We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1801
Symphony Financial
Texas
$872K -$4.76M -11,160 -86%
TCB
1802
Texas Capital Bancshares
Texas
$872K -$413K -968 -35%
CBA
1803
Coastal Bridge Advisors
Connecticut
$870K +$81.1K +190 +12%
BWA
1804
BlueSky Wealth Advisors
North Carolina
$869K -$29K -68 -4%
FA
1805
Fagan Associates
New York
$868K – – –
NAS
1806
NWF Advisory Services
California
$868K -$78.6K -184 -9%
WFMPM
1807
Woodley Farra Manion Portfolio Management
Indiana
$868K -$4.27K -10 -0.5%
MP
1808
Moment Partners
California
$867K +$23.9K +56 +3%
AFC
1809
AFT Forsyth & Company
Florida
$866K – – –
VHAM
1810
Van Hulzen Asset Management
California
$864K -$22.6K -53 -3%
SFSG
1811
Sound Financial Strategies Group
Mississippi
$864K +$40.6K +95 +6%
MA
1812
McBroom & Associates
Nevada
$862K – – –
LAM
1813
Lakewood Asset Management
Illinois
$861K +$854 +2 +0.1%
I
1814
InceptionR
California
$859K +$769K +1,801 New
VCM
1815
Violich Capital Management
California
$859K – – –
AI
1816
Accredited Investors
Minnesota
$857K +$34.2K +80 +5%
SIA
1817
Strategic Investment Advisors
Michigan
$857K -$8.96K -21 -1%
OA
1818
Operose Advisors
Wisconsin
$856K +$1.71K +4 +0.2%
OWM
1819
OneAscent Wealth Management
Alabama
$854K -$13.7K -32 -2%
LA
1820
Lakeside Advisors
Washington
$853K +$427 +1 +0.1%
MAM
1821
Morse Asset Management
Connecticut
$851K +$137K +320 +22%
PWM
1822
Paulson Wealth Management
Illinois
$851K -$4.7K -11 -0.6%
TFG
1823
Taylor Financial Group
Virginia
$849K – – –
RWM
1824
Revisor Wealth Management
Ohio
$849K -$85K -199 -10%
MAWCM
1825
Mine & Arao Wealth Creation & Management
California
$848K +$1.28K +3 +0.2%
71 72
73
74 75