We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LA
801
Lifeworks Advisors
Michigan
$3.5M +$443K +1,245 +13%
MWM
802
Mission Wealth Management
California
$3.5M +$924K +2,593 +32%
MAM
803
Mystic Asset Management
Rhode Island
$3.5M – – –
HT
804
Heritage Trust
Oklahoma
$3.5M +$272K +763 +8%
AAM
805
Advisors Asset Management
Colorado
$3.49M -$2.18M -6,124 -37%
RCMU
806
Rokos Capital Management (UK)
United Kingdom
$3.48M +$3.76M +10,558 New
GVAG
807
Great Valley Advisor Group
Delaware
$3.48M +$158K +444 +4%
DT
808
Diversified Trust
Tennessee
$3.48M +$1.04M +2,915 +38%
BBA
809
BLB&B Advisors
Pennsylvania
$3.47M +$5.34K +15 +0.1%
PEAK6
810
PEAK6
Illinois
$3.47M +$3.75M +10,518 +525,900%
ZF
811
Zhang Financial
Michigan
$3.46M +$473K +1,327 +14%
DIP
812
DT Investment Partners
Pennsylvania
$3.45M -$722K -2,026 -16%
VCA
813
Verdence Capital Advisors
Maryland
$3.43M -$67K -188 -2%
NP
814
NorthRock Partners
Minnesota
$3.41M +$98.7K +277 +3%
WPP
815
Whalerock Point Partners
Rhode Island
$3.41M -$160K -450 -4%
NGA
816
Naples Global Advisors
Florida
$3.38M +$145K +408 +4%
ATC
817
Argent Trust Co
Tennessee
$3.38M -$193K -542 -5%
CCM
818
Consolidated Capital Management
California
$3.38M +$223K +626 +7%
PA
819
Parallel Advisors
California
$3.37M +$47.7K +134 +1%
MWM
820
Modern Wealth Management
Kansas
$3.37M +$110K +310 +3%
VA
821
VestGen Advisors
Illinois
$3.37M +$3.64M +10,214 New
CWP
822
Concord Wealth Partners
Virginia
$3.37M +$347K +973 +11%
OCAM
823
Onex Canada Asset Management
Ontario, Canada
$3.34M -$9.97K -28 -0.3%
MWM
824
Mattern Wealth Management
Kansas
$3.33M +$223K +625 +7%
FFM
825
Fisher Funds Management
New Zealand
$3.31M – – –