We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2626
CGC Financial Services
Oregon
$42K – – –
TCM
2627
TruNorth Capital Management
Michigan
$41K +$29.1K +84 +215%
PA
2628
Pineridge Advisors
Missouri
$40K +$1.39K +4 +3%
DF
2629
Dunhill Financial
United Kingdom
$38.4K +$3.47K +10 +10%
PPC
2630
Park Place Capital
Alabama
$37.6K +$693 +2 +2%
PIS
2631
POM Investment Strategies
North Carolina
$37.6K +$37.4K +108 +2,160%
CMA
2632
Cedar Mountain Advisors
Oregon
$36.7K – – –
FC
2633
Fairscale Capital
New Hampshire
$35.7K +$34.3K +99 New
BAM
2634
Bellevue Asset Management
Washington
$35.4K – – –
SWA
2635
SOA Wealth Advisors
New York
$35.2K -$1.04K -3 -3%
WFA
2636
West Financial Advisors
Iowa
$34.3K – – –
QL
2637
Quarry LP
New York
$34.3K -$18K -52 -34%
EWP
2638
Elevation Wealth Partners
California
$33.8K -$10.4K -30 -23%
NCM
2639
Northwest Capital Management
Oregon
$33.8K – – –
TH
2640
TCTC Holdings
Texas
$33.3K – – –
TLCM
2641
Twin Lakes Capital Management
California
$33.3K – – –
DFC
2642
DB Fitzpatrick & Co
Idaho
$29.3K – – –
PWM
2643
Partnership Wealth Management
Maryland
$29.3K – – –
FCG
2644
Financial Connections Group
California
$28K +$30.2K +87 New
BFA
2645
BBJS Financial Advisors
Washington
$27.6K +$28.8K +83 New
EPW
2646
Evergreen Private Wealth
Colorado
$26.6K – – –
SFC
2647
Strategic Financial Concepts
Texas
$25.9K +$69.3M +199,948 +28,321%
LWA
2648
Lowe Wealth Advisors
Maryland
$25.3K – – –
MWM
2649
Mascoma Wealth Management
New Hampshire
$25K -$27.7K -80 -52%
AP
2650
Aspect Partners
Virginia
$25K -$3.47K -10 -12%
104 105
106
107 108