We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
VCP
2476
Vista Capital Partners
Oregon
$545K +$233K +419 +79%
AIFAIM
2477
American Institute for Advanced Investment Management
Arizona
$545K +$10.6K +19 +2%
AFM
2478
Abbot Financial Management
Massachusetts
$544K
BRA
2479
Bender Robert & Associates
California
$544K -$41.7K -75 -7%
PWA
2480
Peterson Wealth Advisors
Utah
$542K +$59.5K +107 +13%
1832 Asset Management
2481
1832 Asset Management
Ontario, Canada
$541K -$140M -252,715 -100%
DQRIM
2482
Dale Q Rice Investment Management
Washington
$541K
SL
2483
Salomon & Ludwin
Virginia
$541K +$38.4K +69 +9%
RFA
2484
Reyes Financial Architecture
California
$538K -$188K -338 -26%
SSA
2485
South Street Advisors
New York
$538K +$55.6K +100 +12%
SLC
2486
Second Line Capital
Louisiana
$538K +$10.6K +19 +2%
MSFS
2487
Main Street Financial Solutions
Pennsylvania
$537K -$2.09M -3,758 -80%
TWA
2488
Tandem Wealth Advisors
Arizona
$537K +$63.9K +115 +14%
OAS
2489
Optivise Advisory Services
Tennessee
$536K +$183K +329 +54%
HWA
2490
HighRoad Wealth Advisors
Oregon
$536K +$520K +935 New
LCM
2491
Legato Capital Management
California
$535K +$519K +934 New
WI
2492
Wedgewood Investors
Pennsylvania
$534K
SEP
2493
Signature Equity Partners
Ohio
$534K +$518K +932 New
WWC
2494
Waypoint Wealth Counsel
Georgia
$534K +$35.6K +64 +7%
IWA
2495
Inspirion Wealth Advisors
Illinois
$534K +$167K +301 +48%
RA
2496
Rockingstone Advisors
Massachusetts
$534K -$13.3K -24 -3%
ST
2497
Sageworth Trust
Pennsylvania
$533K -$2.04M -3,667 -80%
SEP
2498
Southland Equity Partners
Missouri
$533K -$3.33K -6 -0.6%
FUBT
2499
First United Bank & Trust
Maryland
$533K -$2.78K -5 -0.5%
CWM
2500
Chemistry Wealth Management
New York
$531K +$5.56K +10 +1%