We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
3351
Silicon Valley Capital Partners
California
$110K +$556 +1 +0.5%
NECFA
3352
New England Capital Financial Advisors
Connecticut
$108K – – –
PWM
3353
Proathlete Wealth Management
Florida
$108K – – –
CH
3354
CDKV Holdings
Colorado
$107K +$104K +187 New
KAS
3355
Kemnay Advisory Services
New York
$107K +$103K +186 New
FCMT
3356
Founders Capital Management (Texas)
Texas
$103K – – –
IAS
3357
IMA Advisory Services
Colorado
$98.5K +$13.3K +24 +16%
TC
3358
Tacita Capital
Ontario, Canada
$96.8K +$5.56K +10 +6%
ATC
3359
Advantage Trust Company
Kansas
$95.7K -$206K -370 -69%
RWM
3360
RMG Wealth Management
Wisconsin
$95.7K +$7.22K +13 +10%
BGAI
3361
Bruce G. Allen Investments
Colorado
$95.1K -$17.8K -32 -16%
CFS
3362
CGC Financial Services
Oregon
$95.1K – – –
MEG
3363
Millstone Evans Group
Colorado
$95.1K +$17.8K +32 +24%
MDCM
3364
Morgan Dempsey Capital Management
Wisconsin
$94.5K – – –
LWM
3365
Lodestone Wealth Management
Washington
$92.6K +$90K +162 New
DT
3366
DV Trading
Illinois
$91.7K +$88.9K +160 New
S
3367
Sachetta
Massachusetts
$91.1K -$38.9K -70 -31%
BDL
3368
Banque de Luxembourg
Luxembourg
$90.5K – – –
EP
3369
Essential Partners
California
$87.7K +$21.7K +39 +34%
CAIM
3370
Catherine Avery Investment Management
Florida
$87.1K -$72.8K -131 -46%
MSFP
3371
Mark Sheptoff Financial Planning
Connecticut
$87.1K – – –
Q1WB
3372
Quest 10 Wealth Builders
Virginia
$85.4K -$5K -9 -6%
PWMG
3373
Private Wealth Management Group
New Jersey
$85.4K – – –
UOTTAIMCU
3374
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$83.1K – – –
WT
3375
WHI Trust
Illinois
$81.3K +$78.9K +142 New
133 134
135
136 137