We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1851
Perpetual Ltd
Australia
$561K – – –
CSA
1852
Cornerstone Select Advisors
Missouri
$561K +$2.14K +6 +0.4%
SCM
1853
Semanteon Capital Management
Massachusetts
$560K +$605K +1,698 New
SIA
1854
Strategic Investment Advisors
Michigan
$559K -$915K -2,568 -60%
OFP
1855
OFC Financial Planning
New Jersey
$559K – – –
YIA
1856
YHB Investment Advisors
Connecticut
$558K +$9.26K +26 +2%
AIM
1857
Athena Investment Management
California
$555K -$8.9K -25 -1%
RZH
1858
Relyea Zuckerberg Hanson
Connecticut
$555K -$2.49K -7 -0.4%
AWP
1859
Abacus Wealth Partners
California
$554K -$22.4K -63 -4%
SEIA
1860
Signature Estate & Investment Advisors
California
$554K +$15.7K +44 +3%
KWM
1861
Kaydan Wealth Management
Michigan
$553K – – –
HTIM
1862
Harbour Trust & Investment Management
Indiana
$552K -$49.5K -139 -8%
SWP
1863
Summit Wealth Partners
Florida
$552K – – –
OWM
1864
OneAscent Wealth Management
Alabama
$552K -$34.6K -97 -5%
PP
1865
Pacifica Partners
Canada
$551K – – –
CLP
1866
Charis Legacy Partners
Texas
$551K – – –
RIP
1867
Reliant Investment Partners
North Carolina
$551K – – –
SFO
1868
Stokes Family Office
Louisiana
$550K +$17.8K +50 +3%
HCM
1869
Hilton Capital Management
New York
$548K -$1.82M -5,120 -75%
WFI
1870
West Family Investments
California
$548K -$6.41K -18 -1%
DI
1871
Disciplined Investors
Texas
$548K +$356 +1 +0.1%
RCA
1872
Ranch Capital Advisors
Florida
$547K +$712 +2 +0.1%
SPF
1873
South Plains Financial
Texas
$547K -$712 -2 -0.1%
USB
1874
Union Savings Bank
Connecticut
$546K – – –
GAM
1875
Gould Asset Management
California
$546K – – –
73 74
75
76 77