CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1526
Fiducient Advisors
Illinois
$908K +$18.2K +57 +2%
CF
1527
Centaurus Financial
California
$906K -$46K -144 -6%
RDIA
1528
RE Dickinson Investment Advisors
Iowa
$904K +$69.4K +217 +10%
HA
1529
Hamel Associates
New Jersey
$903K – – –
CAM
1530
Carret Asset Management
New York
$901K – – –
NW
1531
NewEdge Wealth
Pennsylvania
$899K +$450K +1,407 +111%
PCMH
1532
Polymer Capital Management (HK)
Hong Kong
$898K +$783K +2,450 New
SCI
1533
Stableford Capital II
Arizona
$896K +$781K +2,445 New
TGAM
1534
TBH Global Asset Management
Tennessee
$896K +$21.4K +67 +3%
TAM
1535
Trillium Asset Management
Massachusetts
$892K – – –
HAIM
1536
Hunter Associates Investment Management
Pennsylvania
$887K +$320 +1 +0%
PPWP
1537
Premier Path Wealth Partners
New Jersey
$884K +$109K +341 +16%
EGA
1538
E&G Advisors
Texas
$884K +$3.83K +12 +0.5%
CA
1539
Claris Advisors
Missouri
$883K +$30K +94 +4%
EWM
1540
Executive Wealth Management
Michigan
$880K +$10.5K +33 +1%
WA1
1541
Wimmer Associates 1
California
$874K – – –
KP
1542
Keel Point
Alabama
$874K -$45.4K -142 -6%
WFAG
1543
Worth Financial Advisory Group
North Carolina
$873K +$8.95K +28 +1%
BLC
1544
Brown, Lisle/Cummings
Rhode Island
$870K – – –
DMBA
1545
Deseret Mutual Benefit Administrators
Utah
$866K +$52.4K +164 +7%
MIP
1546
Marietta Investment Partners
Wisconsin
$864K -$104K -324 -12%
MBTD
1547
Mechanics Bank - Trust Department
California
$862K -$15.3K -48 -2%
RWB
1548
RMR Wealth Builders
New Jersey
$862K +$7.03K +22 +0.9%
WAL
1549
W Advisors LLC
Tennessee
$859K – – –
AF
1550
Advisornet Financial
Minnesota
$859K -$309K -966 -29%
60 61
62
63 64