CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1876
Hilton Capital Management
New York
$794K – – –
RCA
1877
Ranch Capital Advisors
Florida
$793K +$427 +1 +0.1%
SFO
1878
Stokes Family Office
Louisiana
$792K +$6.83K +16 +1%
LC
1879
LCNB Corp
Ohio
$792K +$20.1K +47 +3%
TWM
1880
Tripletail Wealth Management
Florida
$791K +$10.7K +25 +2%
PL
1881
Perpetual Ltd
Australia
$791K +$152K +357 +27%
GAG
1882
GM Advisory Group
New York
$789K +$149K +350 +27%
RDWM
1883
Red Door Wealth Management
Tennessee
$788K +$1.28K +3 +0.2%
AP
1884
Appleton Partners
Massachusetts
$788K -$14.9K -35 -2%
WP
1885
WealthPLAN Partners
Nebraska
$788K +$234K +549 +50%
ESBC
1886
E.S. Barr & Co
Kentucky
$787K -$10.7K -25 -1%
CNB
1887
Camden National Bank
Maine
$786K +$20.1K +47 +3%
LA
1888
LVW Advisors
New York
$784K +$45.3K +106 +7%
KWM
1889
Kaydan Wealth Management
Michigan
$784K – – –
RWA
1890
Redhawk Wealth Advisors
Minnesota
$784K -$8.54K -20 -1%
SWA
1891
Strategies Wealth Advisors
Michigan
$784K +$328K +768 +88%
SCA
1892
Stonebridge Capital Advisors
Minnesota
$782K -$21.3K -50 -3%
LSWP
1893
Liberty Square Wealth Partners
Pennsylvania
$781K – – –
CB
1894
Cadence Bank
Mississippi
$780K -$182K -427 -21%
FFG
1895
Frisch Financial Group
New York
$779K +$2.56K +6 +0.4%
QC
1896
Quent Capital
New York
$778K +$16.6K +39 +2%
GAM
1897
Gould Asset Management
California
$775K – – –
APA
1898
Astoria Portfolio Advisors
New York
$775K -$689K -1,615 -51%
VAG
1899
VisionPoint Advisory Group
Texas
$774K +$19.6K +46 +3%
DA
1900
Denali Advisors
California
$773K -$491K -1,150 -42%