We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1826
TruWealth Advisors
Louisiana
$214K +$421 +2 +0.2%
FNT
1827
First Nebraska Trust
Nebraska
$213K – – –
LWP
1828
Lumature Wealth Partners
Georgia
$213K +$5.27K +25 +2%
CWA
1829
CJM Wealth Advisers
Virginia
$213K – – –
BW
1830
Basepoint Wealth
Iowa
$213K +$5.48K +26 +2%
CFO
1831
CVA Family Office
Colorado
$211K -$80.1K -380 -24%
PGIM
1832
Pacific Global Investment Management
California
$211K +$2.11K +10 +0.9%
EWM
1833
Executive Wealth Management
Michigan
$211K +$2.74K +13 +1%
BFG
1834
Beacon Financial Group
Texas
$210K -$17.3K -82 -7%
CA
1835
CapWealth Advisors
Tennessee
$210K – – –
MVA
1836
Mount Vernon Associates
Maryland
$210K – – –
WSWA
1837
Warren Street Wealth Advisors
California
$210K +$17.1K +81 +7%
F
1838
F3Logic
Minnesota
$209K -$685K -3,251 -74%
CWM
1839
C2C Wealth Management
Arizona
$209K -$211K -1,000 -46%
JIC
1840
Joel Isaacson & Co
New York
$209K +$421 +2 +0.2%
LWP
1841
Legacy Wealth Planning
Nevada
$209K +$24.2K +115 +11%
GWM
1842
GSB Wealth Management
Connecticut
$208K +$211 +1 +0.1%
RCWM
1843
Royal Capital Wealth Management
Indiana
$207K – – –
FWP
1844
Firethorn Wealth Partners
Georgia
$207K +$843 +4 +0.4%
BBI
1845
Baxter Bros Inc
Connecticut
$206K – – –
BA
1846
Bennicas & Associates
California
$206K – – –
WDG
1847
Wealth Dimensions Group
Ohio
$206K +$243K +1,154 New
BOS
1848
Bank of Stockton
California
$204K +$31.6K +150 +15%
OC
1849
Oakworth Capital
Alabama
$203K – – –
VHAM
1850
Van Hulzen Asset Management
California
$203K +$421 +2 +0.2%
72 73
74
75 76