We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
3101
Marshall Financial Group (Maryland)
Maryland
$494K +$9.66K +11 +2%
MC
3102
Matters Capital
Florida
$494K
SFS
3103
Sharp Financial Services
Pennsylvania
$494K -$5.27K -6 -1%
SWRP
3104
Summit Wealth & Retirement Planning
California
$493K
TIAA Trust, National Association
3105
TIAA Trust, National Association
North Carolina
$492K
RS
3106
Rakuten Securities
Japan
$492K +$246K +280 +154%
MFG
3107
Mosaic Financial Group
Illinois
$490K +$878 +1 +0.2%
TF
3108
Talbot Financial
Washington
$489K +$403K +459 New
SF
3109
Schaeffer Financial
Maryland
$488K +$878 +1 +0.2%
SWP
3110
Semus Wealth Partners
Florida
$487K +$38.7K +44 +11%
MAM
3111
Marotta Asset Management
Virginia
$487K
RP
3112
Rowlandmiller & Partners
Georgia
$486K -$14.9K -17 -4%
FFG
3113
Floyd Financial Group
Missouri
$485K -$11.4K -13 -2%
HWMC
3114
Heritage Wealth Management (California)
California
$485K +$13.2K +15 +3%
CBT
3115
CoreFirst Bank & Trust
Kansas
$483K -$8.79K -10 -2%
BWM
3116
Brown Wealth Management
Illinois
$483K +$17.6K +20 +5%
KFP
3117
Kroeger Financial Partners
California
$483K +$399K +454 New
SIA
3118
Sovereign Investment Advisors
Arizona
$481K -$43.9K -50 -10%
SL
3119
StoryOne LLC
Kansas
$480K +$396K +451 New
WS
3120
Wilian Securities
Minnesota
$479K +$96.6K +110 +32%
LHP
3121
Lexington Hill Partners
Texas
$479K -$192K -219 -33%
IIM
3122
Ironwood Investment Management
Massachusetts
$479K
RWFS
3123
Rayburn West Financial Services
Tennessee
$479K
PBO
3124
Peoples Bank (Ohio)
Ohio
$479K +$36.9K +42 +10%
SWM
3125
Schwallier Wealth Management
Michigan
$479K