We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GAMC
1301
Garner Asset Management Corp
Texas
$226K -$4.74K -40 -2%
SCA
1302
Stonebridge Capital Advisors
Minnesota
$226K +$4.98K +42 +2%
HWA
1303
Heritage Wealth Advisors
Virginia
$226K +$45.6K +385 +28%
CG
1304
Corundum Group
Colorado
$224K -$20.5K -173 -9%
UAS
1305
United Asset Strategies
New York
$224K -$16.7K -141 -7%
WKWM
1306
Walter & Keenan Wealth Management
Indiana
$224K +$210K +1,768 New
IAP
1307
Indie Asset Partners
Indiana
$223K -$55.7K -470 -23%
SFG
1308
Sunburst Financial Group
Alabama
$223K +$209K +1,765 New
SFP
1309
Shepherd Financial Partners
Massachusetts
$222K +$208K +1,754 New
GPFA
1310
Game Plan Financial Advisors
Ohio
$220K – – –
GI
1311
Gradient Investments
Minnesota
$220K +$5.81K +49 +3%
ARMC
1312
American Research & Management Company
Massachusetts
$219K +$2.37K +20 +1%
CG
1313
CFO4Life Group
Texas
$219K +$206K +1,735 New
SB
1314
Sunflower Bank
Texas
$219K +$206K +1,736 New
SFSG
1315
Stearns Financial Services Group
North Carolina
$218K -$39.1K -330 -16%
BRA
1316
Bender Robert & Associates
California
$218K -$13.3K -112 -6%
FMT
1317
First Mercantile Trust
Tennessee
$218K +$41.5K +350 +26%
LNB
1318
Ledyard National Bank
$217K -$20.7K -175 -9%
TA
1319
Tiedemann Advisors
New York
$217K +$203K +1,709 New
MA
1320
MCF Advisors
Kentucky
$216K -$72.4K -611 -26%
Jones Financial Companies
1321
Jones Financial Companies
Missouri
$216K -$23.7K -200 -10%
VWM
1322
Vigilare Wealth Management
Arizona
$215K -$169K -1,427 -46%
CWA
1323
Clarus Wealth Advisors
Arizona
$215K +$200K +1,691 New
SWP
1324
Summit Wealth Partners
Florida
$213K +$200K +1,684 New
ISWM
1325
Independent Solutions Wealth Management
New York
$210K +$197K +1,661 New