We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2151
Avity Investment Management
Connecticut
$793K – – –
MCA
2152
Magnolia Capital Advisors
Mississippi
$793K +$177K +318 +30%
JC
2153
JB Capital
Connecticut
$793K -$2.22K -4 -0.3%
NLP
2154
Next Level Private
New York
$792K -$4.45K -8 -0.6%
HIM
2155
Hanlon Investment Management
New Jersey
$792K +$61.7K +111 +9%
EAN
2156
Excelsior Advisor Network
Colorado
$791K +$768K +1,381 New
V
2157
VeraBank
Texas
$789K +$23.3K +42 +3%
CAWM
2158
Capital Advisors Wealth Management
Washington
$789K +$556 +1 +0.1%
CWMK
2159
Caliber Wealth Management (Kansas)
Kansas
$787K +$452K +814 +145%
PBK
2160
Peoples Bank (Kansas)
Kansas
$787K -$122K -220 -14%
TWM
2161
Tumwater Wealth Management
Idaho
$785K – – –
MFP
2162
Meridian Financial Partners
Virginia
$784K +$6.11K +11 +0.9%
CFC
2163
Coyle Financial Counsel
Illinois
$784K +$7.22K +13 +1%
SPL
2164
Smart Portfolios LLC
Washington
$783K -$44.5K -80 -6%
5NPW
2165
55 North Private Wealth
Florida
$783K +$759K +1,366 New
WWMP
2166
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$780K +$756K +1,361 New
FPF
2167
First Pacific Financial
Washington
$778K +$2.22K +4 +0.3%
GPWM
2168
Grant Private Wealth Management
California
$777K -$26.7K -48 -3%
MCM
2169
Mengis Capital Management
Oregon
$777K -$16.7K -30 -2%
CCP
2170
Cane Capital Partners
Louisiana
$775K +$752K +1,353 New
TSS
2171
Thomas Story & Son
Indiana
$773K – – –
CFAM
2172
Center For Asset Management
Florida
$773K -$83.4K -150 -10%
WFAG
2173
Wescott Financial Advisory Group
Pennsylvania
$772K +$266K +478 +55%
VW
2174
Vantus Wealth
Pennsylvania
$771K +$748K +1,346 New
MWM
2175
Meadowbrook Wealth Management
New York
$771K +$97.3K +175 +15%
85 86
87
88 89