We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RIP
3351
RAM Investment Partners
Washington
$121K +$117K +211 New
MSWA
3352
Marshall & Sterling Wealth Advisors
New York
$120K -$4.45K -8 -4%
PP
3353
Paladin Partners
Wisconsin
$119K +$115K +207 New
BC
3354
Broadwater Capital
Massachusetts
$115K – – –
CCC
3355
Chelsea Counsel Company
California
$115K – – –
EPIME
3356
Evelyn Partners Investment Management (Europe)
$115K – – –
MMCM
3357
Murphy & Mullick Capital Management
New York
$115K +$6.11K +11 +6%
HNW
3358
High Note Wealth
Minnesota
$114K +$19.5K +35 +21%
SFAM
3359
Sawyer Falduto Asset Management
Illinois
$112K +$108K +195 New
NWS
3360
Nvest Wealth Strategies
Ohio
$110K +$107K +192 New
SVCP
3361
Silicon Valley Capital Partners
California
$110K +$556 +1 +0.5%
NECFA
3362
New England Capital Financial Advisors
Connecticut
$108K – – –
PWM
3363
Proathlete Wealth Management
Florida
$108K – – –
CH
3364
CDKV Holdings
Colorado
$107K +$104K +187 New
KAS
3365
Kemnay Advisory Services
New York
$107K +$103K +186 New
FCMT
3366
Founders Capital Management (Texas)
Texas
$103K – – –
IAS
3367
IMA Advisory Services
Colorado
$98.5K +$13.3K +24 +16%
TC
3368
Tacita Capital
Ontario, Canada
$96.8K +$5.56K +10 +6%
ATC
3369
Advantage Trust Company
Kansas
$95.7K -$206K -370 -69%
RWM
3370
RMG Wealth Management
Wisconsin
$95.7K +$7.22K +13 +10%
BGAI
3371
Bruce G. Allen Investments
Colorado
$95.1K -$17.8K -32 -16%
CFS
3372
CGC Financial Services
Oregon
$95.1K – – –
MEG
3373
Millstone Evans Group
Colorado
$95.1K +$17.8K +32 +24%
MDCM
3374
Morgan Dempsey Capital Management
Wisconsin
$94.5K – – –
LWM
3375
Lodestone Wealth Management
Washington
$92.6K +$90K +162 New
133 134
135
136 137