We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1751
Salem Capital Management
Massachusetts
$247K +$221K +1,066 New
FWP
1752
Firethorn Wealth Partners
Georgia
$246K +$219K +1,060 New
MJRIC
1753
Mogy Joel R Investment Counsel
California
$246K +$219K +1,060 New
W
1754
Wealthquest
Ohio
$246K +$220K +1,065 New
IBOK
1755
Independence Bank of Kentucky
Kentucky
$245K -$19.7K -95 -8%
PP
1756
PDS Planning
Ohio
$245K +$219K +1,057 New
CAWM
1757
Capital Advisors Wealth Management
Washington
$245K +$219K +1,058 New
TIM
1758
Total Investment Management
Arizona
$244K +$12.4K +60 +3%
MSFP
1759
Mark Sheptoff Financial Planning
Connecticut
$244K +$181K +875 +494%
ERWM
1760
Elk River Wealth Management
Colorado
$244K +$218K +1,053 New
SWM
1761
Selective Wealth Management
Virginia
$243K – – –
MCM
1762
Mengis Capital Management
Oregon
$242K +$217K +1,047 New
FG
1763
Fiduciary Group
Georgia
$241K – – –
SFP
1764
Sterling Financial Planning
New Jersey
$237K -$42.4K -205 -17%
IFS
1765
Ifrah Financial Services
Arkansas
$237K +$211K +1,020 New
TA
1766
TFG Advisers
Michigan
$235K -$75.4K -364 -26%
JIC
1767
Joel Isaacson & Co
New York
$235K +$210K +1,012 New
BAM
1768
Berkshire Asset Management
Pennsylvania
$233K -$65.4K -316 -24%
CAM
1769
Concorde Asset Management
Michigan
$232K +$207K +1,000 New
CAM
1770
Cubic Asset Management
Massachusetts
$232K +$207K +1,000 New
JCM
1771
Jag Capital Management
Missouri
$232K +$207K +1,000 New
SG
1772
Somerset Group
Minnesota
$232K +$207K +1,000 New
AAM
1773
Azzad Asset Management
Virginia
$232K +$207K +1,000 New
SAM
1774
Secure Asset Management
Michigan
$231K +$206K +995 New
AWM
1775
Act Wealth Management
Texas
$231K +$206K +996 New
69 70
71
72 73