We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1851
Fiduciary Alliance
South Carolina
$633K +$216K +558 +47%
AWP
1852
Abacus Wealth Partners
California
$633K
NG
1853
Novem Group
New York
$630K +$674K +1,737 New
LI
1854
Lafayette Investments
Maryland
$630K +$111K +286 +20%
FC
1855
Forte Capital
New York
$629K -$3.88K -10 -0.6%
A
1856
AlphaQuest
New York
$629K +$446K +1,149 +197%
ML
1857
McAdam LLC
Pennsylvania
$628K +$340K +876 +102%
LWM
1858
Lakeridge Wealth Management
Ohio
$626K +$1.55K +4 +0.2%
RMAM
1859
Raab & Moskowitz Asset Management
New Jersey
$624K -$3.88K -10 -0.6%
BW
1860
Bison Wealth
Georgia
$624K -$325K -839 -33%
CCM
1861
Check Capital Management
California
$623K
SMWM
1862
Silvia McColl Wealth Management
California
$622K
PWM
1863
PBMares Wealth Management
Virginia
$621K -$96.6K -249 -13%
CG
1864
Clarus Group
Texas
$621K +$388 +1 +0.1%
THCM
1865
Taylor Hoffman Capital Management
Virginia
$621K
CA
1866
Cornerstone Advisory
Maryland
$620K +$15.5K +40 +2%
AIM
1867
Athena Investment Management
California
$620K -$53.1K -137 -7%
JMFC
1868
J.M. Forbes & Co
Massachusetts
$617K +$153K +394 +30%
PL
1869
Perpetual Ltd
Australia
$617K
DWM
1870
Dogwood Wealth Management
Kansas
$616K +$150K +386 +29%
BCG
1871
Breakwater Capital Group
New Jersey
$616K +$1.94K +5 +0.3%
IC
1872
Iconiq Capital
California
$616K +$181K +467 +38%
CANY
1873
Caxton Associates (New York)
New York
$616K +$162K +417 +33%
OFP
1874
OFC Financial Planning
New Jersey
$615K +$657K +1,695 New
CSA
1875
Cornerstone Select Advisors
Missouri
$615K +$657K +1,694 New