We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HP
2476
Hartree Partners
New York
$708K +$693K +1,000 New
MSWM
2477
Master's Wealth Management
Pennsylvania
$708K -$24.9K -36 -3%
EFG
2478
Embree Financial Group
Illinois
$706K +$90.7K +131 +15%
RCP
2479
Rothschild Capital Partners
New York
$704K +$244K +352 +55%
CWA
2480
Clarity Wealth Advisors
California
$704K -$40.2K -58 -6%
Axa
2481
Axa
France
$704K – – –
HFP
2482
Holistic Financial Partners
Indiana
$702K +$12.5K +18 +2%
RSVP
2483
Ramsay Stattman Vela & Price
Colorado
$701K -$27.7K -40 -4%
FFC
2484
First Financial Corp
Indiana
$699K -$14.5K -21 -2%
CWM
2485
Capstone Wealth Management
Montana
$699K – – –
BPW
2486
Bingham Private Wealth
California
$699K +$15.2K +22 +2%
MCM
2487
Manchester Capital Management
Vermont
$698K -$52.6K -76 -7%
PI
2488
Pettee Investors
Connecticut
$697K – – –
LA
2489
Legacy Advisors
Pennsylvania
$696K +$4.85K +7 +0.7%
MM
2490
Mozayyx Management
Texas
$696K +$680K +982 New
AWA
2491
Acumen Wealth Advisors
Tennessee
$695K – – –
CFG
2492
Capital Financial Group
Colorado
$695K – – –
MWP
2493
Meredith Wealth Planning
Illinois
$694K – – –
KLWA
2494
Kelly Lawrence W & Associates
California
$694K – – –
FI
2495
Fosun International
China
$693K +$677K +978 New
DCU
2496
Dara Capital US
Florida
$693K +$13.9K +20 +2%
RIM
2497
RW Investment Management
Idaho
$693K +$677K +978 New
CVA
2498
Central Valley Advisors
California
$692K -$1.39K -2 -0.2%
GWM
2499
Glass Wealth Management
Texas
$692K +$417K +602 +161%
CA
2500
COFG Advisors
Illinois
$691K -$22.9K -33 -3%