We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MW
1526
MBL Wealth
North Carolina
$2.19M -$105K -151 -5%
SF
1527
Sun Financial
Utah
$2.18M -$56.1K -81 -3%
BA
1528
Bridgewater Advisors
New York
$2.18M +$15.2K +22 +0.9%
KFGK
1529
Keystone Financial Group (Kentucky)
Kentucky
$2.18M +$376K +543 +21%
GP
1530
Gallo Partners
New Jersey
$2.18M -$2.12M -3,066 -50%
TIM
1531
Total Investment Management
Arizona
$2.18M +$9.7K +14 +0.5%
MHIC
1532
Marble Harbor Investment Counsel
Massachusetts
$2.18M -$190K -275 -8%
CWS
1533
Cypress Wealth Services
California
$2.17M +$74.1K +107 +4%
AWM
1534
Aprio Wealth Management
Georgia
$2.17M +$210K +303 +11%
CIAS
1535
CFS Investment Advisory Services
New Jersey
$2.16M +$13.9K +20 +0.7%
1NWS
1536
1 North Wealth Services
Maryland
$2.16M -$916K -1,323 -30%
PWM
1537
Purus Wealth Management
California
$2.15M +$13.9K +20 +0.7%
NC
1538
NewSquare Capital
Pennsylvania
$2.15M -$94.2K -136 -4%
PWA
1539
Portus Wealth Advisors
North Carolina
$2.14M -$539K -778 -20%
LRIA
1540
Leonard Rickey Investment Advisors
Washington
$2.14M +$453K +654 +28%
SWP
1541
Summit Wealth Partners
Florida
$2.14M +$2.09M +3,018 New
WMP
1542
Wealth Management Partners
Arizona
$2.14M +$2.77K +4 +0.1%
KSB
1543
Kennebec Savings Bank
Maine
$2.13M +$4.16K +6 +0.2%
EFG
1544
Ethos Financial Group
Pennsylvania
$2.13M +$77.6K +112 +4%
BHA
1545
Beech Hill Advisors
New York
$2.13M -$173K -250 -8%
BA
1546
Birinyi Associates
Connecticut
$2.13M – – –
VWM
1547
Venturi Wealth Management
Texas
$2.12M -$278K -402 -12%
CCA
1548
Childress Capital Advisors
Texas
$2.12M -$154K -223 -7%
71 West Capital Partners
1549
71 West Capital Partners
Massachusetts
$2.11M +$399K +576 +24%
HWA
1550
Heartwood Wealth Advisors
Virginia
$2.11M – – –