CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1601
Trace Wealth Advisors
California
$1.58M – – –
KFS
1602
Keynote Financial Services
Connecticut
$1.57M -$219K -394 -13%
DEM
1603
Disciplined Equity Management
Florida
$1.56M -$27.8K -50 -2%
AWM
1604
Aviso Wealth Management
Washington
$1.56M -$56.7K -102 -4%
HBT
1605
Hills Bank & Trust
Iowa
$1.56M +$118K +212 +8%
1WA
1606
180 Wealth Advisors
Washington
$1.56M +$236K +424 +18%
KA
1607
Klingman & Associates
New York
$1.55M +$30K +54 +2%
TIA
1608
Tiemann Investment Advisors
California
$1.55M -$52.8K -95 -3%
SWMG
1609
Stillwater Wealth Management Group
Florida
$1.55M +$1.05M +1,893 +231%
KIM
1610
Kestra Investment Management
Texas
$1.55M -$38.4K -69 -2%
CAM
1611
Covenant Asset Management
New Jersey
$1.55M -$556 -1 -0%
PB
1612
Prosperity Bancshares
Texas
$1.55M +$1.5M +2,703 New
BA
1613
Bridgewater Advisors
New York
$1.55M +$5.56K +10 +0.4%
CIAS
1614
CFS Investment Advisory Services
New Jersey
$1.55M +$287K +516 +24%
HPBT
1615
Hickory Point Bank & Trust
Illinois
$1.54M – – –
PWMG
1616
Prestige Wealth Management Group
New Jersey
$1.54M +$70K +126 +5%
WAM
1617
Worth Asset Management
Texas
$1.54M +$1.5M +2,690 New
SAW
1618
Signal Advisors Wealth
Michigan
$1.54M +$180K +323 +14%
TFA
1619
Toth Financial Advisory
Virginia
$1.54M +$4.45K +8 +0.3%
WCM
1620
Winebrenner Capital Management
Kentucky
$1.54M +$22.8K +41 +2%
BOS
1621
Bank of Stockton
California
$1.54M -$102K -183 -6%
NFA
1622
Northern Financial Advisors
Michigan
$1.53M -$1.39M -2,498 -48%
PWM
1623
Palumbo Wealth Management
New York
$1.53M +$1.67K +3 +0.1%
PWPS
1624
Pinnacle Wealth Planning Services
Ohio
$1.53M -$28.9K -52 -2%
WTA
1625
Washington Trust Advisors
Massachusetts
$1.52M -$66.1K -119 -4%
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