We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
3101
Berkshire Money Management
Massachusetts
$249K +$241K +434 New
RWM
3102
Reston Wealth Management
Virginia
$248K +$241K +433 New
NF
3103
Nvest Financial
New Hampshire
$248K +$241K +433 New
GF
3104
GGM Financials
Ohio
$247K +$556 +1 +0.2%
TPW
3105
TL Private Wealth
Texas
$247K – – –
MC
3106
Matters Capital
Florida
$247K +$240K +431 New
CE
3107
Cornerstone Enterprises
Wisconsin
$246K +$2.78K +5 +1%
GKIM
3108
GW&K Investment Management
Massachusetts
$245K +$6.11K +11 +3%
RPSA
3109
Richard P. Slaughter Associates
Texas
$245K – – –
SWRP
3110
Summit Wealth & Retirement Planning
California
$245K +$237K +427 New
ME
3111
McIlrath & Eck
Washington
$245K – – –
EA
3112
Echo45 Advisors
California
$244K -$5K -9 -2%
MWM
3113
MinichMacGregor Wealth Management
New York
$244K -$205K -368 -46%
RA
3114
Rubicon Advisors
California
$244K +$236K +425 New
WKSWA
3115
White Knight Strategic Wealth Advisors
New Jersey
$243K -$166K -298 -41%
GA
3116
Goldstein Advisors
Wisconsin
$243K -$23.9K -43 -9%
TI
3117
tru Independence
Oregon
$243K – – –
EV
3118
EJMK Ventures
Illinois
$242K +$235K +423 New
MPW
3119
Magnolia Private Wealth
Pennsylvania
$242K +$1.11K +2 +0.5%
POIA
3120
Pin Oak Investment Advisors
Texas
$242K – – –
VC
3121
Veery Capital
Delaware
$241K -$14.5K -26 -6%
FWM
3122
ForthRight Wealth Management
Georgia
$241K – – –
GPWA
3123
Great Point Wealth Advisors
Massachusetts
$241K +$233K +420 New
CA
3124
CapWealth Advisors
Tennessee
$241K – – –
GA
3125
Gordian Advisors
Arizona
$240K +$233K +419 New
123 124
125
126 127