We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
VFG
1951
Victory Financial Group
Texas
$606K +$279K +836 +115%
AC
1952
AXQ Capital
New Jersey
$606K +$186K +559 +56%
CAL
1953
Capital Analysts LLC
Pennsylvania
$605K +$26.3K +79 +5%
RFA
1954
Reyes Financial Architecture
California
$603K +$79.7K +239 +18%
ACM
1955
Arcataur Capital Management
Wisconsin
$603K – – –
LW
1956
Linscomb Wealth
Texas
$603K +$12.7K +38 +3%
MHR
1957
Matthew Hamilton Rosenberg
$602K +$46.3K +139 +10%
LTI
1958
Laffer Tengler Investments
Tennessee
$602K +$213K +639 +70%
QFA
1959
Quantum Financial Advisors
California
$602K – – –
SEIA
1960
Signature Estate & Investment Advisors
California
$600K -$44.3K -133 -8%
BEW
1961
Burton Enright Welch
California
$600K +$37K +111 +8%
SIM
1962
Sentry Investment Management
Wisconsin
$599K – – –
PFW
1963
Petros Family Wealth
Minnesota
$599K +$48.3K +145 +10%
SA
1964
SAM Advisors
California
$598K – – –
ACA
1965
Affinity Capital Advisors
California
$598K +$1.33K +4 +0.3%
LA
1966
LVW Advisors
New York
$597K -$203K -608 -28%
TA
1967
Tectonic Advisors
Texas
$596K +$2K +6 +0.4%
MA
1968
McBroom & Associates
Nevada
$596K – – –
SEM
1969
Strategic Equity Management
Arizona
$592K – – –
MWS
1970
MFA Wealth Services
California
$591K +$333 +1 +0.1%
AW
1971
Alteri Wealth
California
$591K +$12.3K +37 +2%
SWA
1972
SFMG Wealth Advisors
Texas
$583K -$78.3K -235 -14%
XT
1973
XTX Topco
Cayman Islands
$582K -$754K -2,263 -60%
FI
1974
Fractal Investments
Connecticut
$582K – – –
RC
1975
RBO & Co
California
$582K – – –