We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
1001
Arbor Trust Wealth Advisors
Michigan
$1.03M +$119K +565 +11%
FFA
1002
Founders Financial Alliance
North Carolina
$1.03M +$553K +2,622 +84%
TI
1003
Trexquant Investment
Connecticut
$1.03M +$1.21M +5,748 New
BTWM
1004
Baker Tilly Wealth Management
Wisconsin
$1.02M +$4K +19 +0.3%
SG
1005
StoneX Group
New York
$1.02M -$123K -582 -9%
WP
1006
WMS Partners
Maryland
$1.02M +$317K +1,504 +36%
FLPIM
1007
F.L. Putnam Investment Management
Massachusetts
$1.02M +$417K +1,978 +53%
SP
1008
Symmetry Partners
Connecticut
$1.02M -$44.7K -212 -4%
RIL
1009
Rothschild Investment LLC
Illinois
$1.01M +$56.3K +267 +5%
TWP
1010
Tempus Wealth Planning
California
$1.01M -$3.79K -18 -0.3%
PIM
1011
Penobscot Investment Management
Massachusetts
$1M -$10.5K -50 -0.9%
CS
1012
Comerica Securities
Michigan
$1M +$61.7K +293 +6%
SIG
1013
Sargent Investment Group
Maryland
$1M +$172K +815 +17%
SFFS
1014
Stonehage Fleming Financial Services
Jersey
$998K – – –
DJSG
1015
D.J. St. Germain
Massachusetts
$992K -$7.17K -34 -0.6%
NFG
1016
Nations Financial Group
Iowa
$992K +$88.3K +419 +8%
BFG
1017
Barber Financial Group
Kansas
$989K +$6.74K +32 +0.6%
AAM
1018
Aureus Asset Management
Massachusetts
$984K -$881K -4,179 -43%
VST
1019
Van Strum & Towne
California
$981K -$25.3K -120 -2%
AWM
1020
Apollon Wealth Management
South Carolina
$977K +$9.9K +47 +0.9%
QI
1021
Qtron Investments
Massachusetts
$977K +$1.15M +5,463 New
MHS
1022
M Holdings Securities
Oregon
$974K -$58.8K -279 -5%
EB
1023
Eastern Bank
Massachusetts
$974K +$7.38K +35 +0.6%
NCGI
1024
Next Century Growth Investors
Minnesota
$973K -$2.27M -10,785 -66%
CWP
1025
CFM Wealth Partners
Texas
$973K +$7.17K +34 +0.6%
39 40
41
42 43