CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1551
Cypress Asset Management
Texas
$1.26M -$3.42K -8 -0.3%
CAL
1552
Capital Analysts LLC
Pennsylvania
$1.25M +$458K +1,072 +69%
HVIA
1553
Hudson Valley Investment Advisors
New York
$1.25M -$2.13K -5 -0.2%
KFC
1554
Klingenstein Fields & Co
New York
$1.25M – – –
EBWM
1555
Eagle Bluffs Wealth Management
Missouri
$1.25M -$14.9K -35 -1%
CA
1556
Continuum Advisory
Idaho
$1.24M +$377K +884 +51%
PCMK
1557
Paragon Capital Management (Kansas)
Kansas
$1.24M – – –
SL
1558
Sentinus LLC
Illinois
$1.24M +$22.6K +53 +2%
CI Investments Inc
1559
CI Investments Inc
Ontario, Canada
$1.23M +$90.5K +212 +9%
PWM
1560
Palumbo Wealth Management
New York
$1.23M +$20.5K +48 +2%
AC
1561
Addison Capital
Pennsylvania
$1.23M -$31.6K -74 -3%
BLC
1562
Brown, Lisle/Cummings
Rhode Island
$1.23M -$19.2K -45 -2%
CPA
1563
Capital Planning Advisors
California
$1.23M -$42.7K -100 -4%
HWA
1564
Heritage Wealth Advisors
Virginia
$1.23M – – –
PWMG
1565
Prestige Wealth Management Group
New Jersey
$1.22M +$4.7K +11 +0.4%
AP
1566
Atwood & Palmer
Missouri
$1.22M – – –
GFPC
1567
Global Financial Private Client
Florida
$1.22M +$772K +1,809 +240%
GG
1568
Gleason Group
Kentucky
$1.22M -$41.8K -98 -4%
RCA
1569
Resonant Capital Advisors
Wisconsin
$1.22M +$36.7K +86 +3%
CA
1570
Cortland Associates
Missouri
$1.22M +$854 +2 +0.1%
CFO
1571
CVA Family Office
Colorado
$1.22M +$5.55K +13 +0.5%
TWM
1572
Tradition Wealth Management
Minnesota
$1.21M -$77.3K -181 -7%
VWM
1573
Vermillion Wealth Management
Minnesota
$1.21M -$2.99K -7 -0.3%
RL
1574
Rogco LP
Oklahoma
$1.21M -$48.7K -114 -4%
OBWP
1575
O'Brien Wealth Partners
Massachusetts
$1.21M +$1.08M +2,535 New