We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2976
Wakefield Asset Management
Colorado
$586K – – –
FDW
2977
Fourth Dimension Wealth
Ohio
$586K +$395K +450 +450%
OAS
2978
Optivise Advisory Services
Tennessee
$585K -$284K -323 -37%
OPWM
2979
Oxinas Partners Wealth Management
Indiana
$585K +$14.1K +16 +3%
PFM
2980
Phillips Financial Management
Indiana
$585K -$43K -49 -8%
CA
2981
Carson Advisory
Georgia
$584K +$5.27K +6 +1%
TPWA
2982
Twin Peaks Wealth Advisors
California
$583K +$26.4K +30 +6%
COFSG
2983
Carbahal Olsen Financial Services Group
California
$582K -$72K -82 -13%
IAG
2984
Ipsen Advisor Group
Arkansas
$580K -$11.4K -13 -2%
AA
2985
Addison Advisors
Vermont
$578K -$1.28M -1,460 -73%
WAU
2986
Wellington-Altus USA
Manitoba, Canada
$577K -$121K -138 -14%
PWM
2987
Prentice Wealth Management
New York
$577K -$63.3K -72 -12%
HFF
2988
Halter Ferguson Financial
Indiana
$577K -$32.5K -37 -6%
PGAM
2989
Princeton Global Asset Management
New Jersey
$576K -$86.1K -98 -15%
ACC
2990
Acorn Creek Capital
Colorado
$576K -$12.3K -14 -3%
SFSG
2991
Sound Financial Strategies Group
Mississippi
$576K -$5.27K -6 -1%
DA
2992
Dover Advisors
Virginia
$576K +$183K +208 +26%
CP
2993
Clarendon Private
Massachusetts
$576K +$29K +33 +6%
MWA
2994
MN Wealth Advisors
Kansas
$575K +$54.5K +62 +13%
NDBT
2995
North Dallas Bank & Trust
Texas
$575K -$37.8K -43 -7%
OCM
2996
Objective Capital Management
Ohio
$575K -$98.4K -112 -17%
AOWM
2997
Alpha Omega Wealth Management
Virginia
$575K -$23.7K -27 -5%
PAM
2998
Parvin Asset Management
South Dakota
$575K +$35.1K +40 +8%
IDA
2999
Intelligence Driven Advisers
California
$575K +$119K +135 +33%
GFA
3000
Gallagher Fiduciary Advisors
Illinois
$574K – – –
118 119
120
121 122