CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
KF
1576
KKM Financial
Illinois
$946K +$282K +726 +39%
QPWM
1577
Quadrant Private Wealth Management
Pennsylvania
$944K +$6.59K +17 +0.7%
NG
1578
Northstar Group
New York
$938K – – –
WP
1579
Westmount Partners
California
$938K +$1.55K +4 +0.2%
MW
1580
Marcum Wealth
Ohio
$937K -$25.2K -65 -2%
WAM
1581
WealthTrust Asset Management
Florida
$936K -$45.4K -117 -4%
QT
1582
Quantbot Technologies
New York
$933K +$997K +2,572 New
HWA
1583
Heritage Wealth Advisors
Virginia
$932K +$776 +2 +0.1%
HW
1584
Hancock Whitney
Mississippi
$932K -$17.5K -45 -2%
CWM
1585
Chesapeake Wealth Management
Virginia
$931K +$33.7K +87 +4%
AP
1586
Atwood & Palmer
Missouri
$930K -$301K -775 -23%
BAM
1587
BOS Asset Management
Illinois
$930K – – –
FMLI
1588
Fukoku Mutual Life Insurance
Japan
$926K +$229K +590 +30%
PWM
1589
Palumbo Wealth Management
New York
$926K -$1.16K -3 -0.1%
LCM
1590
LVM Capital Management
Michigan
$926K +$204K +527 +26%
WLIM
1591
White Lighthouse Investment Management
Massachusetts
$925K -$7.76K -20 -0.8%
CA
1592
Cortland Associates
Missouri
$924K +$776 +2 +0.1%
AIC
1593
Argus Investors Counsel
New York
$923K -$233K -600 -19%
DEM
1594
Disciplined Equity Management
Florida
$921K – – –
VC
1595
Veracity Capital
Georgia
$920K +$42.3K +109 +4%
FFG
1596
Fortem Financial Group
California
$920K – – –
WWA
1597
Wealth Watch Advisors
Colorado
$918K +$985K +2,539 New
OFS
1598
Orrstown Financial Services
Pennsylvania
$913K -$128K -331 -12%
PWMG
1599
Prestige Wealth Management Group
New Jersey
$912K +$34.1K +88 +4%
PHIC
1600
Pine Haven Investment Counsel
Massachusetts
$911K -$50.4K -130 -5%