We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPL
2301
CAP Partners LLC
Tennessee
$270K -$1.04K -3 -0.4%
WFAG
2302
Wescott Financial Advisory Group
Pennsylvania
$269K +$3.12K +9 +1%
IFS
2303
Ifrah Financial Services
Arkansas
$269K -$26.7K -77 -9%
SW
2304
SMART Wealth
Nebraska
$268K +$22.2K +64 +9%
CFGA
2305
Cambridge Financial Group (Arizona)
Arizona
$267K – – –
APW
2306
Axim Planning & Wealth
Ohio
$266K – – –
PHS
2307
Pekin Hardy Strauss
Illinois
$266K +$347 +1 +0.1%
SFS
2308
Symphony Financial Services
Ohio
$266K +$110K +316 New
SWA
2309
Sightline Wealth Advisors
Connecticut
$265K +$276K +797 New
CVM
2310
Cheviot Value Management
California
$264K – – –
FPB
2311
First PREMIER Bank
South Dakota
$263K -$1.73K -5 -0.6%
BFG
2312
Bouchey Financial Group
New York
$263K – – –
DI
2313
Disciplined Investments
Oklahoma
$262K +$3.12K +9 +1%
SEP
2314
Southland Equity Partners
Missouri
$262K +$693 +2 +0.3%
MP
2315
McDonald Partners
Ohio
$261K -$693 -2 -0.3%
CAL
2316
Capital Analysts LLC
Pennsylvania
$261K +$40.6K +117 +18%
AT
2317
Avalon Trust
New Mexico
$260K – – –
MCP
2318
Mirador Capital Partners
California
$259K -$34.3K -99 -11%
LIG
2319
Lokken Investment Group
Delaware
$259K +$49.2K +142 +22%
KOC
2320
Koss-Olinger Consulting
Florida
$259K +$270K +778 New
JCM
2321
Jag Capital Management
Missouri
$258K +$693 +2 +0.3%
CUAMC
2322
China Universal Asset Management Company
China
$257K +$268K +773 New
CCB
2323
Cutter & Co Brokerage
Missouri
$257K – – –
PGWM
2324
Parisi Gray Wealth Management
New Jersey
$257K – – –
FL
2325
Fort LP
Maryland
$254K +$67.6K +195 +34%
91 92
93
94 95