We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DW30
2576
Drucker Wealth 3.0
New Jersey
$490K +$103K +185 +28%
SWA
2577
Strategies Wealth Advisors
Michigan
$489K -$438K -788 -48%
SPAS
2578
Spectrum Planning & Advisory Services
California
$489K -$1.67K -3 -0.4%
WRPWM
2579
Werba Rubin Papier Wealth Management
California
$489K +$111K +200 +31%
BWM
2580
BlackDiamond Wealth Management
New York
$489K +$2.22K +4 +0.6%
PWM
2581
Partners Wealth Management
California
$488K -$13.9K -25 -3%
DDC
2582
DF Dent & Co
Maryland
$488K +$51.1K +92 +12%
TIM
2583
Tortoise Investment Management
New York
$488K +$2.22K +4 +0.5%
CAM
2584
Concorde Asset Management
Michigan
$487K -$37.2K -67 -7%
FC
2585
Financial Council
Maryland
$487K -$7.22K -13 -2%
MPIA
2586
Milestones Private Investment Advisors
New York
$487K – – –
EA
2587
Eclectic Associates
California
$486K -$1.67K -3 -0.4%
PCM
2588
Prelude Capital Management
New York
$486K +$471K +848 New
MEAC
2589
M.E. Allison & Co
Texas
$485K – – –
AU
2590
AlphaGrep UK
$485K +$470K +846 New
BWP
2591
Burling Wealth Partners
Illinois
$484K -$13.9K -25 -3%
HP
2592
Holistic Planning
Texas
$484K +$204K +367 +77%
MCM
2593
M1 Capital Management
Michigan
$484K – – –
NWA
2594
New World Advisors
Massachusetts
$483K +$50.6K +91 +12%
TA
2595
TrueWealth Advisors
Alabama
$483K +$17.2K +31 +4%
SSC
2596
Syverson Strege & Co
Iowa
$482K +$25K +45 +6%
AI
2597
AdvisorShares Investments
Maryland
$482K -$116K -209 -20%
R
2598
Rebalance
California
$482K +$33.3K +60 +8%
SFPG
2599
Stonebridge Financial Planning Group
Florida
$482K – – –
TWP
2600
Tower Wealth Partners
Pennsylvania
$481K -$139K -250 -23%
102 103
104
105 106