We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
1001
Squar Milner Financial Services
California
$512K +$105K +795 +27%
CAG
1002
Crestwood Advisors Group
Massachusetts
$512K +$205K +1,552 +70%
AIC
1003
Ameritas Investment Company
Nebraska
$511K -$630K -4,771 -56%
CC
1004
Courier Capital
New York
$510K -$19.7K -149 -4%
CHA
1005
Carmichael Hill & Associates
Maryland
$505K +$4.63K +35 +1%
TNBTD
1006
Trustmark National Bank Trust Department
Mississippi
$504K -$75.3K -570 -13%
WLIM
1007
White Lighthouse Investment Management
Massachusetts
$504K – – –
FNBSF
1008
First National Bank Sioux Falls
South Dakota
$499K – – –
WWM
1009
Western Wealth Management
Colorado
$497K -$191K -1,443 -28%
SIM
1010
Stratos Investment Management
Ohio
$497K +$60.3K +456 +14%
BCM
1011
Brasada Capital Management
Texas
$496K +$6.47K +49 +1%
CI
1012
Capital Innovations
Wisconsin
$495K -$14.7K -111 -3%
EWM
1013
Evermay Wealth Management
Virginia
$493K +$33K +250 +7%
TAIM
1014
TD Ameritrade Investment Management
Nebraska
$493K +$88.5K +670 +23%
SMH
1015
Sanders Morris Harris
Texas
$491K +$79.3K +600 +20%
CAM
1016
Cresset Asset Management
Illinois
$487K -$36.2K -274 -7%
VC
1017
Vicus Capital
Pennsylvania
$487K +$59.3K +449 +14%
DAM
1018
Doheny Asset Management
California
$486K +$161K +1,215 +52%
PAMG
1019
Patton Albertson Miller Group
Tennessee
$486K +$537K +4,067 New
NB
1020
Nicolet Bankshares
Wisconsin
$485K – – –
CA
1021
Cumberland Advisors
Florida
$484K – – –
SAA
1022
Southeast Asset Advisors
Georgia
$482K -$71.4K -540 -13%
ERIM
1023
Eagle Ridge Investment Management
Connecticut
$482K – – –
BCMO
1024
Buckingham Capital Management (Ohio)
Ohio
$481K -$69.6K -527 -13%
MCM
1025
MV Capital Management
Maryland
$481K +$52.5K +397 +13%
39 40
41
42 43