CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CMF
1651
Counterpoint Mutual Funds
California
$756K +$816K +2,292 New
GAMC
1652
Garner Asset Management Corp
Texas
$756K -$16.4K -46 -2%
ARC
1653
Advisor Resource Council
Texas
$755K +$833K +2,338 New
AI
1654
Accredited Investors
Minnesota
$755K +$712 +2 +0.1%
GIA
1655
GHP Investment Advisors
Colorado
$754K +$30.3K +85 +4%
FG
1656
Fiduciary Group
Georgia
$749K -$1.78K -5 -0.2%
CWM
1657
Cahaba Wealth Management
Georgia
$749K +$30.3K +85 +4%
LCM
1658
LVM Capital Management
Michigan
$749K -$100K -281 -11%
WMA
1659
West Michigan Advisors
Michigan
$749K -$21K -59 -3%
FFA
1660
First Foundation Advisors
California
$748K -$82.6K -232 -9%
DAS
1661
Diversify Advisory Services
Utah
$745K -$42.7K -120 -5%
CCAM
1662
Cascades Capital Asset Management
North Carolina
$744K +$2.14K +6 +0.3%
MBTD
1663
Mechanics Bank - Trust Department
California
$742K -$43.8K -123 -5%
LSIA
1664
LaSalle St. Investment Advisors
Illinois
$740K +$96.5K +271 +14%
SQA
1665
Simon Quick Advisors
New Jersey
$736K +$38.8K +109 +5%
HA
1666
Hamel Associates
New Jersey
$735K – – –
CWM
1667
Cranbrook Wealth Management
Michigan
$735K -$6.77K -19 -0.8%
BAM
1668
Belpointe Asset Management
Nevada
$735K -$518K -1,455 -40%
VCM
1669
Virtue Capital Management
Tennessee
$734K +$406K +1,140 +105%
PCP
1670
Proficio Capital Partners
Massachusetts
$733K +$2.14K +6 +0.3%
HWM
1671
Horizon Wealth Management
Illinois
$733K +$8.9K +25 +1%
KPWG
1672
KFA Private Wealth Group
Virginia
$731K +$290K +813 +58%
AIM
1673
Acropolis Investment Management
Missouri
$731K +$1.07K +3 +0.1%
NL
1674
NVWM LLC
Pennsylvania
$730K -$433K -1,215 -35%
QPWM
1675
Quadrant Private Wealth Management
Pennsylvania
$728K -$141K -395 -15%
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