CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
1751
Platform Technology Partners
New York
$1.29M -$33.3K -60 -3%
HAIM
1752
Hunter Associates Investment Management
Pennsylvania
$1.29M -$30.6K -55 -2%
WOSD
1753
WFA of San Diego
California
$1.29M -$63.9K -115 -5%
AGC
1754
August Group Capital
$1.28M +$1.24M +2,238 New
CWA
1755
Clarus Wealth Advisors
Arizona
$1.28M -$179K -322 -14%
BPW
1756
BlueDoor Private Wealth
Massachusetts
$1.28M +$1.24M +2,234 New
SWM
1757
SHP Wealth Management
Massachusetts
$1.28M +$1.24M +2,235 New
LPT
1758
Legacy Private Trust
Wisconsin
$1.28M -$8.34K -15 -0.7%
WFI
1759
West Family Investments
California
$1.28M -$76.7K -138 -6%
TPWA
1760
TRUE Private Wealth Advisors
Oregon
$1.28M -$79.5K -143 -6%
WA1
1761
Wimmer Associates 1
California
$1.27M – – –
LGF
1762
LGT Group Foundation
Liechtenstein
$1.27M -$340K -612 -22%
CCWM
1763
Cassaday & Co Wealth Management
Virginia
$1.27M +$52.2K +94 +4%
WF
1764
WoodTrust Financial
Wisconsin
$1.27M +$888K +1,597 +257%
FFO
1765
Fiduciary Family Office
Florida
$1.27M -$52.8K -95 -4%
CCM
1766
CFO Capital Management
Connecticut
$1.27M +$1.23M +2,215 New
FC
1767
Financial Consulate
Maryland
$1.27M +$12.2K +22 +1%
AIIMS
1768
Analyst IMS Investment Management Services
Israel
$1.27M -$42.8K -77 -3%
RFS
1769
RM Financial Services
Maine
$1.27M +$1.23M +2,213 New
RFA
1770
ROI Financial Advisors
Oregon
$1.27M +$130K +233 +12%
HWM
1771
Horizon Wealth Management
Illinois
$1.26M +$1.11K +2 +0.1%
CCC
1772
Compass Capital Corp
Massachusetts
$1.26M +$80.6K +145 +9%
CHJWM
1773
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.26M -$556 -1 -0%
KG
1774
Kieckhefer Group
Wisconsin
$1.26M +$1.22M +2,200 New
WF
1775
Wayfinding Financial
Washington
$1.26M -$52.8K -95 -4%
69 70
71
72 73