We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WMG
1776
WESCAP Management Group
California
$473K – – –
BHBT
1777
Burke & Herbert Bank & Trust
Virginia
$472K -$65.1K -251 -14%
CPC
1778
Congress Park Capital
New York
$472K +$45.4K +175 +12%
PP
1779
Pacifica Partners
Canada
$470K +$39.2K +151 +9%
ACA
1780
Affinity Capital Advisors
California
$469K +$30.4K +117 +8%
WP
1781
WealthSource Partners
California
$469K -$82.5K -318 -17%
BB
1782
Burford Brothers
Texas
$468K +$410K +1,582 New
PFG
1783
Prosperity Financial Group
California
$467K +$10.1K +39 +3%
KBFS
1784
Kohmann Bosshard Financial Services
Ohio
$466K -$19.5K -75 -5%
JF
1785
Jump Financial
Illinois
$465K -$611K -2,355 -60%
FHB
1786
First Hawaiian Bank
Hawaii
$464K -$677K -2,608 -62%
SMA
1787
Sage Mountain Advisors
Georgia
$464K -$5.71K -22 -1%
DIA
1788
Davidson Investment Advisors
Montana
$464K – – –
RPWA
1789
Regent Peak Wealth Advisors
Georgia
$464K +$1.82K +7 +0.4%
BWM
1790
BCS Wealth Management
Tennessee
$463K – – –
VPP
1791
Vertex Planning Partners
Illinois
$463K -$18.7K -72 -4%
TTWM
1792
TCV Trust & Wealth Management
Virginia
$462K -$2.59K -10 -0.6%
TWM
1793
Tradition Wealth Management
Minnesota
$461K -$83.8K -323 -17%
BBA
1794
Braun-Bostich & Associates
Pennsylvania
$460K +$404K +1,556 New
QFA
1795
Quantum Financial Advisors
California
$459K – – –
B
1796
Bridgeworth
Alabama
$458K -$778 -3 -0.2%
SSW
1797
Smith Shellnut Wilson
Mississippi
$458K – – –
COCM
1798
Charter Oak Capital Management
New Hampshire
$458K +$519 +2 +0.1%
SWMG
1799
Sanchez Wealth Management Group
Florida
$456K +$2.08K +8 +0.5%
VAG
1800
VisionPoint Advisory Group
Texas
$456K -$128K -492 -24%
70 71
72
73 74