We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1876
Gould Asset Management
California
$583K – – –
OPPS
1877
Obsidian Personal Planning Solutions
Maryland
$582K -$59.4K -172 -10%
ACM
1878
Andina Capital Management
Utah
$582K +$53.9K +156 +12%
RA
1879
Rise Advisors
New York
$582K +$14.8K +43 +3%
SCA
1880
Sandy Cove Advisors
Massachusetts
$580K +$16.9K +49 +3%
GBT
1881
Grove Bank & Trust
Florida
$580K -$14.8K -43 -3%
SPL
1882
Smart Portfolios LLC
Washington
$579K +$5.53K +16 +1%
LCM
1883
Leisure Capital Management
California
$578K +$23.1K +67 +5%
CH
1884
Cromwell Holdings
Wyoming
$577K – – –
ICM
1885
IMS Capital Management
Oregon
$577K – – –
APW
1886
Acima Private Wealth
Virginia
$576K – – –
TTWM
1887
TCV Trust & Wealth Management
Virginia
$576K -$31.1K -90 -6%
CPC
1888
Congress Park Capital
New York
$575K – – –
HC
1889
Hara Capital
Washington
$573K – – –
DIP
1890
Davis Investment Partners
North Carolina
$570K -$2.76K -8 -0.5%
SWA
1891
SFMG Wealth Advisors
Texas
$570K +$17.6K +51 +4%
WGC
1892
Watts Gwilliam & Co
Arizona
$570K +$507K +1,469 New
FHB
1893
First Hawaiian Bank
Hawaii
$569K +$271K +784 +117%
HCP
1894
Hardin Capital Partners
South Carolina
$569K -$5.53K -16 -1%
ACM
1895
AlphaStar Capital Management
North Carolina
$569K +$130K +376 +35%
LI
1896
Lafayette Investments
Maryland
$567K – – –
TVAMP
1897
Tennessee Valley Asset Management Partners
Tennessee
$567K -$102K -295 -17%
NFG
1898
Nadler Financial Group
Illinois
$566K – – –
WDA
1899
Wendell David Associates
New Hampshire
$564K – – –
CW
1900
Channel Wealth
California
$564K – – –