We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1451
Sequent Asset Management
Texas
$2.45M – – –
CP
1452
Canopy Partners
Ohio
$2.45M -$49.2K -71 -2%
FA
1453
Fiduciary Alliance
South Carolina
$2.45M +$709K +1,024 +47%
LAM
1454
L2 Asset Management
Massachusetts
$2.45M -$115K -166 -5%
RFG
1455
RFP Financial Group
Georgia
$2.44M -$140K -202 -6%
IP
1456
Investment Partners
Ohio
$2.43M +$5.54K +8 +0.2%
MF
1457
Montis Financial
Massachusetts
$2.43M -$229K -331 -9%
LWA
1458
Lantern Wealth Advisors
New York
$2.43M +$11.1K +16 +0.5%
SGK
1459
Steigerwald Gordon & Koch
Virginia
$2.42M -$123K -178 -5%
PTC
1460
Philadelphia Trust Company
Pennsylvania
$2.41M -$194K -280 -8%
WE
1461
Wealth Effects
Massachusetts
$2.41M +$253K +365 +12%
TF
1462
Trek Financial
Arizona
$2.41M -$5.02M -7,245 -68%
UCI
1463
Uncommon Cents Investing
Wisconsin
$2.4M -$17.3K -25 -0.7%
MCA
1464
MSH Capital Advisors
Arizona
$2.39M +$11.8K +17 +0.5%
FWI
1465
Facet Wealth Inc
Maryland
$2.39M +$415K +599 +22%
RT
1466
Rockland Trust
Massachusetts
$2.38M -$281K -405 -11%
MNBTD
1467
Moody National Bank Trust Division
Texas
$2.38M +$8.31K +12 +0.4%
SCM
1468
Spreng Capital Management
Ohio
$2.38M -$38.1K -55 -2%
CG
1469
Corundum Group
Colorado
$2.38M +$125K +181 +6%
CV
1470
Counterweight Ventures
North Carolina
$2.38M -$277K -400 -11%
FFA
1471
Founders Financial Alliance
North Carolina
$2.38M +$157K +227 +7%
AFA
1472
AA Financial Advisors
Ohio
$2.37M +$18K +26 +0.8%
PWM
1473
Platt Wealth Management
California
$2.37M – – –
MBT
1474
Montecito Bank & Trust
California
$2.37M -$12.5K -18 -0.5%
MFG
1475
Magnus Financial Group
New York
$2.37M -$202K -292 -8%
57 58
59
60 61