CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFC
1551
Klingenstein Fields & Co
New York
$866K -$6.05K -17 -0.6%
HIA
1552
Harbor Investment Advisory
Maryland
$865K +$4.63K +13 +0.5%
BLC
1553
Brown, Lisle/Cummings
Rhode Island
$863K +$1.07K +3 +0.1%
AWM
1554
Aviso Wealth Management
Washington
$863K +$206K +579 +28%
PWM
1555
Palumbo Wealth Management
New York
$863K +$21.7K +61 +2%
KA
1556
Kercheville Advisors
Texas
$861K +$39.9K +112 +4%
CFO
1557
CVA Family Office
Colorado
$860K +$64.1K +180 +7%
BIG
1558
Brookwood Investment Group
Arizona
$860K +$929K +2,608 New
CA
1559
Capital Advantage
California
$860K – – –
PL
1560
Plancorp LLC
Missouri
$858K +$51.6K +145 +6%
LWA
1561
Lineweaver Wealth Advisors
Ohio
$853K +$920K +2,583 New
NG
1562
Northstar Group
New York
$853K – – –
KF
1563
KKM Financial
Illinois
$850K -$6.77K -19 -0.7%
GFG
1564
Goldstone Financial Group
Illinois
$848K +$189K +531 +26%
LCGC
1565
Legacy Capital Group California
California
$847K -$503K -1,413 -35%
HWA
1566
Heritage Wealth Advisors
Virginia
$847K -$712 -2 -0.1%
AP
1567
Atwood & Palmer
Missouri
$846K – – –
SWA
1568
Sax Wealth Advisors
New Jersey
$845K +$127K +356 +16%
RA
1569
Rational Advisors
New York
$843K +$314K +882 +53%
DE
1570
Diversified Enterprises
Delaware
$843K +$116K +325 +15%
LWCFA
1571
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$842K -$2.49K -7 -0.2%
VWA
1572
Visionary Wealth Advisors
Illinois
$842K -$21.4K -60 -2%
CA
1573
Cortland Associates
Missouri
$841K +$1.07K +3 +0.1%
HCA
1574
Heck Capital Advisors
Wisconsin
$840K -$1.33M -3,747 -60%
CWM
1575
Calamos Wealth Management
Illinois
$840K +$198K +556 +28%
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