We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AW
1476
Avion Wealth
Texas
$31K -$35.6K -300 -55%
SL
1477
Savior LLC
Massachusetts
$30K – – –
SIS
1478
Sound Income Strategies
Florida
$30K +$119 +1 +0.4%
HCM
1479
Horrell Capital Management
Arkansas
$29K – – –
POIA
1480
Pin Oak Investment Advisors
Texas
$29K – – –
PWP
1481
Principle Wealth Partners
Connecticut
$29K +$27K +228 New
DIG
1482
DeepCurrents Investment Group
New York
$29K +$27.6K +233 New
WPA
1483
West Paces Advisors
Georgia
$27.6K – – –
ACA
1484
Atlas Capital Advisors
Wyoming
$27.5K – – –
BCA
1485
Bray Capital Advisors
Florida
$27K -$34.3K -289 -58%
AA
1486
AlphaMark Advisors
Kentucky
$27K – – –
CYG
1487
Clean Yield Group
Vermont
$27K – – –
Loomis, Sayles & Company
1488
Loomis, Sayles & Company
Massachusetts
$25K -$556K -4,686 -96%
CAGAS
1489
Capital Advisory Group Advisory Services
Minnesota
$25K – – –
LF
1490
Lee Financial
Texas
$24K – – –
BAM
1491
Bellevue Asset Management
Washington
$24K +$948 +8 +4%
PMFA
1492
Plante Moran Financial Advisors
Michigan
$23K -$146K -1,232 -87%
HB
1493
Horizon Bancorp
Indiana
$23K – – –
RAM
1494
Riggs Asset Management
Pennsylvania
$23K – – –
TFA
1495
Transamerica Financial Advisors
Florida
$22K +$20.5K +173 New
EWP
1496
Engrave Wealth Partners
Texas
$21K -$1.3K -11 -6%
EW
1497
Evoke Wealth
California
$21K +$2.73K +23 +16%
CWC
1498
Carolinas Wealth Consulting
North Carolina
$20K +$18.6K +157 New
DTIM
1499
Danda Trouve Investment Management
Kansas
$19K +$17.8K +150 New
LS
1500
Leelyn Smith
Illinois
$18K – – –