We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
676
Court Place Advisors
Maryland
$724K
BFA
677
Bragg Financial Advisors
North Carolina
$721K -$7.57K -80 -1%
ADL
678
Asset Dedication LLC
California
$721K -$6.72K -71 -0.9%
MPI
679
Mairs & Power Inc
Minnesota
$720K +$7.57K +80 +1%
FWM
680
Focused Wealth Management
New York
$719K -$11.5K -122 -2%
IAMOG
681
Investors Asset Management of Georgia
Georgia
$716K -$80.5K -850 -10%
DLA
682
Douglas Lane & Associates
New York
$708K -$174K -1,837 -19%
PTC
683
Private Trust Company
Ohio
$700K +$134K +1,413 +23%
AIA
684
Allegis Investment Advisors
Idaho
$698K +$45.8K +484 +7%
IPC
685
Independent Portfolio Consultants
Florida
$697K +$236K +2,495 +50%
TIA
686
Tiemann Investment Advisors
California
$693K -$14.2K -150 -2%
LNC
687
Lincoln National Corp
Pennsylvania
$693K +$486K +5,131 +219%
RCAG
688
Rehmann Capital Advisory Group
Michigan
$692K -$104K -1,097 -13%
QIM
689
Quest Investment Management
Oregon
$690K
Verition Fund Management
690
Verition Fund Management
Connecticut
$685K +$361K +3,815 +107%
PAM
691
Palisade Asset Management
Minnesota
$683K -$9.47K -100 -1%
CWP
692
Capital Wealth Planning
Florida
$675K
WA
693
Waverly Advisors
Alabama
$670K +$684K +7,224 New
EVC
694
Eidelman Virant Capital
Missouri
$669K
CCM
695
Crossvault Capital Management
Texas
$666K +$80.5K +850 +13%
SSWM
696
Smith Salley Wealth Management
North Carolina
$662K
SCM
697
SOL Capital Management
Maryland
$662K
FTI
698
Fiduciary Trust International
Massachusetts
$661K +$24K +254 +4%
GP
699
Girard Partners
Pennsylvania
$661K +$143K +1,510 +27%
DPIM
700
Duff & Phelps Investment Management
Illinois
$658K -$13.3K -140 -2%