We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFMPM
1801
Woodley Farra Manion Portfolio Management
Indiana
$688K -$26K -67 -3%
AWM
1802
Aprio Wealth Management
Georgia
$687K +$328K +845 +81%
DQRIM
1803
Dale Q Rice Investment Management
Washington
$685K +$732K +1,888 New
MW
1804
MBL Wealth
North Carolina
$685K -$63.6K -164 -8%
BFC
1805
Bedel Financial Consulting
Indiana
$682K +$5.82K +15 +0.8%
SFS
1806
Summit Financial Strategies
Ohio
$681K – – –
GFP
1807
Gryphon Financial Partners
Ohio
$680K -$42.7K -110 -6%
PG
1808
Patten Group
Tennessee
$678K -$8.14K -21 -1%
SIS
1809
Sound Income Strategies
Florida
$676K +$62.4K +161 +9%
CIP
1810
Capital Insight Partners
Arizona
$673K +$719K +1,855 New
FBB
1811
Fulton Breakefield Broenniman
Maryland
$672K +$11.6K +30 +2%
FWP
1812
Firethorn Wealth Partners
Georgia
$672K +$1.94K +5 +0.3%
GA
1813
Geller Advisors
New York
$671K -$463K -1,194 -39%
ESBC
1814
E.S. Barr & Co
Kentucky
$671K – – –
BAG
1815
Bridgewealth Advisory Group
California
$671K +$357K +920 +94%
SCA
1816
Stonebridge Capital Advisors
Minnesota
$666K -$107K -277 -13%
TA
1817
TFG Advisers
Michigan
$665K +$8.53K +22 +1%
FA
1818
Fermata Advisors
California
$664K +$710K +1,831 New
OL
1819
one8zero8 LLC
North Carolina
$663K +$709K +1,828 New
CMAI
1820
Capital Management Associates Inc
Minnesota
$662K +$776 +2 +0.1%
RCA
1821
Resonant Capital Advisors
Wisconsin
$662K +$25.2K +65 +4%
DMBA
1822
Deseret Mutual Benefit Administrators
Utah
$661K -$23.3K -60 -3%
AFC
1823
AFT Forsyth & Company
Florida
$658K – – –
HTIM
1824
Harbour Trust & Investment Management
Indiana
$658K -$10.1K -26 -1%
MWP
1825
Meriwether Wealth & Planning
Louisiana
$657K +$703K +1,812 New
71 72
73
74 75