We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
4001
Curat Global
New Hampshire
$10.6K – – –
FAI
4002
Fiduciary Advisors Inc
Missouri
$10.6K +$8.79K +10 New
CNBT
4003
Cornerstone National Bank & Trust
Illinois
$8.92K – – –
GWM
4004
Gilpin Wealth Management
Colorado
$8.52K – – –
ICM
4005
Islay Capital Management
Texas
$8.52K -$878 -1 -11%
BWM
4006
Benson Wealth Management
Tennessee
$8.52K – – –
BA
4007
Bard Associates
Illinois
$7.46K +$6.15K +7 New
WA
4008
Whipplewood Advisors
Colorado
$7.45K -$43.9K -50 -88%
ICCON
4009
Investment Counsel Company of Nevada
Nevada
$6.39K +$5.27K +6 New
CCMW
4010
Cypress Capital Management (Wyoming)
Wyoming
$6.39K – – –
RWPA
4011
Richard W. Paul & Associates
Michigan
$6.39K – – –
FGC
4012
Financial Gravity Companies
Texas
$6.39K +$5.27K +6 New
NWM
4013
Navigoe Wealth Management
California
$6K +$5.27K +6 New
TM
4014
Torren Management
California
$5.46K – – –
GCS
4015
Gordian Capital (Singapore)
Singapore
$5.33K -$347K -395 -99%
SA
4016
Seneschal Advisors
Washington
$5.33K – – –
BLC
4017
Blue Line Capital
Illinois
$5.33K +$4.39K +5 New
T
4018
Transce3nd
Texas
$4.76K – – –
LFA
4019
LGT Financial Advisors
Texas
$4.26K – – –
PJC
4020
Phillip James Consulting
Minnesota
$4.26K – – –
W
4021
WealthCollab
Washington
$4.26K – – –
DWS
4022
Dynamic Wealth Strategies
California
$4.26K +$1.76K +2 +100%
WBWA
4023
William B. Walkup & Associates
South Carolina
$4.26K +$3.51K +4 New
OCM
4024
Osbon Capital Management
Massachusetts
$4.26K – – –
BGA
4025
Battery Global Advisors
Massachusetts
$3.19K – – –
159 160
161
162 163