CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1701
Stableford Capital II
Arizona
$1.01M -$161K -378 -15%
MSCM
1702
McElhenny Sheffield Capital Management
Texas
$1.01M +$21.3K +50 +2%
HA
1703
Hamel Associates
New Jersey
$1.01M +$10.2K +24 +1%
MCA
1704
Martin Capital Advisors
Texas
$1.01M – – –
GWM
1705
GSB Wealth Management
Connecticut
$1.01M -$14.1K -33 -2%
WAL
1706
W Advisors LLC
Tennessee
$1.01M +$2.56K +6 +0.3%
MHWM
1707
Montz Harcus Wealth Management
Louisiana
$1M +$51.7K +121 +6%
SPC
1708
Spirepoint Private Client
Florida
$1M +$270K +632 +43%
ZIG
1709
Zullo Investment Group
Pennsylvania
$1M +$5.98K +14 +0.7%
FAB
1710
First American Bank
Illinois
$1M – – –
FFL
1711
Future Fund LLC
Illinois
$1M +$2.99K +7 +0.3%
FA
1712
Fiduciary Alliance
South Carolina
$1,000K -$20.9K -49 -2%
BWM
1713
BCS Wealth Management
Tennessee
$993K -$152K -355 -15%
HIA
1714
Harbor Investment Advisory
Maryland
$992K -$166K -389 -16%
AMBIA
1715
Allen Mooney & Barnes Investment Advisors
Georgia
$991K -$19.6K -46 -2%
NL
1716
NVWM LLC
Pennsylvania
$990K -$67.5K -158 -7%
TFO
1717
Tarbox Family Office
California
$990K -$854 -2 -0.1%
ML
1718
McAdam LLC
Pennsylvania
$988K +$85K +199 +11%
FCFC
1719
First Commonwealth Financial Corp
Pennsylvania
$987K – – –
OWP
1720
Obermeyer Wealth Partners
Colorado
$987K -$3.42K -8 -0.4%
LSIA
1721
LaSalle St. Investment Advisors
Illinois
$986K +$11.1K +26 +1%
JF
1722
Jump Financial
Illinois
$986K +$882K +2,066 New
OPPS
1723
Obsidian Personal Planning Solutions
Maryland
$984K -$8.96K -21 -1%
AA
1724
AF Advisors
California
$983K – – –
SIC
1725
Sage Investment Counsel
Tennessee
$983K -$6.4K -15 -0.7%
67 68
69
70 71