CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WA1
1626
Wimmer Associates 1
California
$783K -$58.1K -163 -7%
FA
1627
Fermata Advisors
California
$783K +$194K +544 +30%
1C
1628
111 Capital
France
$779K +$841K +2,361 New
NSAM
1629
North Star Asset Management
Wisconsin
$774K +$30.3K +85 +4%
AA
1630
Armis Advisers
Georgia
$774K +$317K +891 +59%
AC
1631
Addison Capital
Pennsylvania
$774K +$356 +1 +0%
ACGA
1632
Atlanta Consulting Group Advisors
Georgia
$773K +$23.2K +65 +3%
EWM
1633
Evermay Wealth Management
Virginia
$773K -$29.6K -83 -3%
1WA
1634
180 Wealth Advisors
Washington
$773K -$522K -1,465 -38%
EGA
1635
E&G Advisors
Texas
$772K – – –
CWA
1636
Clarus Wealth Advisors
Arizona
$771K -$67.7K -190 -7%
BOS
1637
Bank of Stockton
California
$771K +$133K +374 +19%
RPCONE
1638
Retirement Planning Company of New England
Rhode Island
$770K +$7.48K +21 +0.9%
VC
1639
Veracity Capital
Georgia
$768K -$74.1K -208 -8%
GS
1640
GTS Securities
Florida
$765K +$198K +557 +32%
GWMI
1641
Guardian Wealth Management (Illinois)
Illinois
$764K -$1.43K -4 -0.2%
AIC
1642
Archer Investment Corporation
Indiana
$760K +$356 +1 +0%
CF
1643
Centaurus Financial
California
$760K +$65.5K +184 +9%
WF
1644
Wayfinding Financial
Washington
$759K -$5.34K -15 -0.6%
HAIM
1645
Hunter Associates Investment Management
Pennsylvania
$759K -$1.78K -5 -0.2%
PTP
1646
Platform Technology Partners
New York
$759K +$3.21K +9 +0.4%
RMCM
1647
Reynders McVeigh Capital Management
Massachusetts
$758K -$5.34K -15 -0.6%
WCM
1648
Windsor Capital Management
Arizona
$758K -$16.7K -47 -2%
ICA
1649
Infrastructure Capital Advisors
New York
$758K +$49.2K +138 +6%
MIC
1650
Means Investment Company
Maine
$756K -$149K -417 -15%