Heartland Bank & Trust
Illinois
$906K -$72.7K -204 -7%
RWA
1515
Rooted Wealth Advisors
Illinois
$906K +$12.5K +35 +1%
AGAM
1516
Audent Global Asset Management
California
$906K +$449K +1,261 +85%
SAM
1517
Synergy Asset Management
Washington
$906K +$356 +1 +0%
TWM
1518
Tradition Wealth Management
Minnesota
$903K +$15.3K +43 +2%
KFI
1519
Key Financial Inc
Pennsylvania
$903K – – –
LJHT
1520
Laurie J. Hall Trustee
$901K -$16.7K -47 -2%
TAM
1521
Titleist Asset Management
Texas
$901K -$118K -330 -11%
HA
1522
Herold Advisors
New York
$900K +$231K +649 +31%
JIC
1523
Joel Isaacson & Co
New York
$900K +$356 +1 +0%
WTA
1524
Washington Trust Advisors
Massachusetts
$899K – – –
VRM
1525
Vectors Research Management
New York
$896K +$28.5K +80 +3%
59 60
61
62 63