We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
976
Argus Investors Counsel
New York
$1.95M – – –
PA
977
Parallel Advisors
California
$1.95M -$105K -406 -6%
ZF
978
Zhang Financial
Michigan
$1.95M +$118K +456 +7%
CWP
979
Concord Wealth Partners
Virginia
$1.95M +$235K +905 +16%
OCM
980
Orleans Capital Management
Louisiana
$1.95M +$88.2K +340 +5%
MWM
981
Modera Wealth Management
New Jersey
$1.94M -$122K -470 -7%
LAM
982
L2 Asset Management
Massachusetts
$1.93M +$1.61M +6,210 +1,923%
AIA
983
Affinity Investment Advisors
California
$1.93M +$135K +519 +9%
IA
984
Inspire Advisors
Idaho
$1.92M +$54.5K +210 +3%
CAM
985
Cozad Asset Management
Illinois
$1.92M +$150K +579 +10%
WCM
986
Weaver Capital Management
Georgia
$1.91M +$1.68M +6,471 New
RA
987
RFG Advisory
Alabama
$1.91M -$51.1K -197 -3%
FIA
988
Foundations Investment Advisors
Arizona
$1.89M +$17.1K +66 +1%
WP
989
WealthPLAN Partners
Nebraska
$1.89M +$7K +27 +0.4%
IAS
990
Insigneo Advisory Services
Florida
$1.89M +$557K +2,148 +50%
RF
991
Rollins Financial
Georgia
$1.89M +$547K +2,107 +49%
RFA
992
Rollins Financial Advisors
New York
$1.89M +$1.66M +6,395 New
EHWM
993
Eads & Heald Wealth Management
Georgia
$1.88M +$19.7K +76 +1%
HI
994
Harbour Investments
Wisconsin
$1.88M +$122K +469 +8%
TSW
995
Thompson Siegel & Walmsley
Virginia
$1.87M -$8.82K -34 -0.5%
VSQM
996
V-Square Quantitative Management
Illinois
$1.87M +$591K +2,280 +56%
CST
997
Charles Schwab Trust
Nevada
$1.86M – – –
CWAG
998
Compton Wealth Advisory Group
Virginia
$1.86M +$1.27M +4,889 +353%
FFM
999
Forum Financial Management
Illinois
$1.85M -$85.1K -328 -5%
SIA
1000
Strategic Investment Advisors
Michigan
$1.85M -$554K -2,134 -25%
38 39
40
41 42