We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
2951
Granite Harbor Advisors
Texas
$597K -$40.4K -46 -8%
IFS
2952
Ifrah Financial Services
Arkansas
$597K -$4.39K -5 -0.9%
OFS
2953
OMC Financial Services
New York
$596K -$83.5K -95 -15%
MCM
2954
McKinney Capital Management
Texas
$596K +$1.76K +2 +0.4%
TCM
2955
Tradewinds Capital Management
Washington
$596K +$26.4K +30 +6%
MO
2956
McMillan Office
Michigan
$595K – – –
SAM
2957
Simplify Asset Management
Nevada
$594K -$14.1K -16 -3%
MWA
2958
Motive Wealth Advisors
Michigan
$594K -$13.2K -15 -3%
LA
2959
Lynch & Associates
Indiana
$594K – – –
DCBT
2960
Dakota Community Bank & Trust
North Dakota
$593K -$14.1K -16 -3%
IIA
2961
IPG Investment Advisors
California
$592K – – –
RIA
2962
Rhodes Investment Advisors
Texas
$592K +$488K +556 New
GWM
2963
Greenline Wealth Management
Florida
$591K +$72K +82 +17%
BHWM
2964
Beaird Harris Wealth Management
Texas
$591K – – –
JA
2965
JLB & Associates
Michigan
$591K +$488K +555 New
WSWA
2966
Warren Street Wealth Advisors
California
$589K +$28.1K +32 +6%
BFAG
2967
Blackston Financial Advisory Group
Florida
$589K +$51.8K +59 +12%
SLT
2968
St Louis Trust
Missouri
$589K – – –
MAC
2969
Mason & Associates (California)
California
$589K -$13.2K -15 -3%
BDA
2970
Borer Denton & Associates
Pennsylvania
$589K – – –
TWM
2971
Tanager Wealth Management
United Kingdom
$589K +$38.7K +44 +9%
AGA
2972
Accuvest Global Advisors
Utah
$588K +$485K +552 New
AT
2973
Arlington Trust
Alabama
$588K -$17.6K -20 -3%
NFTC
2974
North Forty Two & Co
Oregon
$586K – – –
SSI
2975
Scott & Selber Inc
Texas
$586K – – –
117 118
119
120 121