We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2226
Versant Capital Management
Arizona
$417K -$127K -382 -26%
DC
2227
DeDora Capital
California
$416K +$27K +81 +8%
AWC
2228
Adamsbrown Wealth Consultants
Kansas
$415K +$356K +1,069 New
4WM
2229
49 Wealth Management
Texas
$414K +$17.7K +53 +5%
RMC
2230
Ring Mountain Capital
California
$414K – – –
PWW
2231
Pettyjohn Wood & White
Virginia
$413K – – –
SNBOSCI
2232
Security National Bank of Sioux City Iowa
Iowa
$413K +$66.7K +200 +23%
MWA
2233
Meridian Wealth Advisors
Texas
$413K – – –
SFC
2234
SYM Financial Corp
Indiana
$412K +$19.7K +59 +6%
NAM
2235
NTV Asset Management
West Virginia
$411K +$333 +1 +0.1%
VP
2236
Verum Partners
North Carolina
$411K +$8.67K +26 +3%
CIC
2237
Chilton Investment Company
Connecticut
$411K +$353K +1,059 New
CWM
2238
Crowley Wealth Management
Delaware
$410K -$28.3K -85 -7%
MWA
2239
Miller Wealth Advisors
Colorado
$410K – – –
KFA
2240
Kelleher Financial Advisors
New York
$410K -$333 -1 -0.1%
OFA
2241
Onyx Financial Advisors
Idaho
$410K +$1.33K +4 +0.4%
WAG
2242
Wallace Advisory Group
California
$410K -$48K -144 -10%
AI
2243
AXS Investments
New York
$409K -$199K -597 -36%
AFA
2244
Antonelli Financial Advisors
Michigan
$409K – – –
FCT
2245
First Community Trust
Iowa
$408K – – –
RWM
2246
Rockline Wealth Management
New York
$407K -$26K -78 -7%
FP
2247
Financial Perspectives
Minnesota
$407K – – –
FBT
2248
First Bankers Trust
Kentucky
$407K – – –
PWP
2249
Phillips Wealth Planners
Mississippi
$405K +$7.33K +22 +2%
FHB
2250
First Hawaiian Bank
Hawaii
$405K – – –
88 89
90
91 92