CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1801
Bill Few Associates
Pennsylvania
$1.21M -$106K -191 -8%
TWM
1802
Thrive Wealth Management
Pennsylvania
$1.21M +$119K +214 +11%
SFG
1803
Sovereign Financial Group
Connecticut
$1.2M +$28.3K +51 +2%
MBTD
1804
Mechanics Bank - Trust Department
California
$1.2M -$16.7K -30 -1%
FAB
1805
First American Bank
Illinois
$1.2M – – –
MPIA
1806
Mountain Pacific Investment Advisers
Idaho
$1.2M -$32.8K -59 -3%
LSIA
1807
LaSalle St. Investment Advisors
Illinois
$1.2M +$12.8K +23 +1%
CCAM
1808
Cascades Capital Asset Management
North Carolina
$1.2M -$28.3K -51 -2%
APW
1809
Austin Private Wealth
Texas
$1.19M -$57.8K -104 -5%
PL
1810
Perpetual Ltd
Australia
$1.19M +$233K +420 +25%
NL
1811
NVWM LLC
Pennsylvania
$1.19M +$556 +1 +0%
BMCM
1812
Bryn Mawr Capital Management
Pennsylvania
$1.19M +$75K +135 +7%
WAG
1813
Winthrop Advisory Group
Massachusetts
$1.19M +$16.7K +30 +1%
LF
1814
LifePlan Financial
Minnesota
$1.18M -$57.2K -103 -5%
AA
1815
AF Advisors
California
$1.18M +$1.11K +2 +0.1%
SIC
1816
Sage Investment Counsel
Tennessee
$1.18M +$556 +1 +0%
MC
1817
Miramontes Capital
California
$1.18M +$1.14M +2,059 New
DCM
1818
Dudley Capital Management
Virginia
$1.18M +$556 +1 +0%
PWM
1819
Pines Wealth Management
North Carolina
$1.18M +$82.8K +149 +8%
AAG
1820
Asset Advisory Group
New Jersey
$1.18M +$1.14M +2,054 New
AMBIA
1821
Allen Mooney & Barnes Investment Advisors
Georgia
$1.18M -$13.9K -25 -1%
LCGC
1822
Legacy Capital Group California
California
$1.17M -$258K -464 -18%
FCFC
1823
First Commonwealth Financial Corp
Pennsylvania
$1.17M -$15K -27 -1%
RIA
1824
Regal Investment Advisors
Michigan
$1.17M +$339K +610 +43%
BFA
1825
Beacon Financial Advisory
Ohio
$1.17M +$4.45K +8 +0.4%
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