We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IP
701
Investment Partners
Ohio
$769K +$34.8K +343 +5%
SSWM
702
Smith Salley Wealth Management
North Carolina
$767K
CIS
703
Capital International Sarl
California
$763K +$71.1K +700 +11%
CB
704
Community Bank
New York
$762K -$77.3K -761 -10%
CWM
705
Cornerstone Wealth Management
Missouri
$762K +$25.6K +252 +4%
CL
706
CPWM LLC
Washington
$761K -$203 -2 -0%
TYCC
707
Texas Yale Capital Corp
Florida
$761K
Capstone Investment Advisors
708
Capstone Investment Advisors
New York
$756K -$7.52M -74,023 -91%
FTI
709
Fiduciary Trust International
Massachusetts
$755K -$9.85K -97 -1%
PNAA
710
Pictet North America Advisors
Switzerland
$752K -$610K -6,000 -46%
NAMA
711
Nikko Asset Management Americas
New York
$752K
HT
712
HighTower Trust
Texas
$751K -$5.16M -50,835 -88%
GC
713
Garde Capital
Washington
$751K
MWM
714
Meridian Wealth Management
Kentucky
$744K -$5.99K -59 -0.8%
FSA
715
Franklin Street Advisors
North Carolina
$737K
CFD
716
Creative Financial Designs
Indiana
$730K -$4.47K -44 -0.6%
SCM
717
SOL Capital Management
Maryland
$718K -$45.7K -450 -6%
DPIM
718
Duff & Phelps Investment Management
Illinois
$717K -$42.7K -420 -6%
TSW
719
Thompson Siegel & Walmsley
Virginia
$716K +$10.2K +100 +2%
GP
720
Girard Partners
Pennsylvania
$715K -$48.3K -475 -7%
RWA
721
Ropes Wealth Advisors
Massachusetts
$715K -$305 -3 -0%
BFG
722
Barber Financial Group
Kansas
$715K +$203 +2 +0%
WG
723
Winton Group
United Kingdom
$715K +$676K +6,652 New
PL
724
Plancorp LLC
Missouri
$709K -$27.8K -274 -4%
CI
725
Capital International
California
$709K