We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
2701
Shufro Rose & Co
New York
$265K
CWA
2702
Consilio Wealth Advisors
Washington
$265K +$237K +556 New
PWM
2703
Prentice Wealth Management
New York
$264K -$185K -433 -44%
AWM
2704
Ariadne Wealth Management
California
$264K +$203K +476 New
BDA
2705
Borer Denton & Associates
Pennsylvania
$264K
ODIJL
2706
One Day In July LLC
Vermont
$263K +$235K +551 New
FF
2707
Foronjy Financial
California
$263K -$89.7K -210 -28%
NFTC
2708
North Forty Two & Co
Oregon
$262K
SSI
2709
Scott & Selber Inc
Texas
$262K
WAM
2710
Wakefield Asset Management
Colorado
$262K
FGWP
2711
Founders Grove Wealth Partners
Virginia
$262K +$235K +550 New
FFG
2712
Floyd Financial Group
Missouri
$262K
PCM
2713
Prospera Capital Management
Arizona
$262K
EW
2714
Element Wealth
Mississippi
$261K +$427 +1 +0.2%
EC
2715
EdgeRock Capital
Colorado
$261K +$234K +547 New
HIIFS
2716
Harel Insurance Investments & Financial Services
Israel
$260K -$185K -434 -44%
CCM
2717
Cloud Capital Management
Washington
$260K +$233K +546 New
AWP
2718
Axis Wealth Partners
Rhode Island
$260K +$4.7K +11 +2%
EIA
2719
Edgemoor Investment Advisors
Maryland
$259K +$232K +543 New
FFG
2720
Fortress Financial Group
Minnesota
$258K +$854 +2 +0.4%
BCP
2721
Berkeley Capital Partners
Georgia
$258K +$231K +541 New
MAC
2722
Mason & Associates (California)
California
$258K +$231K +541 New
AT
2723
American Trust
Kentucky
$258K -$120K -280 -34%
BAS
2724
Breakthru Advisory Services
Wisconsin
$258K +$231K +540 New
HB
2725
Horizon Bancorp
Indiana
$257K +$108K +253 +89%