We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
351
Independent Advisor Alliance
North Carolina
$15.2M -$1.25M -3,513 -7%
II
352
Inspire Investing
Idaho
$15.2M +$1.02M +2,873 +7%
FNBT
353
FineMark National Bank & Trust
Florida
$15.2M -$5.12M -14,380 -24%
FNT
354
First National Trust
Pennsylvania
$15.1M -$1.26M -3,541 -7%
SW
355
SlateStone Wealth
Florida
$14.9M +$1.7M +4,782 +12%
AAIM
356
American Assets Investment Management
California
$14.8M
SC
357
Savant Capital
Illinois
$14.8M -$5.78M -16,217 -27%
GAM
358
Generali Asset Management
Italy
$14.8M -$3.23M -9,071 -17%
IAN
359
Integrated Advisors Network
Texas
$14.8M -$5.07M -14,239 -24%
HC
360
Henshaw Capital
Massachusetts
$14.6M +$3.66M +10,275 +30%
HWM
361
HB Wealth Management
Georgia
$14.5M +$2.25M +6,311 +17%
RIM
362
Rakuten Investment Management
Japan
$14.4M +$15.6M +43,818 New
AIA
363
Allied Investment Advisors
Montana
$14.2M +$434K +1,217 +3%
GT
364
Glenmede Trust
Pennsylvania
$14.1M -$8.29M -23,282 -35%
AM
365
Atwater Malick
Pennsylvania
$14.1M +$183K +514 +1%
SIC
366
Salem Investment Counselors
North Carolina
$14M +$108K +304 +0.7%
Dodge & Cox
367
Dodge & Cox
California
$13.8M -$8.9K -25 -0.1%
SWM
368
Segment Wealth Management
Texas
$13.8M +$437K +1,227 +3%
CANC
369
Culbertson A N & Co
Virginia
$13.8M -$3.21K -9 -0%
Acadian Asset Management
370
Acadian Asset Management
Massachusetts
$13.8M +$10.2M +28,650 +219%
SCTC
371
Sanibel Captiva Trust Company
Florida
$13.7M -$1.66M -4,650 -10%
SCA
372
Stillwater Capital Advisors
Pennsylvania
$13.7M +$113K +318 +0.8%
BCM
373
Birmingham Capital Management
Alabama
$13.7M -$965K -2,710 -6%
NCM
374
Noesis Capital Mangement
Florida
$13.7M +$274K +769 +2%
OPERF
375
Oregon Public Employees Retirement Fund
Oregon
$13.5M -$130K -364 -0.9%