We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1626
Tarbox Family Office
California
$759K – – –
APWM
1627
Atlas Private Wealth Management
New York
$757K – – –
PCP
1628
Proficio Capital Partners
Massachusetts
$756K +$57.2K +179 +9%
GWM
1629
GSB Wealth Management
Connecticut
$756K +$320 +1 +0%
GWANC
1630
Guardian Wealth Advisors (North Carolina)
North Carolina
$756K -$13.4K -42 -2%
Marex Group
1631
Marex Group
$756K +$397K +1,243 +152%
MCA
1632
Martin Capital Advisors
Texas
$755K -$1.28K -4 -0.2%
AC
1633
Addison Capital
Pennsylvania
$755K +$37.1K +116 +6%
AA
1634
AF Advisors
California
$755K – – –
TIM
1635
Total Investment Management
Arizona
$754K -$37.4K -117 -5%
NRC
1636
New Republic Capital
North Carolina
$753K -$8.95K -28 -1%
MSCM
1637
McElhenny Sheffield Capital Management
Texas
$751K – – –
RW
1638
REDW Wealth
New Mexico
$751K – – –
D
1639
Diversified
Delaware
$750K +$60.7K +190 +10%
AAG
1640
Armstrong Advisory Group
Massachusetts
$750K – – –
LA
1641
Latitude Advisors
Florida
$750K +$40K +125 +7%
CS
1642
Capital Square
Tennessee
$750K – – –
WAG
1643
Winthrop Advisory Group
Massachusetts
$744K -$15.7K -49 -2%
PWM
1644
Paulson Wealth Management
Illinois
$744K -$1.6K -5 -0.2%
BAM
1645
Bosun Asset Management
Illinois
$741K -$27.8K -87 -4%
FAB
1646
First American Bank
Illinois
$736K – – –
FIM
1647
Fernwood Investment Management
Massachusetts
$736K -$192K -600 -23%
BCM
1648
Bienville Capital Management
New York
$733K – – –
JWBC
1649
J.W. Burns & Co
New York
$733K – – –
CC
1650
Constitution Capital
Connecticut
$733K +$32K +100 +5%