We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
2876
Granite Harbor Advisors
Texas
$430K -$11.1K -16 -3%
MAP
2877
Moody Aldrich Partners
Massachusetts
$430K +$119K +172 +40%
KFA
2878
Kapstone Financial Advisors
Ohio
$430K +$420K +607 New
UAM
2879
Unison Asset Management
Florida
$429K – – –
BWM
2880
Bernicke Wealth Management
Wisconsin
$428K +$418K +604 New
JE
2881
JMAC Enterprises
Pennsylvania
$428K – – –
AU
2882
AlphaGrep UK
$427K -$168K -243 -29%
RYIA
2883
Roehl & Yi Investment Advisors
Oregon
$426K -$8.31K -12 -2%
CCWM
2884
Correct Capital Wealth Management
Missouri
$426K +$28.4K +41 +7%
B
2885
Bedminster
South Carolina
$425K – – –
BRWM
2886
Blue Rock Wealth Management
North Carolina
$425K – – –
TWM
2887
Tolleson Wealth Management
Texas
$425K – – –
RWA
2888
Reicon Wealth Advisors
Georgia
$425K +$416K +600 New
PFM
2889
Phillips Financial Management
Indiana
$424K -$92.1K -133 -18%
TWM
2890
TSA Wealth Management
Texas
$423K +$413K +597 New
NRW
2891
Nova R Wealth
Kansas
$422K +$9K +13 +2%
LWA
2892
LifeGoal Wealth Advisors
New York
$422K +$693 +1 +0.2%
AIA
2893
Alternative Investment Advisors
Florida
$422K +$22.2K +32 +6%
SP
2894
Symmetry Partners
Connecticut
$422K +$11.1K +16 +3%
PRP
2895
Peak Retirement Planning
Ohio
$421K +$63K +91 +18%
MSG
2896
Main Street Group
Virginia
$420K +$2.77K +4 +0.7%
CVM
2897
Cheviot Value Management
California
$420K – – –
FFO
2898
Fortitude Family Office
Arizona
$419K +$143K +207 +54%
TFA
2899
TrustWell Financial Advisors
Florida
$419K -$409K -590 -50%
FMTC
2900
Farmers & Merchants Trust Company
California
$419K +$81K +117 +25%
114 115
116
117 118