We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
2801
HighMark Wealth Management
Minnesota
$128K
FWM
2802
FSA Wealth Management
Massachusetts
$127K -$53.9K -139 -28%
VIA
2803
Virtus Investment Advisers
Connecticut
$127K -$101K -260 -43%
CFFP
2804
Center for Financial Planning
Michigan
$127K
Kayne Anderson Rudnick Investment Management
2805
Kayne Anderson Rudnick Investment Management
California
$126K +$72.5K +187 +118%
EBA
2806
Eagle Bay Advisors
New York
$125K -$48.5K -125 -27%
FW
2807
Fairway Wealth
Ohio
$124K +$133K +342 New
CWP
2808
Clark Wealth Partners
Illinois
$121K +$129K +333 New
SO
2809
Sierra Ocean
California
$117K +$125K +323 New
CWC
2810
Carolinas Wealth Consulting
North Carolina
$116K -$2.33K -6 -2%
FFWM
2811
Future Financial Wealth Management
Ohio
$116K
PFA
2812
Pathway Financial Advisers
Indiana
$116K -$48.1M -124,051 -100%
SIS
2813
Strategic Investment Solutions
Illinois
$115K +$18.6K +48 +15%
KI
2814
Kapitalo Investimentos
Brazil
$115K -$105K -272 -46%
GK
2815
Graney & King
New York
$112K +$119K +308 New
AWM
2816
Atticus Wealth Management
Florida
$111K -$1.55K -4 -1%
CMP
2817
Coston McIsaac & Partners
Maine
$111K -$11.2K -29 -9%
WCM
2818
Winthrop Capital Management
Indiana
$110K +$118K +304 New
BL
2819
BFSG LLC
California
$110K -$5.43K -14 -4%
EPIME
2820
Evelyn Partners Investment Management (Europe)
$109K +$116K +300 New
SIM
2821
Synergy Investment Management
Florida
$109K +$116K +300 New
GWSA
2822
Global Wealth Strategies & Associates
Colorado
$108K +$52K +134 +82%
MBFW
2823
Morton Brown Family Wealth
Pennsylvania
$105K
DWM
2824
Darwin Wealth Management
Florida
$105K -$62.4K -161 -36%
PFG
2825
Putney Financial Group
California
$101K +$108K +278 New