CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GAG
1851
GM Advisory Group
New York
$1.13M +$178K +321 +19%
PFGIA
1852
Patriot Financial Group Insurance Agency
Massachusetts
$1.13M +$132K +238 +14%
WI
1853
WrapManager Inc
California
$1.13M -$257K -463 -19%
FPW
1854
Fairvoy Private Wealth
Alabama
$1.13M -$47.8K -86 -4%
PG
1855
Patten Group
Tennessee
$1.12M +$1.11K +2 +0.1%
BFC
1856
Bedel Financial Consulting
Indiana
$1.12M +$5K +9 +0.5%
3IP
1857
3Chopt Investment Partners
Virginia
$1.12M -$15K -27 -1%
WMA
1858
West Michigan Advisors
Michigan
$1.12M -$137K -246 -11%
BCG
1859
Breakwater Capital Group
New Jersey
$1.12M -$17.8K -32 -2%
ZIG
1860
Zullo Investment Group
Pennsylvania
$1.12M -$81.7K -147 -7%
RWMG
1861
Redwood Wealth Management Group
New Jersey
$1.12M +$13.3K +24 +1%
SFS
1862
Summit Financial Strategies
Ohio
$1.12M +$57.8K +104 +6%
PMWMG
1863
Parr McKnight Wealth Management Group
Minnesota
$1.12M -$26.1K -47 -2%
RL
1864
Retireful LLC
Michigan
$1.11M +$1.07M +1,931 New
TFO
1865
Tarbox Family Office
California
$1.11M -$71.7K -129 -6%
ABTD
1866
Arvest Bank Trust Division
Oklahoma
$1.11M +$142K +255 +15%
MWM
1867
Maridea Wealth Management
New York
$1.11M +$837K +1,506 +343%
SWM
1868
Sterling Wealth Management
Illinois
$1.11M – – –
KA
1869
Kozak & Associates
Colorado
$1.11M +$55K +99 +6%
FBB
1870
Fulton Breakefield Broenniman
Maryland
$1.11M -$13.9K -25 -1%
Financial Engines Advisors
1871
Financial Engines Advisors
California
$1.11M -$133K -240 -11%
DG
1872
DMC Group
Alabama
$1.11M -$14.5K -26 -1%
BFA
1873
Beaumont Financial Advisors
Massachusetts
$1.11M +$5K +9 +0.5%
KPWG
1874
KFA Private Wealth Group
Virginia
$1.1M -$556 -1 -0.1%
HGWM
1875
Horst & Graben Wealth Management
Oregon
$1.1M +$2.22K +4 +0.2%