We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWG
2251
Crown Wealth Group
North Carolina
$235K +$206K +796 New
CW
2252
Cook Wealth
North Carolina
$235K +$210K +809 New
SQA
2253
Simon Quick Advisors
New Jersey
$235K -$33.7K -130 -14%
RW
2254
Rede Wealth
Virginia
$235K +$4.93K +19 +2%
FVWA
2255
Foster Victor Wealth Advisors
South Carolina
$235K +$1.56K +6 +0.8%
BFW
2256
Brady Family Wealth
Missouri
$235K -$35K -135 -15%
KWM
2257
Kolinsky Wealth Management
New Jersey
$234K -$78.9K -304 -28%
BA
2258
Ballew Advisors
Mississippi
$234K -$8.82K -34 -4%
HI
2259
Hoey Investments
Pennsylvania
$234K -$1.61M -6,196 -89%
BFG
2260
Bouchey Financial Group
New York
$234K +$3.37K +13 +2%
WIM
2261
Westside Investment Management
California
$233K
ME
2262
McIlrath & Eck
Washington
$233K +$8.56K +33 +4%
RIM
2263
Redwood Investment Management
Arizona
$233K -$1.68M -6,481 -89%
OWM
2264
Orgel Wealth Management
Wisconsin
$232K +$204K +785 New
MP
2265
McDonald Partners
Ohio
$232K -$1.56K -6 -0.8%
AF
2266
Alerus Financial
North Dakota
$231K -$39.7K -153 -16%
PFWA
2267
Paces Ferry Wealth Advisors
Georgia
$231K +$7K +27 +4%
DI
2268
Disciplined Investments
Oklahoma
$230K
CIG
2269
Cascade Investment Group
Colorado
$229K
CCB
2270
Cutter & Co Brokerage
Missouri
$228K
CFO
2271
Collective Family Office
Pennsylvania
$228K +$200K +771 New
CRI
2272
Colonial River Investments
Virginia
$226K -$62K -239 -24%
CG
2273
CFO4Life Group
Texas
$226K -$3.89K -15 -2%
OPWM
2274
Oxinas Partners Wealth Management
Indiana
$225K -$29.6K -114 -13%
PCMM
2275
Piedmont Capital Management (Montana)
Montana
$225K -$12.2K -47 -6%