We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
3201
Foundry Financial
California
$295K +$288K +416 New
BWA
3202
Blodgett Wealth Advisors
California
$294K – – –
RWM
3203
Reston Wealth Management
Virginia
$294K -$12.5K -18 -4%
MWM
3204
MOR Wealth Management
Pennsylvania
$293K – – –
SWP
3205
Semus Wealth Partners
Florida
$292K -$29.1K -42 -9%
HBWM
3206
Hollow Brook Wealth Management
New York
$292K -$69.3K -100 -20%
DSC
3207
Duncker Streett & Co
Missouri
$292K +$693 +1 +0.2%
BIA
3208
Bell Investment Advisors
California
$291K +$693 +1 +0.2%
BFA
3209
Brown Financial Advisory
Alabama
$290K -$31.9K -46 -10%
GPW
3210
Genesis Private Wealth
Virginia
$290K -$94.2K -136 -25%
VW
3211
Vance Wealth
California
$290K -$21.5K -31 -7%
E
3212
Entelevest
Florida
$290K +$104K +150 +58%
LWM
3213
LightSquare Wealth Management
Michigan
$290K +$283K +409 New
PBO
3214
Peoples Bank (Ohio)
Ohio
$289K -$693 -1 -0.2%
OAM
3215
Oberweis Asset Management
Illinois
$289K -$27.7K -40 -9%
AWS
3216
Arkfeld Wealth Strategies
Nebraska
$288K – – –
LIM
3217
Lathrop Investment Management
Arkansas
$288K – – –
NCMW
3218
Northern Capital Management (Washington)
Washington
$288K – – –
CIA
3219
Cape Investment Advisory
Georgia
$288K -$68.6K -99 -20%
IDA
3220
Intelligence Driven Advisers
California
$287K -$2.77K -4 -1%
CIAS
3221
CBIZ Investment Advisory Services
Ohio
$287K -$70.6K -102 -20%
LWA
3222
Legacy Wealth Advisors
Florida
$287K +$36K +52 +15%
OPWM
3223
Oakwell Private Wealth Management
Texas
$286K +$693 +1 +0.2%
IWP
3224
IAG Wealth Partners
Wisconsin
$286K – – –
PBC
3225
Pavion Blue Capital
California
$286K – – –
127 128
129
130 131