We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MAMU
2626
Myriad Asset Management US
Florida
$858K -$177K -202 -20%
AWA
2627
Acumen Wealth Advisors
Tennessee
$857K -$155K -176 -18%
MVA
2628
Mount Vernon Associates
Maryland
$852K
IFU
2629
iSAM Funds (UK)
United Kingdom
$852K +$292K +332 +71%
CCFCSB
2630
Cape Cod Five Cents Savings Bank
Massachusetts
$851K +$702K +799 New
EFP
2631
Elser Financial Planning
Indiana
$850K -$423K -481 -38%
DBRC
2632
D.B. Root & Company
Pennsylvania
$850K -$28.1K -32 -4%
TIA
2633
TCFG Investment Advisors
California
$850K -$10.5K -12 -1%
TC
2634
Trilogy Capital
California
$848K +$45.7K +52 +7%
WI
2635
WBI Investments
New Jersey
$848K +$699K +796 New
MAM
2636
MMA Asset Management
Pennsylvania
$847K -$51K -58 -7%
AGC
2637
Aspen Grove Capital
Colorado
$847K
TFS
2638
Targeted Financial Services
Florida
$847K +$145K +165 +26%
BSSFA
2639
Baron Silver Stevens Financial Advisors
Florida
$846K +$14.9K +17 +2%
RFA
2640
Reyes Financial Architecture
California
$842K -$43.9K -50 -6%
JCM
2641
Jacobsen Capital Management
Utah
$842K +$11.4K +13 +2%
CWA
2642
Canvas Wealth Advisors
Kansas
$841K -$129K -147 -16%
DI
2643
Disciplined Investments
Oklahoma
$839K +$878 +1 +0.1%
EFH
2644
Eaton Financial Holdings
Florida
$838K -$198K -225 -22%
FCM
2645
Fieldview Capital Management
Michigan
$838K +$691K +787 New
HFS
2646
Horizon Financial Services
North Carolina
$837K +$666K +758 +2,707%
TSS
2647
Taylor Securities Services
Pennsylvania
$836K +$2.63K +3 +0.4%
EWA
2648
Encompass Wealth Advisors
Oregon
$836K +$26.4K +30 +4%
DWM
2649
DecisionMap Wealth Management
Virginia
$836K -$9.66K -11 -1%
PI
2650
Pettee Investors
Connecticut
$834K