We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1676
SFMG Wealth Advisors
Texas
$244K +$1.1K +6 +0.4%
MCM
1677
Mengis Capital Management
Oregon
$244K +$13.7K +75 +5%
FIB
1678
First Interstate Bank
Montana
$244K +$272K +1,490 New
HWM
1679
Hohimer Wealth Management
Washington
$242K – – –
TA
1680
Tectonic Advisors
Texas
$242K +$50.2K +275 +23%
RIA
1681
Richwood Investment Advisors
Ohio
$241K – – –
SIAG
1682
Signet Investment Advisory Group
Rhode Island
$240K -$8.22K -45 -3%
PCG
1683
Prosperity Consulting Group
Maryland
$240K -$7.86K -43 -3%
WCA
1684
Waypoint Capital Advisors
Minnesota
$240K – – –
SEM
1685
Strategic Equity Management
Arizona
$240K +$1.83K +10 +0.7%
FCT
1686
First Community Trust
Iowa
$238K -$100K -550 -28%
LA
1687
Legacy Advisors
Pennsylvania
$238K +$265K +1,449 New
VNA
1688
Valley National Advisers
Pennsylvania
$237K -$15.9K -87 -6%
FC
1689
Forte Capital
New York
$237K – – –
SHWM
1690
Silicon Hills Wealth Management
Texas
$237K – – –
OCM
1691
One Capital Management
California
$235K -$66.5K -364 -20%
GWS
1692
Glassman Wealth Services
Virginia
$235K -$50.2K -275 -16%
ZIG
1693
Zullo Investment Group
Pennsylvania
$235K +$18.3K +100 +8%
BWS
1694
Buck Wealth Strategies
Colorado
$234K +$157K +858 New
FFWM
1695
Future Financial Wealth Management
Ohio
$234K – – –
TA
1696
TFG Advisers
Michigan
$234K +$2.56K +14 +1%
MHR
1697
Matthew Hamilton Rosenberg
$234K +$11.5K +63 +5%
APW
1698
Acima Private Wealth
Virginia
$233K – – –
AMC
1699
Asset Management Corp
Illinois
$233K +$1.1K +6 +0.4%
GKWIM
1700
Gerber Kawasaki Wealth & Investment Management
California
$233K +$26.5K +145 +11%
66 67
68
69 70