We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
1326
Zega Financial
Florida
$1.17M +$412K +1,187 +51%
SIM
1327
Stratos Investment Management
Ohio
$1.16M +$31.2K +90 +3%
HWA
1328
HCR Wealth Advisors
California
$1.16M -$138K -399 -10%
WCA
1329
Westover Capital Advisors
Delaware
$1.16M +$764K +2,202 +174%
SC
1330
Savoie Capital
Illinois
$1.15M
MF
1331
Montis Financial
Massachusetts
$1.15M -$22.2K -64 -2%
TIA
1332
Tiemann Investment Advisors
California
$1.15M +$3.47K +10 +0.3%
AFA
1333
AA Financial Advisors
Ohio
$1.15M +$38.8K +112 +3%
LFG
1334
Larson Financial Group
Missouri
$1.15M +$661K +1,906 +124%
IP
1335
Investment Partners
Ohio
$1.15M -$71.1K -205 -6%
GM
1336
GeoWealth Management
Illinois
$1.15M +$275K +792 +30%
Vanguard Capital Wealth Advisors
1337
Vanguard Capital Wealth Advisors
Colorado
$1.15M +$1.39K +4 +0.1%
FCIM
1338
Fairview Capital Investment Management
California
$1.14M -$34.7K -100 -3%
PWP
1339
Perfromance Wealth Partners
Illinois
$1.14M -$5.57M -16,075 -82%
AFG
1340
Allegheny Financial Group
Pennsylvania
$1.14M +$36.4K +105 +3%
EFG
1341
Everhart Financial Group
Ohio
$1.13M +$214K +617 +22%
TCM
1342
Telos Capital Management
California
$1.13M -$3.12K -9 -0.3%
DG
1343
DMC Group
Alabama
$1.13M -$22.2K -64 -2%
CIM
1344
Corda Investment Management
Texas
$1.13M +$47.9K +138 +4%
ALC
1345
Alexander Labrunerie & Co
Missouri
$1.13M -$4.51K -13 -0.4%
KFS
1346
Keynote Financial Services
Connecticut
$1.12M -$26.7K -77 -2%
MMM
1347
Mendel Money Management
Illinois
$1.12M +$29.5K +85 +3%
AO
1348
Advisor OS
Illinois
$1.12M -$53.4K -154 -4%
MAM
1349
Milestone Asset Management
Pennsylvania
$1.12M +$1.17M +3,361 New
BW
1350
Bison Wealth
Georgia
$1.12M