We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1001
Saturna Capital
Washington
$43K +$44.1K +631 New
JAM
1002
Jolley Asset Management
North Carolina
$41K – – –
WRM
1003
Westport Resources Management
Connecticut
$40K -$69.9K -1,000 -63%
GI
1004
Gradient Investments
Minnesota
$40K – – –
AWM
1005
Avior Wealth Management
Nebraska
$38K +$70 +1 +0.2%
CPIG
1006
Chicago Partners Investment Group
Illinois
$37K +$70 +1 +0.2%
QCG
1007
Quadrant Capital Group
Ohio
$35K -$71.2K -1,018 -65%
AFIA
1008
America First Investment Advisors
Nebraska
$34K – – –
OP
1009
Oldfield Partners
United Kingdom
$34K – – –
ARMC
1010
American Research & Management Company
Massachusetts
$31K – – –
FPB
1011
First PREMIER Bank
South Dakota
$31K +$31.4K +449 New
PIM
1012
Parasol Investment Management
Illinois
$28K – – –
KA
1013
Klingman & Associates
New York
$27K – – –
SFG
1014
Sage Financial Group
Pennsylvania
$27K – – –
VCM
1015
Versant Capital Management
Arizona
$27K +$28.3K +405 New
H
1016
Hexavest
Quebec, Canada
$26K – – –
HR
1017
Howe & Rusling
New York
$25K -$69.9K -1,000 -73%
M
1018
MOTCO
Texas
$25K -$6.78K -97 -21%
LWM
1019
Lenox Wealth Management
Ohio
$25K +$26.2K +375 New
CBT
1020
Central Bank & Trust
Kentucky
$24K – – –
EWM
1021
Edge Wealth Management
New York
$20K -$17.8K -255 -46%
EMA
1022
Efficient Market Advisors
California
$20K – – –
TRCT
1023
Tower Research Capital (TRC)
New York
$20K +$9.37K +134 +81%
WAS
1024
WESPAC Advisors SoCal
California
$19K +$19.7K +282 New
FMT
1025
First Mercantile Trust
Tennessee
$17K – – –