We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DFG
1701
Delta Financial Group
New Jersey
$370K +$331K +1,522 New
DA
1702
Doliver Advisors
Texas
$370K -$2.18K -10 -0.6%
AC
1703
Addison Capital
Pennsylvania
$369K -$1.31K -6 -0.4%
SA
1704
SAM Advisors
California
$369K
WFI
1705
West Family Investments
California
$369K +$4.57K +21 +1%
COCM
1706
Charter Oak Capital Management
New Hampshire
$368K -$1.52K -7 -0.5%
PL
1707
Plancorp LLC
Missouri
$368K -$3.05K -14 -0.9%
CS
1708
Capital Square
Tennessee
$368K
BWA
1709
BDO Wealth Advisors
Florida
$367K -$11.5K -53 -3%
AC
1710
Avestar Capital
New York
$367K +$57.7K +265 +21%
SFS
1711
Strategic Financial Services
New York
$367K -$1.19M -5,471 -78%
DBT
1712
Dubuque Bank & Trust
Iowa
$366K +$5.01K +23 +2%
LNB
1713
Ledyard National Bank
$366K
FWP
1714
Firethorn Wealth Partners
Georgia
$363K +$330K +1,514 New
BB
1715
Bell Bank
North Dakota
$362K
CPSAC
1716
Chas P. Smith & Associates (CPS)
Florida
$361K -$20.9K -96 -6%
RIA
1717
Richwood Investment Advisors
Ohio
$361K +$7.4K +34 +2%
HWA
1718
Heartwood Wealth Advisors
Virginia
$360K +$871 +4 +0.3%
FWM
1719
Fingerlakes Wealth Management
New York
$360K +$1.74K +8 +0.5%
SC
1720
Schulhoff & Co
Ohio
$359K -$32.7K -150 -9%
LI
1721
Lafayette Investments
Maryland
$359K
RC
1722
RBO & Co
California
$359K
BEW
1723
Burton Enright Welch
California
$359K +$653 +3 +0.2%
CCM
1724
Chickasaw Capital Management
Tennessee
$359K
CA
1725
Crewe Advisors
Utah
$358K +$231K +1,059 +242%