We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2826
Financial Perspectives
Minnesota
$459K – – –
PWA
2827
Phoenix Wealth Advisors
North Carolina
$459K – – –
CFP
2828
Cascade Financial Partners
California
$458K -$62.3K -90 -12%
RW
2829
Rede Wealth
Virginia
$458K – – –
SW
2830
Solidarity Wealth
Utah
$458K +$34.6K +50 +8%
WCP
2831
Wealthcare Capital Partners
Pennsylvania
$457K – – –
SI
2832
Saxon Interests
Texas
$457K -$1.36M -1,963 -75%
SWM
2833
Shrier Wealth Management
California
$456K +$83.8K +121 +23%
OC
2834
Optima Capital
Oregon
$454K +$1.39K +2 +0.3%
IA
2835
Invested Advisors
Pennsylvania
$454K +$18K +26 +4%
PGAM
2836
Princeton Global Asset Management
New Jersey
$453K +$1.39K +2 +0.3%
RWI
2837
Red Wave Investments
Pennsylvania
$451K -$6.23K -9 -1%
OFW
2838
Omnia Family Wealth
Florida
$451K -$159K -230 -27%
AWA
2839
Aletheian Wealth Advisors
Washington
$451K +$441K +636 New
LWA
2840
Lifelong Wealth Advisors
Minnesota
$450K +$693 +1 +0.2%
UW
2841
Unique Wealth
Florida
$450K +$27K +39 +7%
FWP
2842
Flatrock Wealth Partners
California
$449K +$21.5K +31 +5%
PMG
2843
Private Management Group
California
$448K -$36K -52 -8%
MWM
2844
Meritas Wealth Management
California
$448K – – –
HFS
2845
Howard Financial Services
Texas
$447K +$51.3K +74 +13%
UPS
2846
UHLMANN PRICE SECURITIES
Illinois
$447K +$13.2K +19 +3%
NLWP
2847
Next Level Wealth Planning
Idaho
$446K – – –
TFS
2848
Targeted Financial Services
Florida
$446K +$69.3K +100 +19%
HFRG
2849
Houlihan Financial Resource Group
Virginia
$446K – – –
COFSG
2850
Carbahal Olsen Financial Services Group
California
$445K -$1.39K -2 -0.3%
112 113
114
115 116