CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1826
Revisor Wealth Management
Ohio
$849K -$85K -199 -10%
MAWCM
1827
Mine & Arao Wealth Creation & Management
California
$848K +$1.28K +3 +0.2%
SMH
1828
Sanders Morris Harris
Texas
$847K – – –
CMI
1829
Clare Market Investments
Texas
$846K +$757K +1,773 New
FMTC
1830
Farmers & Merchants Trust Company
California
$844K -$55.1K -129 -7%
FFG
1831
Fortem Financial Group
California
$842K -$121K -284 -14%
LWM
1832
Lakeridge Wealth Management
Ohio
$840K -$4.27K -10 -0.6%
OWA
1833
Opal Wealth Advisors
New York
$838K -$55.5K -130 -7%
LJHT
1834
Laurie J. Hall Trustee
$836K -$64K -150 -8%
MYIA
1835
Mount Yale Investment Advisors
Colorado
$836K +$12.4K +29 +2%
GBT
1836
Grove Bank & Trust
Florida
$835K – – –
RGF
1837
Retirement Guys Formula
Ohio
$830K -$1.37M -3,220 -65%
PFGIA
1838
Patriot Financial Group Insurance Agency
Massachusetts
$829K -$78.6K -184 -10%
LF
1839
LifeSteps Financial
California
$828K -$3.42K -8 -0.5%
LI
1840
Lafayette Investments
Maryland
$828K – – –
B
1841
Bensler
Washington
$827K -$10.2K -24 -1%
DI
1842
Diligent Investors
California
$826K -$1.2M -2,802 -62%
DIP
1843
Davis Investment Partners
North Carolina
$826K +$854 +2 +0.1%
MWP
1844
Meriwether Wealth & Planning
Louisiana
$821K -$40.1K -94 -5%
ODA
1845
One Degree Advisors
California
$821K +$26K +61 +4%
CSA
1846
Cornerstone Select Advisors
Missouri
$821K +$42.7K +100 +6%
PIA
1847
Perennial Investment Advisors
California
$821K +$8.54K +20 +1%
BWL
1848
Bogart Wealth LLC
Virginia
$820K -$103K -241 -12%
CCM
1849
Check Capital Management
California
$819K – – –
BIA
1850
Bigelow Investment Advisors
Maine
$818K +$19.6K +46 +3%
72 73
74
75 76