We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1701
BlueSky Wealth Advisors
North Carolina
$760K -$294K -852 -30%
CHA
1702
Carmichael Hill & Associates
Maryland
$759K +$345 +1 +0.1%
BFA
1703
Beacon Financial Advisory
Ohio
$758K -$22.1K -64 -3%
MS
1704
Mizuho Securities
Japan
$755K +$667K +1,930 New
TWM
1705
Thrive Wealth Management
Pennsylvania
$755K -$5.18K -15 -0.8%
BMCM
1706
Bryn Mawr Capital Management
Pennsylvania
$754K -$28K -81 -4%
EM
1707
Excalibur Management
Massachusetts
$751K +$5.18K +15 +0.8%
EGWAG
1708
Elwood & Goetz Wealth Advisory Group
Georgia
$749K – – –
BAM
1709
Bosun Asset Management
Illinois
$749K -$38.3K -111 -5%
GAA
1710
Guardian Asset Advisors
Pennsylvania
$747K -$2.76K -8 -0.4%
OA
1711
Operose Advisors
Wisconsin
$746K +$1.73K +5 +0.3%
OWM
1712
OneAscent Wealth Management
Alabama
$743K +$656K +1,900 New
CWM
1713
Calamos Wealth Management
Illinois
$740K +$253K +734 +63%
PG
1714
Patten Group
Tennessee
$740K -$30.4K -88 -4%
PFG
1715
Prosperity Financial Group
California
$739K +$30K +87 +5%
MSF
1716
Mustard Seed Financial
Arkansas
$738K +$17.6K +51 +3%
BFC
1717
Bedel Financial Consulting
Indiana
$737K -$11.1K -32 -2%
KF
1718
KKM Financial
Illinois
$736K -$239K -692 -27%
DMBA
1719
Deseret Mutual Benefit Administrators
Utah
$736K -$167K -484 -20%
SFS
1720
Summit Financial Strategies
Ohio
$735K -$37K -107 -5%
HGWM
1721
Horst & Graben Wealth Management
Oregon
$733K +$1.38K +4 +0.2%
PFGIA
1722
Patriot Financial Group Insurance Agency
Massachusetts
$725K -$22.4K -65 -3%
ESBC
1723
E.S. Barr & Co
Kentucky
$724K -$4.49K -13 -0.7%
FWP
1724
Firethorn Wealth Partners
Georgia
$723K +$2.07K +6 +0.3%
AIM
1725
Athena Investment Management
California
$722K -$29.4K -85 -4%
67 68
69
70 71