We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
926
BCM Advisors
Louisiana
$1.52M – – –
AAM
927
AR Asset Management
California
$1.51M – – –
SCA
928
STALEY CAPITAL ADVISERS
Pennsylvania
$1.51M – – –
HKAM
929
Horizon Kinetics Asset Management
New York
$1.51M +$36.7K +175 +3%
CWS
930
Confluence Wealth Services
Pennsylvania
$1.51M -$12.4K -59 -0.9%
HCM
931
Hilton Capital Management
New York
$1.51M – – –
DLA
932
Douglas Lane & Associates
New York
$1.5M +$210 +1 +0%
ANTB
933
AMG National Trust Bank
Colorado
$1.5M – – –
SMC
934
Smith, Moore & Co
Missouri
$1.5M -$839 -4 -0.1%
CT
935
Clearstead Trust
Maine
$1.49M – – –
SCA
936
Southern Capital Advisors
Tennessee
$1.49M -$8.18K -39 -0.6%
TC
937
Titleist Capital
Texas
$1.49M +$681K +3,246 +95%
LB
938
Legacy Bridge
Iowa
$1.48M – – –
HTC
939
Haverford Trust Company
Pennsylvania
$1.48M +$187K +893 +15%
WBCM
940
Wilson & Boucher Capital Management
California
$1.48M +$52.4K +250 +4%
SSW
941
Stone Summit Wealth
Florida
$1.47M +$427K +2,034 +44%
GVAG
942
Great Valley Advisor Group
Delaware
$1.46M +$22.9K +109 +2%
NL
943
NVWM LLC
Pennsylvania
$1.46M +$1.25M +5,959 +993%
RDIA
944
RE Dickinson Investment Advisors
Iowa
$1.46M – – –
TWI
945
Thomas White International
Illinois
$1.46M – – –
FSA
946
Franklin Street Advisors
North Carolina
$1.45M +$4.61K +22 +0.3%
WG
947
Winton Group
United Kingdom
$1.45M -$840K -4,007 -38%
SW
948
SVB Wealth
Massachusetts
$1.45M +$63.1K +301 +5%
AIA
949
Affinity Investment Advisors
California
$1.44M +$1.36M +6,482 New
MWM
950
Maltin Wealth Management
New Jersey
$1.44M +$396K +1,888 +41%
36 37
38
39 40