We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
3001
Custos Family Office
Texas
$557K -$12.3K -14 -3%
EF
3002
Entrust Financial
Pennsylvania
$557K -$1.76K -2 -0.4%
SIA
3003
SGL Investment Advisors
Montana
$556K -$47.4K -54 -8%
CPWM
3004
Cypress Point Wealth Management
Texas
$556K +$459K +522 New
KL
3005
KWMG LLC
Kansas
$555K +$17.6K +20 +4%
SWM
3006
Shakespeare Wealth Management
Wisconsin
$555K +$878 +1 +0.2%
WF
3007
WealthPoint Financial
North Carolina
$554K -$227K -258 -33%
CWIG
3008
Chung Wu Investment Group
Texas
$554K – – –
FCG
3009
Fielder Capital Group
Tennessee
$553K +$5.27K +6 +1%
DI
3010
Decision Investments
California
$553K +$4.39K +5 +1%
SRC
3011
Sage Rhino Capital
California
$552K -$2.63K -3 -0.6%
ATC
3012
Advantage Trust Company
Kansas
$552K +$325K +370 +250%
CFGA
3013
Cambridge Financial Group (Arizona)
Arizona
$551K +$6.15K +7 +1%
BDFN
3014
Bond & Devick Financial Network
Minnesota
$551K – – –
BAMG
3015
Brand Asset Management Group
Missouri
$551K +$43K +49 +10%
MFG
3016
Mission Financial Group
Nevada
$549K +$452K +515 New
KCM
3017
Kendall Capital Management
Maryland
$548K -$4.39K -5 -1%
RRA
3018
Round Rock Advisors
Connecticut
$548K +$13.2K +15 +3%
BFG
3019
Beto Financial Group
Idaho
$548K +$8.79K +10 +2%
GWWM
3020
Great Waters Wealth Management
Minnesota
$546K +$2.63K +3 +0.6%
EW
3021
Element Wealth
Mississippi
$543K +$4.39K +5 +1%
NF
3022
Nvest Financial
New Hampshire
$540K +$878 +1 +0.2%
SHFA
3023
SC&H Financial Advisors
Maryland
$540K – – –
PIA
3024
Pinion Investment Advisors
Kansas
$540K +$18.4K +21 +4%
KHCM
3025
Kirtland Hills Capital Management
Ohio
$539K +$45.7K +52 +11%
119 120
121
122 123