We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
2051
Tyler-Stone Wealth Management
Ohio
$267K -$6.24K -23 -2%
IFS
2052
Ifrah Financial Services
Arkansas
$264K +$4.07K +15 +2%
GFG
2053
Goldstone Financial Group
Illinois
$264K -$22.5K -83 -8%
FAG
2054
Fortitude Advisory Group
Washington
$264K +$9.77K +36 +4%
ITFISA
2055
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$263K +$124K +458 +90%
HCM
2056
Highview Capital Management
Illinois
$262K – – –
SWIM
2057
Smallwood Wealth Investment Management
New Jersey
$261K +$30.7K +113 +13%
FG
2058
Foster Group
Iowa
$261K -$3.8K -14 -1%
QAM
2059
Q3 Asset Management
Michigan
$261K +$260K +958 New
Legacy Financial Group (Iowa)
2060
Legacy Financial Group (Iowa)
Iowa
$261K +$259K +956 New
CCFM
2061
Clear Creek Financial Management
Washington
$260K -$500K -1,843 -66%
MWM
2062
MinichMacGregor Wealth Management
New York
$260K +$259K +953 New
CF
2063
Convergence Financial
Missouri
$260K +$259K +953 New
HIIFS
2064
Harel Insurance Investments & Financial Services
Israel
$260K -$75.7K -279 -23%
FA
2065
FDx Advisors
Illinois
$260K -$21.2K -78 -8%
AFM
2066
Abbot Financial Management
Massachusetts
$259K – – –
SFP
2067
Sterling Financial Planning
New Jersey
$259K – – –
WRM
2068
Weybosset Research & Management
Rhode Island
$259K – – –
WCM
2069
Wedge Capital Management
North Carolina
$257K -$7.33K -27 -3%
GWA
2070
GGM Wealth Advisors
Maryland
$257K +$543 +2 +0.2%
OFG
2071
Oxford Financial Group
Indiana
$256K -$144K -532 -36%
CA
2072
Crane Advisory
California
$256K – – –
DWA
2073
Dorsey Wright & Associates
California
$256K +$255K +939 New
HL
2074
HeadInvest LLC
Maine
$255K – – –
AF
2075
Alerus Financial
North Dakota
$255K -$31.5K -116 -11%