We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1801
Firethorn Wealth Partners
Georgia
$725K +$333 +1 +0.1%
CIP
1802
Capital Insight Partners
Arizona
$725K -$16.7K -50 -3%
CPSAC
1803
Chas P. Smith & Associates (CPS)
Florida
$725K -$4.33K -13 -0.7%
BWP
1804
Baldwin Wealth Partners
Massachusetts
$725K -$29.3K -88 -5%
PCA
1805
Purkiss Capital Advisors
Connecticut
$724K +$50K +150 +9%
VHAM
1806
Van Hulzen Asset Management
California
$724K +$138K +415 +29%
DMBA
1807
Deseret Mutual Benefit Administrators
Utah
$722K – – –
GKWIM
1808
Gerber Kawasaki Wealth & Investment Management
California
$721K +$119K +358 +24%
PP
1809
Pacifica Partners
Canada
$718K +$21.3K +64 +4%
CF
1810
Copperwynd Financial
Arizona
$718K -$218K -655 -26%
Fiera Capital (Canada)
1811
Fiera Capital (Canada)
Quebec, Canada
$716K +$615K +1,845 New
SFS
1812
Summit Financial Strategies
Ohio
$716K -$11K -33 -2%
WP
1813
Westmount Partners
California
$713K +$1.33K +4 +0.2%
RCM
1814
Raleigh Capital Management
North Carolina
$713K -$28.3K -85 -4%
VC
1815
Vicus Capital
Pennsylvania
$713K +$94.3K +283 +18%
WFMPM
1816
Woodley Farra Manion Portfolio Management
Indiana
$710K -$30.7K -92 -5%
ICP
1817
Impact Capital Partners
Colorado
$708K +$32.7K +98 +6%
OWM
1818
OneAscent Wealth Management
Alabama
$707K +$49.3K +148 +9%
FA
1819
Fagan Associates
New York
$707K -$25K -75 -4%
SIA
1820
Strategic Investment Advisors
Michigan
$705K +$40K +120 +7%
MWP
1821
Meriwether Wealth & Planning
Louisiana
$705K -$1K -3 -0.2%
AFC
1822
AFT Forsyth & Company
Florida
$705K – – –
CAS
1823
CTC Alternative Strategies
Illinois
$703K +$603K +1,810 New
LAM
1824
Lakewood Asset Management
Illinois
$700K +$667 +2 +0.1%
WFAG
1825
Worth Financial Advisory Group
North Carolina
$700K -$62.3K -187 -9%