We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2826
Morton Capital Management
California
$687K -$33.4K -38 -6%
CFS
2827
Cannon Financial Strategists
Georgia
$687K +$567K +645 New
OC
2828
Optima Capital
Oregon
$685K +$1.76K +2 +0.3%
GP
2829
GLR Partners
Maryland
$684K -$7.91K -9 -1%
LWA
2830
LifeGoal Wealth Advisors
New York
$684K +$56.2K +64 +11%
FC
2831
Fjell Capital
North Dakota
$683K +$175K +199 +45%
SFC
2832
Strategic Financial Concepts
Texas
$682K +$60.6K +69 +12%
SHFG
2833
S Harris Financial Group
Texas
$682K -$35.1K -40 -6%
VCM
2834
Virtue Capital Management
Tennessee
$679K -$591K -673 -51%
GSWA
2835
Good Steward Wealth Advisors
Tennessee
$676K -$235K -267 -30%
OIS
2836
OneAscent Investment Solutions
Alabama
$676K +$48.3K +55 +9%
LWMI
2837
Landmark Wealth Management (Illinois)
Illinois
$674K +$117K +133 +27%
SFG
2838
Sather Financial Group
Texas
$674K +$556K +633 New
HP
2839
Hilltop Partners
Indiana
$674K +$36.9K +42 +7%
MWM
2840
Meritas Wealth Management
California
$673K – – –
SP
2841
Saranac Partners
$673K +$555K +632 New
BCMLT
2842
Beacon Capital Management LLC (Tennessee)
Tennessee
$672K -$29.9K -34 -5%
CFP
2843
Cascade Financial Partners
California
$672K -$14.1K -16 -2%
OFW
2844
Omnia Family Wealth
Florida
$672K -$4.39K -5 -0.8%
NLWP
2845
Next Level Wealth Planning
Idaho
$671K – – –
DC
2846
Dorval Corp
Minnesota
$671K +$114K +130 +26%
HFRG
2847
Houlihan Financial Resource Group
Virginia
$670K – – –
UPS
2848
UHLMANN PRICE SECURITIES
Illinois
$670K -$1.76K -2 -0.3%
PC
2849
Permanens Capital
New York
$669K +$552K +628 New
TCM
2850
Traub Capital Management
Massachusetts
$668K -$79.1K -90 -13%
112 113
114
115 116