We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
2551
Revolve Wealth Partners
New Jersey
$226K +$6.77K +19 +3%
AF
2552
Alerus Financial
North Dakota
$226K -$7.12K -20 -3%
GAM
2553
Gemmer Asset Management
California
$225K -$4.99K -14 -2%
PTB
2554
Pioneer Trust Bank
Oregon
$225K
VV
2555
Verity & Verity
South Carolina
$225K -$161K -451 -40%
KW
2556
KWB Wealth
California
$225K
KOMWMG
2557
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$225K +$6.05K +17 +3%
IFS
2558
Ifrah Financial Services
Arkansas
$224K -$21.7K -61 -8%
PMA
2559
Prudent Man Advisors
Illinois
$224K
GI
2560
GAMCO Investors
Connecticut
$224K +$32.4K +91 +15%
MHC
2561
May Hill Capital
Massachusetts
$224K -$25.3K -71 -9%
PWM
2562
Penobscot Wealth Management
Maine
$223K +$241K +677 New
CAM
2563
Claret Asset Management
Quebec, Canada
$223K -$7.84K -22 -3%
TFP
2564
Tilia Fiduciary Partners
North Carolina
$222K -$13.5K -38 -5%
BSHC
2565
Breed's Hill Capital
Massachusetts
$221K
OQS
2566
Occudo Quantitative Strategies
Florida
$221K -$2.12M -5,955 -90%
Cohen & Steers
2567
Cohen & Steers
New York
$221K -$89.4K -251 -27%
POIA
2568
Pin Oak Investment Advisors
Texas
$221K +$120K +337 +145%
FIBT
2569
First International Bank & Trust
North Dakota
$221K -$19.6K -55 -8%
AGC
2570
Aspen Grove Capital
Colorado
$220K +$238K +668 New
SLT
2571
St Louis Trust
Missouri
$220K +$238K +668 New
MWM
2572
Meritas Wealth Management
California
$220K -$11.8K -33 -5%
PP
2573
Patron Partners
Texas
$220K +$1.43K +4 +0.6%
PS
2574
Planned Solutions
California
$219K
S
2575
SharpePoint
Arizona
$218K +$253K +710 New