We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
3076
Atlantic Edge Private Wealth Management
Florida
$28.6K -$2.13K -5 -8%
MAM
3077
Meeder Asset Management
Ohio
$28.6K -$427 -1 -2%
LWMI
3078
Legacy Wealth Management (Idaho)
Idaho
$28.2K – – –
IWM
3079
Inlight Wealth Management
Georgia
$27.7K – – –
MAM
3080
Marquette Asset Management
Minnesota
$27.7K +$22.6K +53 +1,060%
DWM
3081
Dogwood Wealth Management
Kansas
$26.2K +$854 +2 +4%
KSWA
3082
Kathleen S. Wright Associates
Pennsylvania
$25.8K – – –
RWM
3083
Raffa Wealth Management
District of Columbia
$24.8K +$3.42K +8 +18%
HWP
3084
Highline Wealth Partners
California
$24.4K +$11.5K +27 +113%
FRA
3085
Front Row Advisors
California
$24.3K – – –
FA
3086
Financial Avengers
California
$23.9K – – –
TFM
3087
TFC Financial Management
Massachusetts
$23K +$427 +1 +2%
WOC
3088
West Oak Capital
California
$22.4K -$114K -268 -5%
CTC
3089
Corundum Trust Company
South Dakota
$22.4K +$20.1K +47 New
DCM
3090
Davis Capital Management
Florida
$20.5K +$18.4K +43 New
CFG
3091
Chapman Financial Group
Hawaii
$20K – – –
AP
3092
Aspect Partners
Virginia
$18.1K -$427 -1 -3%
RWM
3093
Rialto Wealth Management
New York
$18.1K +$1.28K +3 +9%
CWM
3094
Copia Wealth Management
Oregon
$18.1K – – –
PCM
3095
Penserra Capital Management
California
$18K -$1.28K -3 -7%
ACM
3096
Accent Capital Management
Ohio
$17.7K – – –
CWM
3097
Consultiva Wealth Management
Puerto Rico
$17.7K – – –
FGA
3098
Fortis Group Advisors
New Jersey
$17.7K – – –
DPW
3099
DiNuzzo Private Wealth
Pennsylvania
$17.2K -$40.1K -94 -70%
SHIM
3100
Stone House Investment Management
Pennsylvania
$17.2K +$854 +2 +6%
122 123
124
125 126