We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
3301
OakTrust Wealth Advisors
Connecticut
$264K -$56.1K -81 -18%
VWA
3302
VSM Wealth Advisory
Maryland
$264K – – –
SRS
3303
Strong Retirement Solutions
Washington
$264K +$1.39K +2 +0.5%
NPF
3304
Norris Perne & French
Michigan
$262K -$20.8K -30 -8%
BWM
3305
BCO Wealth Management
New Mexico
$262K – – –
NL
3306
Navalign LLC
California
$262K – – –
MS
3307
Madden Securities
Texas
$262K +$6.93K +10 +3%
JEST
3308
JTC Employer Solutions Trustee
Jersey
$262K -$104K -150 -29%
EF
3309
Exeter Financial
Arizona
$262K – – –
AFS
3310
Access Financial Services
Minnesota
$261K +$256K +369 New
JRPIM
3311
Journey Retirement Planning & Investment Management
Idaho
$261K -$427K -616 -63%
AWA
3312
AGH Wealth Advisors
Kansas
$261K +$255K +368 New
AWM
3313
Activest Wealth Management
Florida
$260K -$156K -225 -38%
MCCA
3314
Mill Creek Capital Advisors
Pennsylvania
$260K +$9K +13 +4%
OPW
3315
Oxler Private Wealth
New York
$259K -$8.31K -12 -3%
TWM
3316
Topsail Wealth Management
North Carolina
$259K – – –
QPW
3317
Quantum Private Wealth
Florida
$259K +$253K +366 New
LBC
3318
Lane Brothers & Co
Arizona
$259K – – –
MFS
3319
Madrona Financial Services
Washington
$258K -$7.62K -11 -3%
OCA
3320
Odyssey Capital Advisors
Pennsylvania
$257K +$251K +363 New
CCA
3321
Conservest Capital Advisors
Pennsylvania
$256K +$251K +362 New
DWM
3322
Denver Wealth Management
Colorado
$256K +$5.54K +8 +2%
QWM
3323
Quaker Wealth Management
New Jersey
$256K -$6.93K -10 -3%
CE
3324
Cornerstone Enterprises
Wisconsin
$256K -$47.8K -69 -16%
SO
3325
Sierra Ocean
California
$256K +$2.77K +4 +1%
131 132
133
134 135