We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1576
Ceeto Capital Group
Florida
$492K – – –
JWBC
1577
J.W. Burns & Co
New York
$492K – – –
WAG
1578
Winthrop Advisory Group
Massachusetts
$491K +$21.6K +97 +5%
S
1579
SimplyRich
California
$491K – – –
B
1580
Bensler
Washington
$489K +$892 +4 +0.2%
FAB
1581
First American Bank
Illinois
$488K +$22.3K +100 +5%
FWTB
1582
First Western Trust Bank
Colorado
$488K +$23.4K +105 +6%
CWM
1583
Centurion Wealth Management
Virginia
$485K – – –
BMCM
1584
Bryn Mawr Capital Management
Pennsylvania
$484K +$87.2K +391 +25%
AC
1585
Addison Capital
Pennsylvania
$483K +$77.8K +349 +22%
AFC
1586
AFT Forsyth & Company
Florida
$482K – – –
GSEP
1587
Golden State Equity Partners
California
$482K +$437K +1,959 New
CHA
1588
Carmichael Hill & Associates
Maryland
$481K -$285K -1,280 -40%
C
1589
Certuity
Florida
$480K +$193K +864 +79%
CC
1590
Callan Capital
California
$480K -$8.47K -38 -2%
WP
1591
WealthSource Partners
California
$479K -$11.4K -51 -3%
MCA
1592
Martin Capital Advisors
Texas
$471K – – –
RMAM
1593
Raab & Moskowitz Asset Management
New Jersey
$470K +$19.8K +89 +5%
FA
1594
Financial Advantage
Maryland
$470K – – –
OPPS
1595
Obsidian Personal Planning Solutions
Maryland
$470K +$426K +1,910 New
WQ
1596
Wealth Quarterback
New Jersey
$468K +$3.34K +15 +0.8%
CC
1597
Constitution Capital
Connecticut
$467K – – –
RSVP
1598
Ramsay Stattman Vela & Price
Colorado
$467K – – –
OHWA
1599
Oak Hill Wealth Advisors
Virginia
$467K – – –
1IA
1600
1620 Investment Advisors
Massachusetts
$464K -$9.14K -41 -2%
62 63
64
65 66