We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
R
2601
Rebalance
California
$482K +$33.3K +60 +8%
SFPG
2602
Stonebridge Financial Planning Group
Florida
$482K – – –
TWP
2603
Tower Wealth Partners
Pennsylvania
$481K -$139K -250 -23%
WCM
2604
WealthBridge Capital Management
Ohio
$481K – – –
WWM
2605
Walser Wealth Management
Florida
$481K +$466K +839 New
DWP
2606
Destiny Wealth Partners
Florida
$479K – – –
A
2607
Alongside
Texas
$479K +$465K +836 New
GFG
2608
Genesis Financial Group
New Jersey
$478K +$464K +835 New
RG
2609
RHL Group
Michigan
$478K +$464K +835 New
APW
2610
Axim Planning & Wealth
Ohio
$477K – – –
AIA
2611
AssuredPartners Investment Advisors
Florida
$476K +$4.45K +8 +1%
LGG
2612
Luts & Greenleigh Group
Maryland
$473K +$57.8K +104 +14%
JCM
2613
Jacobsen Capital Management
Utah
$471K -$7.78K -14 -2%
JTWM
2614
Jackson Thornton Wealth Management
Alabama
$471K +$90.6K +163 +27%
SRCM
2615
Signature Resources Capital Management
California
$471K -$48.4K -87 -10%
AWCI
2616
Alpine Woods Capital Investors
New York
$470K – – –
NIA
2617
NIA Impact Advisors
California
$470K +$94.5K +170 +26%
GD
2618
Grandfield & Dodd
New York
$470K +$73.9K +133 +19%
OL
2619
one8zero8 LLC
North Carolina
$469K +$111K +200 +32%
TWM
2620
TCFG Wealth Management
California
$469K -$107K -193 -19%
SWA
2621
SOA Wealth Advisors
New York
$468K +$10K +18 +2%
MA
2622
MBA Advisors
Pennsylvania
$468K – – –
MCM
2623
Maple Capital Management
Vermont
$468K +$28.3K +51 +7%
MAM
2624
Martingale Asset Management
Massachusetts
$467K -$244K -439 -35%
FFP
2625
Freedom Financial Partners
Minnesota
$466K +$556 +1 +0.1%
103 104
105
106 107