We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
2651
Lloyd Advisory Services
Georgia
– -$291K -1,065 Closed
NG
2652
Norden Group
Utah
– -$291K -1,065 Closed
CA
2653
Calton & Associates
Florida
– -$286K -1,047 Closed
I
2654
InceptionR
California
– -$280K -1,025 Closed
JF
2655
JSF Financial
California
– -$279K -1,022 Closed
QAM
2656
Q3 Asset Management
Michigan
– -$261K -958 Closed
Legacy Financial Group (Iowa)
2657
Legacy Financial Group (Iowa)
Iowa
– -$261K -956 Closed
CF
2658
Convergence Financial
Missouri
– -$260K -953 Closed
WRM
2659
Weybosset Research & Management
Rhode Island
– -$259K -950 Closed
SCG
2660
Sonata Capital Group
Washington
– -$250K -916 Closed
PI
2661
PFG Investments
New York
– -$236K -865 Closed
F4L
2662
Fortune 45 LLC
Louisiana
– -$226K -828 Closed
TA
2663
Trellis Advisors
Washington
– -$226K -828 Closed
SWP
2664
Strategic Wealth Partners
Ohio
– -$225K -825 Closed
KFGK
2665
Keystone Financial Group (Kentucky)
Kentucky
– -$221K -808 Closed
CF
2666
Clarity Financial
Texas
– -$216K -793 Closed
LC
2667
Lavaca Capital
Texas
– -$216K -790 Closed
Cohen & Steers
2668
Cohen & Steers
New York
– -$213K -781 Closed
VC
2669
Vicus Capital
Pennsylvania
– -$210K -771 Closed
LW
2670
Linscomb Wealth
Texas
– -$207K -758 Closed
TWP
2671
Total Wealth Planning
Ohio
– -$204K -748 Closed
HCM
2672
Hall Capital Management
Rhode Island
– -$203K -745 Closed
BS
2673
Bessemer Securities
New York
– -$174K -639 Closed
SFCL
2674
Strengthening Families & Communities LLC
Massachusetts
– -$137K -503 Closed
RTC
2675
Riverview Trust Company
Washington
– -$132K -485 Closed