We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
551
Stratos Wealth Partners
Ohio
$1.17M +$78.6K +1,172 +8%
PFS
552
Physicians Financial Services
North Carolina
$1.17M -$13.1K -195 -1%
1SB
553
1ST Source Bank
Indiana
$1.17M +$103K +1,537 +11%
SNT
554
Security National Trust
West Virginia
$1.16M +$5.63K +84 +0.6%
MA
555
Marshwinds Advisory
Georgia
$1.16M +$134 +2 +0%
PH
556
Pinnacle Holdings
Oklahoma
$1.15M -$3.56K -53 -0.4%
CPO
557
Cerity Partners OCIO
New York
$1.14M +$142K +2,118 +17%
ATC
558
Adirondack Trust Company
New York
$1.14M -$13.4K -200 -1%
DMC
559
Drexel Morgan & Co
Pennsylvania
$1.14M +$13.4K +200 +1%
WSFS
560
Wilmington Savings Fund Society
Delaware
$1.14M +$37.4K +557 +4%
IA
561
IFP Advisors
Florida
$1.14M -$1.78M -26,548 -76%
SCM
562
Schnieders Capital Management
California
$1.14M -$6.71K -100 -0.7%
SSP
563
Sapphire Star Partners
Washington
$1.13M – – –
FFWA
564
FRG Family Wealth Advisors
Washington
$1.12M -$93.9K -1,400 -9%
ST
565
Spinnaker Trust
Maine
$1.12M +$161K +2,400 +20%
AT
566
Arden Trust
Delaware
$1.12M +$77.9K +1,161 +9%
HK
567
Horizon Kinetics
New York
$1.1M -$20.1K -300 -2%
11A
568
10-15 Associates
New York
$1.1M -$55.7K -831 -5%
CC
569
ClearArc Capital
Ohio
$1.09M -$2.75K -41 -0.3%
SHA
570
Smith Hayes Advisers
Nebraska
$1.08M -$52.9K -789 -5%
EWM
571
Endurance Wealth Management
Rhode Island
$1.08M -$52.5K -783 -5%
HFM
572
Hartford Financial Management
Connecticut
$1.07M +$2.75K +41 +0.3%
Nomura Holdings
573
Nomura Holdings
Japan
$1.07M +$959K +14,298 New
JIC
574
Johnson Investment Counsel
Ohio
$1.07M +$96.8K +1,443 +12%
RJT
575
Raymond James Trust
Florida
$1.06M -$43.1K -643 -4%