We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2751
Concorde Asset Management
Michigan
$756K +$22K +25 +4%
DS
2752
DRW Securities
Illinois
$755K -$2.67M -3,035 -81%
GA
2753
Greenspring Advisors
Maryland
$754K -$65.9K -75 -10%
CWL
2754
Causey Wealth LLC
Colorado
$753K – – –
GAM
2755
Gemmer Asset Management
California
$752K +$5.27K +6 +0.9%
SWM
2756
SilverOak Wealth Management
Minnesota
$750K – – –
CCG
2757
Chatham Capital Group
Georgia
$750K – – –
SFG
2758
Seamount Financial Group
Colorado
$749K – – –
SBWIC
2759
Schaper Benz & Wise Investment Counsel
Wisconsin
$749K -$2.63K -3 -0.4%
EWA
2760
Eagle Wealth Advisors
Connecticut
$748K +$31.6K +36 +5%
PWP
2761
Phillips Wealth Planners
Mississippi
$747K -$14.1K -16 -2%
SIC
2762
Sterling Investment Counsel
New York
$747K -$52.7K -60 -8%
RRA
2763
Red Reef Advisors
Florida
$745K +$12.3K +14 +2%
AI
2764
AXS Investments
New York
$744K -$180K -205 -23%
TWA
2765
Tandem Wealth Advisors
Arizona
$739K +$18.4K +21 +3%
AIMA
2766
Ables Iannone Moore & Associates
Georgia
$738K +$608K +692 New
KFI
2767
Key Financial Inc
Pennsylvania
$733K -$1.76M -2,001 -74%
NEWAS
2768
N.E.W. Advisory Services
Wisconsin
$731K -$307K -349 -34%
MA
2769
MBA Advisors
Pennsylvania
$730K -$63.3K -72 -9%
GFL
2770
Granite FO LLC
New Hampshire
$729K – – –
PTB
2771
Pioneer Trust Bank
Oregon
$727K – – –
UW
2772
Unique Wealth
Florida
$727K +$42.2K +48 +8%
JWM
2773
Jessup Wealth Management
Ohio
$726K -$3.51K -4 -0.6%
CNWM
2774
Clay Northam Wealth Management
California
$725K – – –
DWM
2775
Dynasty Wealth Management
Florida
$725K +$288K +328 +93%
109 110
111
112 113