CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1826
TFG Advisers
Michigan
$588K -$18.2K -51 -3%
SMH
1827
Sanders Morris Harris
Texas
$585K – – –
SCA
1828
Stonebridge Capital Advisors
Minnesota
$585K -$22.4K -63 -3%
COCM
1829
Charter Oak Capital Management
New Hampshire
$584K +$7.12K +20 +1%
LWM
1830
Lakeridge Wealth Management
Ohio
$584K +$15.7K +44 +3%
MAWCM
1831
Mine & Arao Wealth Creation & Management
California
$584K -$87.6K -246 -12%
VIS
1832
Vega Investment Solutions
France
$583K +$245K +689 +58%
AP
1833
Appleton Partners
Massachusetts
$583K +$44.9K +126 +8%
MP
1834
Moment Partners
California
$580K – – –
WQ
1835
Wealth Quarterback
New Jersey
$580K -$435K -1,220 -41%
SMWM
1836
Silvia McColl Wealth Management
California
$578K +$12.8K +36 +2%
BOJHT
1837
Bank of Jackson Hole Trust
Wyoming
$577K – – –
PWM
1838
Peterson Wealth Management
Nevada
$577K +$22.4K +63 +4%
AIC
1839
Argus Investors Counsel
New York
$576K -$285K -800 -31%
ABTD
1840
Arvest Bank Trust Division
Oklahoma
$575K +$60.6K +170 +11%
MYIA
1841
Mount Yale Investment Advisors
Colorado
$573K -$69.1K -194 -10%
RMAM
1842
Raab & Moskowitz Asset Management
New Jersey
$573K +$5.7K +16 +0.9%
LI
1843
Lafayette Investments
Maryland
$572K – – –
SWA
1844
SFMG Wealth Advisors
Texas
$572K +$98K +275 +19%
LF
1845
LifeSteps Financial
California
$572K -$16K -45 -3%
ICP
1846
Impact Capital Partners
Colorado
$570K +$26K +73 +4%
BWM
1847
Base Wealth Management
Florida
$569K +$614K +1,724 New
CCM
1848
Check Capital Management
California
$566K – – –
PCA
1849
Purkiss Capital Advisors
Connecticut
$566K +$357K +1,002 +140%
THCM
1850
Taylor Hoffman Capital Management
Virginia
$566K – – –
72 73
74
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