We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
851
Eldridge Investment Advisors
New Hampshire
$684K +$430K +3,388 +167%
BHA
852
Beech Hill Advisors
New York
$682K – – –
AT
853
Arden Trust
Delaware
$674K -$487K -3,837 -42%
RSWM
854
Robertson Stephens Wealth Management
California
$671K +$674K +5,309 New
BWAM
855
Boyd Watterson Asset Management
Ohio
$663K -$1.4K -11 -0.2%
WT
856
Washington Trust
Rhode Island
$661K -$54.4K -428 -8%
BMC
857
Beaton Management Company
Massachusetts
$661K +$26.3K +207 +4%
WFM
858
Wolff Financial Management
Michigan
$655K – – –
GVAG
859
Great Valley Advisor Group
Delaware
$654K -$292K -2,302 -31%
RIL
860
Rothschild Investment LLC
Illinois
$654K -$19.1K -150 -3%
RWA
861
River Wealth Advisors
Pennsylvania
$653K +$9.91K +78 +2%
LWCFA
862
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$653K +$528K +4,155 +409%
WOC
863
West Oak Capital
California
$652K +$28K +220 +4%
CWP
864
Capital Wealth Planning
Florida
$651K -$33.5M -263,922 -98%
FDS
865
First Dallas Securities
Texas
$651K -$54K -425 -8%
PA
866
Parallel Advisors
California
$650K +$36.2K +285 +6%
KWM
867
Kingsview Wealth Management
Oregon
$642K -$13.1K -103 -2%
UR
868
USCA RIA
Texas
$642K -$3.81K -30 -0.6%
CCA
869
Checchi Capital Advisers
California
$641K -$16.5K -130 -2%
IWM
870
IHT Wealth Management
Illinois
$641K +$48.2K +379 +8%
FNT
871
First National Trust
Pennsylvania
$638K -$56.9K -448 -8%
PA
872
Probity Advisors
Texas
$637K +$88K +693 +16%
VCA
873
Verdence Capital Advisors
Maryland
$633K +$37.1K +292 +6%
BFO
874
Biltmore Family Office
North Carolina
$632K -$1.27K -10 -0.2%
TU
875
TDAM USA
Ontario, Canada
$632K +$1.02K +8 +0.2%
33 34
35
36 37