We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
3051
Parvin Asset Management
South Dakota
$354K
RRA
3052
Round Rock Advisors
Connecticut
$354K +$346K +500 New
OGF
3053
Orin Green Financial
California
$354K
AWC
3054
Abundance Wealth Counselors
Pennsylvania
$354K +$346K +499 New
Betterment LLC
3055
Betterment LLC
New York
$353K +$77.6K +112 +29%
OAP
3056
One Advisory Partners
Kansas
$353K +$4.85K +7 +1%
BAS
3057
Breakthru Advisory Services
Wisconsin
$352K -$36.7K -53 -10%
SWM
3058
Steinberganna Wealth Management
New York
$352K +$2.77K +4 +0.8%
SPI
3059
Sutton Place Investors
New York
$351K +$4.85K +7 +1%
AWAP
3060
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$351K
JF
3061
JMN Financial
Ohio
$351K +$53.3K +77 +18%
SIAG
3062
Safeguard Investment Advisory Group
California
$351K -$15.2K -22 -4%
EPI
3063
Eddie Patel Inc
Illinois
$350K +$693 +1 +0.2%
BFAG
3064
Blackston Financial Advisory Group
Florida
$350K +$342K +494 New
JBA
3065
Johnson Bixby & Associates
Washington
$350K -$18.7K -27 -5%
BKA
3066
Brick & Kyle Associates
Pennsylvania
$349K +$341K +493 New
CWM
3067
Cherrydale Wealth Management
New Jersey
$348K -$21.5K -31 -6%
TF
3068
Tenzing Financial
Virginia
$348K +$3.46K +5 +1%
NC
3069
North Capital
Utah
$347K +$13.9K +20 +4%
DWM
3070
Ducere Wealth Management
California
$347K -$1.39K -2 -0.4%
WJA
3071
Willis Johnson & Associates
Texas
$346K -$38.1K -55 -10%
SMA
3072
Seven Mile Advisory
New Jersey
$345K -$363K -524 -52%
NF
3073
Napier Financial
Massachusetts
$344K +$337K +486 New
PIA
3074
Pinion Investment Advisors
Kansas
$344K +$6.93K +10 +2%
AT
3075
American Trust
Kentucky
$344K +$22.9K +33 +7%