We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PSI
876
Pinnacle Summer Investments
Virginia
$227K +$167K +2,182 +166%
CAG
877
Crestwood Advisors Group
Massachusetts
$226K – – –
CP
878
Camelot Portfolios
Ohio
$225K -$619K -8,095 -70%
AFG
879
Albion Financial Group
Utah
$224K – – –
HA
880
Halsey Associates
Connecticut
$222K – – –
BHIA
881
Birch Hill Investment Advisors
Massachusetts
$221K – – –
PGIM
882
Pacific Global Investment Management
California
$220K -$316K -4,131 -55%
WEC
883
Winslow Evans & Crocker
Massachusetts
$220K -$30.9K -404 -11%
NAM
884
North American Management
Massachusetts
$218K -$10.2K -133 -4%
BRM
885
Boston Research & Management
Massachusetts
$217K -$765 -10 -0.3%
BLAM
886
Bourne Lent Asset Management
New York
$216K – – –
CRC
887
Curi RMB Capital
Illinois
$215K -$1.22K -16 -0.5%
TFO
888
Tarbox Family Office
California
$215K +$3.37K +44 +1%
WCM
889
Windsor Capital Management
Arizona
$214K -$35.9K -469 -13%
P
890
Pitcairn
Pennsylvania
$213K -$63.8K -834 -20%
SIA
891
Starfire Investment Advisers
Michigan
$212K – – –
LFR
892
Lehman Financial Resources
Pennsylvania
$212K +$3.82K +50 +2%
MPWT
893
MassMutual Private Wealth & Trust
Connecticut
$211K +$2.91K +38 +2%
CWM
894
Cabot Wealth Management
Massachusetts
$210K -$3.14K -41 -1%
GC
895
Grimes & Company
Massachusetts
$210K +$7.65K +100 +3%
PFS
896
Prospera Financial Services
Texas
$209K -$97.8K -1,278 -25%
DHFB
897
Dixon Hubard Feinour & Brown
Virginia
$207K -$9.56K -125 -4%
AP
898
AHL Partners
United Kingdom
$206K -$434K -5,680 -64%
WAM
899
Winslow Asset Management
Ohio
$206K -$30.6K -400 -11%
MCWS
900
McKinley Carter Wealth Services
West Virginia
$204K -$2.14K -28 -0.9%
34 35
36
37 38