We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BLAM
3051
Bourne Lent Asset Management
New York
$354K -$81.7K -118 -19%
HVP
3052
Hudson Value Partners
Florida
$354K -$3.46K -5 -1%
ACA
3053
Adirondack Capital Advisors
New York
$354K – – –
BA
3054
Baugh & Associates
Georgia
$354K – – –
DC
3055
Dorval Corp
Minnesota
$354K – – –
JGIA
3056
Jackson Grant Investment Advisers
Connecticut
$354K – – –
LWMI
3057
Landmark Wealth Management (Illinois)
Illinois
$354K – – –
PAM
3058
Parvin Asset Management
South Dakota
$354K – – –
RRA
3059
Round Rock Advisors
Connecticut
$354K +$346K +500 New
OGF
3060
Orin Green Financial
California
$354K – – –
AWC
3061
Abundance Wealth Counselors
Pennsylvania
$354K +$346K +499 New
Betterment LLC
3062
Betterment LLC
New York
$353K +$77.6K +112 +29%
OAP
3063
One Advisory Partners
Kansas
$353K +$4.85K +7 +1%
BAS
3064
Breakthru Advisory Services
Wisconsin
$352K -$36.7K -53 -10%
SWM
3065
Steinberganna Wealth Management
New York
$352K +$2.77K +4 +0.8%
SPI
3066
Sutton Place Investors
New York
$351K +$4.85K +7 +1%
AWAP
3067
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$351K – – –
JF
3068
JMN Financial
Ohio
$351K +$53.3K +77 +18%
SIAG
3069
Safeguard Investment Advisory Group
California
$351K -$15.2K -22 -4%
EPI
3070
Eddie Patel Inc
Illinois
$350K +$693 +1 +0.2%
BFAG
3071
Blackston Financial Advisory Group
Florida
$350K +$342K +494 New
JBA
3072
Johnson Bixby & Associates
Washington
$350K -$18.7K -27 -5%
BKA
3073
Brick & Kyle Associates
Pennsylvania
$349K +$341K +493 New
CWM
3074
Cherrydale Wealth Management
New Jersey
$348K -$21.5K -31 -6%
TF
3075
Tenzing Financial
Virginia
$348K +$3.46K +5 +1%