We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WBCM
1001
Wilson & Boucher Capital Management
California
$2.3M -$222K -694 -10%
FCP
1002
Fidelis Capital Partners
Florida
$2.28M +$595K +1,861 +43%
RWA
1003
River Wealth Advisors
Pennsylvania
$2.28M +$151K +471 +8%
CCA
1004
Checchi Capital Advisers
California
$2.28M +$27.5K +86 +1%
HTC
1005
Haverford Trust Company
Pennsylvania
$2.27M +$32K +100 +2%
MWM
1006
Mission Wealth Management
California
$2.27M +$572K +1,789 +40%
EHWM
1007
Eads & Heald Wealth Management
Georgia
$2.27M -$53.7K -168 -3%
ZIG
1008
Zurich Insurance Group
Switzerland
$2.27M +$1.98M +6,200 New
FFM
1009
Forum Financial Management
Illinois
$2.27M -$22.4K -70 -1%
GWP
1010
Gen-Wealth Partners
Michigan
$2.27M +$1.98M +6,188 New
WPW
1011
Watershed Private Wealth
Illinois
$2.27M -$9.59K -30 -0.5%
AI
1012
AXS Investments
New York
$2.25M -$356K -1,113 -15%
OPCM
1013
Osborne Partners Capital Management
California
$2.25M -$20.8K -65 -1%
CT
1014
Coastline Trust
Rhode Island
$2.23M -$38.4K -120 -2%
SP
1015
Symmetry Partners
Connecticut
$2.22M -$42.8K -134 -2%
BFA
1016
Bragg Financial Advisors
North Carolina
$2.21M -$22.7K -71 -1%
JFGIW
1017
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.2M +$395K +1,236 +26%
COA
1018
Crown Oak Advisors
California
$2.2M – – –
SIG
1019
Stonegate Investment Group
Alabama
$2.2M +$1.6K +5 +0.1%
KMWM
1020
Keudell/Morrison Wealth Management
Oregon
$2.19M -$4.79K -15 -0.3%
FNBSF
1021
First National Bank Sioux Falls
South Dakota
$2.19M – – –
RG
1022
Richelieu Gestion
France
$2.18M -$1.12M -3,492 -37%
ERIC
1023
Eagle Rock Investment Company
Georgia
$2.17M +$240K +750 +14%
FFA
1024
Farther Finance Advisors
California
$2.17M +$199K +624 +12%
WTB
1025
Washington Trust Bank
Washington
$2.17M +$10.5K +33 +0.6%
39 40
41
42 43