We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCI
2676
MRP Capital Investments
Georgia
$563K -$76.2K -110 -12%
AGC
2677
Aspen Grove Capital
Colorado
$563K – – –
MWM
2678
MinichMacGregor Wealth Management
New York
$561K +$253K +366 +86%
SHFP
2679
Second Half Financial Partners
Florida
$560K +$13.9K +20 +3%
BFG
2680
Beto Financial Group
Idaho
$559K +$2.77K +4 +0.6%
AF
2681
Aldebaran Financial
$558K +$20.8K +30 +4%
DI
2682
Disciplined Investments
Oklahoma
$558K – – –
GA
2683
Greenspring Advisors
Maryland
$555K +$542K +783 New
TSS
2684
Taylor Securities Services
Pennsylvania
$554K – – –
R
2685
Rebalance
California
$553K -$41.6K -60 -7%
WWC
2686
Waypoint Wealth Counsel
Georgia
$553K -$105K -151 -16%
CRI
2687
Colonial River Investments
Virginia
$553K -$458K -661 -46%
DFP
2688
Donalies Financial Planning
District of Columbia
$553K +$72.7K +105 +16%
CTI
2689
Community Trust & Investment
Kentucky
$553K – – –
RBC
2690
Roble Belko & Company
Pennsylvania
$552K -$77.6K -112 -13%
SSCA
2691
South Shore Capital Advisors
Massachusetts
$552K -$10.4K -15 -2%
WF
2692
WealthPoint Financial
North Carolina
$551K +$100K +145 +23%
NWA
2693
New World Advisors
Massachusetts
$551K -$45K -65 -8%
JCM
2694
Jacobsen Capital Management
Utah
$551K -$31.2K -45 -5%
RWP
2695
Revolve Wealth Partners
New Jersey
$551K +$66.5K +96 +14%
BSSFA
2696
Baron Silver Stevens Financial Advisors
Florida
$550K -$20.1K -29 -4%
MLFP
2697
MPS Loria Financial Planners
Illinois
$549K +$693 +1 +0.1%
PFW
2698
Petros Family Wealth
Minnesota
$548K -$380K -548 -41%
VCM
2699
Vision Capital Management
Oregon
$548K – – –
TWA
2700
Tulsa Wealth Advisors
Oklahoma
$547K -$560K -808 -51%
106 107
108
109 110