We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
3101
Peck Wealth Management
New York
$250K – – –
VFP
3102
Vilga Financial Planning
New Jersey
$250K +$242K +436 New
NCG
3103
Newport Capital Group
New Jersey
$250K +$242K +436 New
PHWM
3104
Pine Harbor Wealth Management
Maryland
$249K +$556 +1 +0.2%
DI
3105
DDFG Inc
California
$249K – – –
MAP
3106
Moody Aldrich Partners
Massachusetts
$249K – – –
TF
3107
Tenzing Financial
Virginia
$249K +$241K +434 New
WG
3108
Winton Group
United Kingdom
$249K -$14.6M -26,179 -98%
BMM
3109
Berkshire Money Management
Massachusetts
$249K +$241K +434 New
RWM
3110
Reston Wealth Management
Virginia
$248K +$241K +433 New
NF
3111
Nvest Financial
New Hampshire
$248K +$241K +433 New
GF
3112
GGM Financials
Ohio
$247K +$556 +1 +0.2%
TPW
3113
TL Private Wealth
Texas
$247K – – –
MC
3114
Matters Capital
Florida
$247K +$240K +431 New
CE
3115
Cornerstone Enterprises
Wisconsin
$246K +$2.78K +5 +1%
GKIM
3116
GW&K Investment Management
Massachusetts
$245K +$6.11K +11 +3%
RPSA
3117
Richard P. Slaughter Associates
Texas
$245K – – –
SWRP
3118
Summit Wealth & Retirement Planning
California
$245K +$237K +427 New
ME
3119
McIlrath & Eck
Washington
$245K – – –
EA
3120
Echo45 Advisors
California
$244K -$5K -9 -2%
MWM
3121
MinichMacGregor Wealth Management
New York
$244K -$205K -368 -46%
RA
3122
Rubicon Advisors
California
$244K +$236K +425 New
WKSWA
3123
White Knight Strategic Wealth Advisors
New Jersey
$243K -$166K -298 -41%
GA
3124
Goldstein Advisors
Wisconsin
$243K -$23.9K -43 -9%
TI
3125
tru Independence
Oregon
$243K – – –