We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2751
Shakespeare Wealth Management
Wisconsin
$248K +$222K +520 New
BFS
2752
BridgePort Financial Solutions
Iowa
$248K +$222K +519 New
CWA
2753
CogentBlue Wealth Advisors
Tennessee
$247K +$221K +518 New
CA
2754
Claro Advisors
Massachusetts
$247K -$8.54K -20 -4%
VC
2755
Vestor Capital
Illinois
$247K -$23.2M -54,281 -99%
FI
2756
Financial Insights
Washington
$247K +$427 +1 +0.2%
IWA
2757
Inspirion Wealth Advisors
Illinois
$247K -$117K -273 -30%
CFO
2758
Custos Family Office
Texas
$247K +$221K +517 New
OPWM
2759
Oxinas Partners Wealth Management
Indiana
$247K +$221K +517 New
Kayne Anderson Rudnick Investment Management
2760
Kayne Anderson Rudnick Investment Management
California
$246K +$1.28K +3 +0.6%
DWG
2761
Darden Wealth Group
Michigan
$246K -$8.54K -20 -4%
SRC
2762
Sage Rhino Capital
California
$246K -$1.28K -3 -0.6%
FBT
2763
First Bank & Trust
South Dakota
$245K -$3.42K -8 -2%
RIG
2764
Renaissance Investment Group
Massachusetts
$245K -$21.3K -50 -9%
HBWM
2765
Hollow Brook Wealth Management
New York
$244K +$219K +512 New
OL
2766
Owen LaRue
Kentucky
$244K +$219K +512 New
SA
2767
Strategic Advocates
Utah
$244K +$218K +511 New
GWWM
2768
Great Waters Wealth Management
Minnesota
$243K +$218K +510 New
SNBOSD
2769
Security National Bank of So Dak
Iowa
$243K +$218K +510 New
AF
2770
Affiance Financial
Minnesota
$242K +$217K +508 New
ITB
2771
Idaho Trust Bank
Idaho
$242K +$216K +507 New
FSA
2772
Financial Security Advisor
Virginia
$242K +$216K +507 New
IWM
2773
IMG Wealth Management
Florida
$241K
OWM
2774
Orgel Wealth Management
Wisconsin
$241K +$216K +506 New
PRP
2775
Peak Retirement Planning
Ohio
$241K +$216K +505 New