CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HTIM
1901
Harbour Trust & Investment Management
Indiana
$773K -$23.5K -55 -3%
ARG
1902
Advisory Resource Group
Oklahoma
$773K +$854 +2 +0.1%
GWM
1903
Gibbs Wealth Management
Georgia
$772K -$446K -1,044 -39%
WC
1904
Woodstock Corp
Massachusetts
$772K -$29.9K -70 -4%
JWM
1905
Jeppson Wealth Management
California
$772K – – –
DWM
1906
Diversify Wealth Management
Utah
$771K -$104K -244 -15%
RZH
1907
Relyea Zuckerberg Hanson
Connecticut
$770K -$7.68K -18 -1%
VBFG
1908
Vishria Bird Financial Group
Tennessee
$768K +$854 +2 +0.1%
BEAM
1909
Baker Ellis Asset Management
Washington
$767K +$4.7K +11 +0.7%
TCG
1910
Transcendent Capital Group
Oklahoma
$765K +$11.1K +26 +2%
CHA
1911
Cooper/Haims Advisors
New York
$764K – – –
CS
1912
Capital Square
Tennessee
$764K -$22.6K -53 -3%
AAF
1913
Andra AP-fonden
Sweden
$763K -$1.54M -3,600 -69%
MCP
1914
Militia Capital Partners
Nevada
$763K – – –
PPA
1915
Pacific Point Advisors
California
$763K – – –
PWP
1916
Pursue Wealth Partners
California
$763K – – –
WMG
1917
WESCAP Management Group
California
$763K – – –
MHR
1918
Matthew Hamilton Rosenberg
$763K +$20.9K +49 +3%
EGWAG
1919
Elwood & Goetz Wealth Advisory Group
Georgia
$762K +$83.7K +196 +14%
UAG
1920
United Advisor Group
Ohio
$762K +$294K +688 +76%
RMAM
1921
Raab & Moskowitz Asset Management
New Jersey
$761K -$64.5K -151 -9%
CA
1922
Crewe Advisors
Utah
$761K +$681K +1,595 New
WA
1923
WealthTrust Axiom
Pennsylvania
$761K – – –
WWMSC
1924
Wagner Wealth Management (South Carolina)
South Carolina
$761K -$8.96K -21 -1%
PBK
1925
Peoples Bank (Kansas)
Kansas
$760K -$4.27K -10 -0.6%