We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1526
Windsor Capital Management
Arizona
$858K -$18K -52 -2%
WLIM
1527
White Lighthouse Investment Management
Massachusetts
$856K – – –
BAM
1528
BOS Asset Management
Illinois
$854K – – –
MW
1529
Marcum Wealth
Ohio
$853K -$34K -98 -4%
HCA
1530
Heck Capital Advisors
Wisconsin
$853K – – –
HWA
1531
Heritage Wealth Advisors
Virginia
$851K – – –
WP
1532
Westmount Partners
California
$848K +$1.39K +4 +0.2%
EGA
1533
E&G Advisors
Texas
$847K +$45.1K +130 +5%
SWA
1534
Sax Wealth Advisors
New Jersey
$845K +$655K +1,888 +290%
AAG
1535
Armstrong Advisory Group
Massachusetts
$843K -$2.77K -8 -0.3%
TBC
1536
Ted Buchan & Co
California
$837K -$31.2K -90 -3%
WIC
1537
Woodmont Investment Counsel
Tennessee
$836K -$940K -2,710 -52%
KA
1538
Kercheville Advisors
Texas
$833K – – –
SCA
1539
Sippican Capital Advisors
Massachusetts
$833K – – –
SGC
1540
Slocum, Gordon & Co
Rhode Island
$833K – – –
MFS
1541
Monetta Financial Services
Illinois
$833K +$867K +2,500 New
BFA
1542
Bill Few Associates
Pennsylvania
$829K -$93.3K -269 -10%
PPWP
1543
Premier Path Wealth Partners
New Jersey
$828K +$25.7K +74 +3%
RIA
1544
Richwood Investment Advisors
Ohio
$828K +$109K +315 +15%
CG
1545
Clarus Group
Texas
$827K -$110K -317 -11%
CAM
1546
Cidel Asset Management
Ontario, Canada
$823K -$57.9K -167 -6%
RDIA
1547
RE Dickinson Investment Advisors
Iowa
$822K – – –
CT
1548
Chicago Trust
Illinois
$821K -$4.16K -12 -0.5%
CFO
1549
CVA Family Office
Colorado
$821K -$163K -469 -16%
KF
1550
KKM Financial
Illinois
$821K – – –
60 61
62
63 64