We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2701
Seeds Investor
New York
$421K +$150K +269 +58%
PCMM
2702
Piedmont Capital Management (Montana)
Montana
$419K – – –
JWM
2703
JGP Wealth Management
Oregon
$419K +$69.5K +125 +21%
PFM
2704
Phillips Financial Management
Indiana
$419K -$51.7K -93 -11%
WFA
2705
Websterrogers Financial Advisors
South Carolina
$418K – – –
MFS
2706
Miller Financial Services
Michigan
$417K -$247K -445 -38%
PSP
2707
Principal Street Partners
Tennessee
$416K -$106K -191 -21%
EPM
2708
Elm Partners Management
Pennsylvania
$414K +$16.7K +30 +4%
CWL
2709
Causey Wealth LLC
Colorado
$412K +$5K +9 +1%
CG
2710
Clarus Group
Texas
$412K +$556 +1 +0.1%
AGA
2711
Accuvest Global Advisors
Utah
$412K +$400K +719 New
MA
2712
MKT Advisors
California
$411K +$556 +1 +0.1%
TCM
2713
Traub Capital Management
Massachusetts
$411K -$5.56K -10 -1%
SHF
2714
Safe Harbor Fiduciary
Florida
$411K +$399K +717 New
CWMGO
2715
Capstone Wealth Management Group (Oregon)
Oregon
$411K +$6.11K +11 +2%
GP
2716
Geneva Partners
Wisconsin
$410K +$5K +9 +1%
SFS
2717
Strategic Financial Services
New York
$409K – – –
S
2718
SharpePoint
Arizona
$408K +$396K +712 New
LTAS
2719
Linden Thomas Advisory Services
North Carolina
$407K +$11.1K +20 +3%
4A
2720
4Wealth Advisors
Illinois
$407K -$1.11K -2 -0.3%
BCP
2721
Berkeley Capital Partners
Georgia
$407K +$93.9K +169 +31%
BWFA
2722
Baltimore-Washington Financial Advisors
Maryland
$406K +$6.11K +11 +2%
PCP
2723
Proficio Capital Partners
Massachusetts
$406K -$36.7K -66 -9%
SBWIC
2724
Schaper Benz & Wise Investment Counsel
Wisconsin
$405K +$1.11K +2 +0.3%
PWM
2725
Penobscot Wealth Management
Maine
$404K +$556 +1 +0.1%
107 108
109
110 111