We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
2401
Cerro Pacific Wealth Advisors
California
$276K +$712 +2 +0.3%
UAG
2402
United Advisor Group
Ohio
$276K -$121K -340 -29%
SBWIC
2403
Schaper Benz & Wise Investment Counsel
Wisconsin
$275K -$6.05K -17 -2%
Walleye Capital
2404
Walleye Capital
New York
$275K -$2.08M -5,830 -87%
LGG
2405
Luts & Greenleigh Group
Maryland
$274K -$13.9K -39 -4%
OL
2406
one8zero8 LLC
North Carolina
$273K -$357K -1,001 -55%
TPA
2407
Trivium Point Advisory
Connecticut
$273K +$44.2K +124 +18%
TIM
2408
Tortoise Investment Management
New York
$273K -$37.4K -105 -11%
CWM
2409
ClientFirst Wealth Management
Arkansas
$273K
MAM
2410
Marotta Asset Management
Virginia
$273K +$356 +1 +0.1%
BWA
2411
Blodgett Wealth Advisors
California
$273K
BW
2412
BXM Wealth
Colorado
$272K +$72K +202 +32%
EWA
2413
Encompass Wealth Advisors
Oregon
$272K
R
2414
Rebalance
California
$272K -$43.1K -121 -13%
CAM
2415
Concorde Asset Management
Michigan
$272K +$8.19K +23 +3%
AWCI
2416
Alpine Woods Capital Investors
New York
$271K
VCM
2417
Vision Capital Management
Oregon
$270K -$71.2K -200 -20%
OCM
2418
Orion Capital Management
California
$270K
CWA
2419
Canvas Wealth Advisors
Kansas
$270K +$5.34K +15 +2%
HIIFS
2420
Harel Insurance Investments & Financial Services
Israel
$270K +$291K +818 New
QFW
2421
QTR Family Wealth
Florida
$270K +$291K +818 New
FCM
2422
Family Capital Management
Michigan
$269K +$36.3K +102 +14%
BWG
2423
Berry Wealth Group
Texas
$269K +$291K +816 New
APW
2424
Axim Planning & Wealth
Ohio
$269K +$5.7K +16 +2%
TWD
2425
True Wealth Design
Ohio
$269K -$7.12K -20 -2%