We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
3851
Plante Moran Financial Advisors
Michigan
$191K -$243K -277 -61%
CM
3852
Capula Management
Cayman Islands
$190K -$1.04M -1,184 -87%
CH
3853
CDKV Holdings
Colorado
$188K
MEG
3854
Millstone Evans Group
Colorado
$184K +$6.15K +7 +4%
Loomis, Sayles & Company
3855
Loomis, Sayles & Company
Massachusetts
$182K +$76.4K +87 +104%
FB
3856
First Bancorp
Maine
$181K +$149K +170 New
EWP
3857
Elevation Wealth Partners
California
$178K +$31.6K +36 +27%
CFS
3858
CGC Financial Services
Oregon
$177K
VL
3859
Vima LLC
Michigan
$170K +$141K +160 New
MDCM
3860
Morgan Dempsey Capital Management
Wisconsin
$170K -$4.39K -5 -3%
AFC
3861
Ares Financial Consulting
California
$168K +$4.39K +5 +3%
LWM
3862
Lodestone Wealth Management
Washington
$167K
KAS
3863
Kemnay Advisory Services
New York
$166K +$6.15K +7 +5%
Ninety One (UK)
3864
Ninety One (UK)
United Kingdom
$164K +$135K +154 New
WA
3865
Westfuller Advisors
New York
$163K +$127K +145 +1,813%
MSFP
3866
Mark Sheptoff Financial Planning
Connecticut
$162K
Q1WB
3867
Quest 10 Wealth Builders
Virginia
$159K
MAS
3868
MPWM Advisory Solutions
Georgia
$158K -$2.63K -3 -2%
BGAI
3869
Bruce G. Allen Investments
Colorado
$154K -$34.3K -39 -21%
JGCM
3870
Joseph Group Capital Management
Ohio
$154K -$20.2K -23 -14%
MWPCG
3871
Measured Wealth Private Client Group
New Hampshire
$152K +$8.79K +10 +8%
EFMH
3872
E Fund Management (HK)
Hong Kong
$151K -$6.15K -7 -5%
WT
3873
WHI Trust
Illinois
$151K
DWM
3874
Dogwood Wealth Management
Kansas
$146K +$14.9K +17 +14%
MFT
3875
Moisand Fitzgerald Tamayo
Florida
$145K