We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PRP
2901
Peak Retirement Planning
Ohio
$421K +$63K +91 +18%
MSG
2902
Main Street Group
Virginia
$420K +$2.77K +4 +0.7%
CVM
2903
Cheviot Value Management
California
$420K – – –
FFO
2904
Fortitude Family Office
Arizona
$419K +$143K +207 +54%
TFA
2905
TrustWell Financial Advisors
Florida
$419K -$409K -590 -50%
FMTC
2906
Farmers & Merchants Trust Company
California
$419K +$81K +117 +25%
HP
2907
Hilltop Partners
Indiana
$418K – – –
NCG
2908
Newport Capital Group
New Jersey
$418K +$107K +154 +35%
FPTW
2909
Franklin, Parlapiano, Turner & Welch
Texas
$418K – – –
VIP
2910
Value Investment Professionals
New York
$417K +$693 +1 +0.2%
FBFS
2911
First Business Financial Services
Wisconsin
$417K -$57.5K -83 -12%
KFS
2912
Krane Financial Solutions
California
$416K +$407K +587 New
CCM
2913
Colorado Capital Management
Colorado
$416K – – –
IIA
2914
Integral Investment Advisors
California
$416K – – –
QL
2915
Quarry LP
New York
$416K -$582K -841 -59%
BW
2916
Blalock Williams
Alabama
$415K +$9.7K +14 +2%
DWM
2917
DKM Wealth Management
California
$414K – – –
ACM
2918
Aspen Capital Management
Idaho
$414K – – –
NDBT
2919
North Dallas Bank & Trust
Texas
$413K -$17.3K -25 -4%
GIP
2920
Greatmark Investment Partners
Georgia
$413K – – –
HCS
2921
Himension Capital (Singapore)
Singapore
$412K +$403K +582 New
SFC
2922
Strategic Financial Concepts
Texas
$411K +$395K +571 New
OIS
2923
OneAscent Investment Solutions
Alabama
$411K -$693 -1 -0.2%
HFF
2924
Halter Ferguson Financial
Indiana
$410K – – –
OA
2925
Oak Associates
Ohio
$410K – – –
115 116
117
118 119