We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
Avior Wealth Management
Nebraska
$467K – – –
FNBSF
1027
First National Bank Sioux Falls
South Dakota
$465K – – –
RA
1028
RFG Advisory
Alabama
$464K -$175K -1,342 -27%
AFNAS
1029
American Financial Network Advisory Services
California
$464K -$23.7K -182 -5%
BHA
1030
Beech Hill Advisors
New York
$464K +$254K +1,950 +115%
3C
1031
361 Capital
Colorado
$462K -$29.4K -226 -6%
PFM
1032
Parsec Financial Management
North Carolina
$461K +$3.12K +24 +0.7%
BCM
1033
Brasada Capital Management
Texas
$458K +$65.8K +506 +16%
WP
1034
WMS Partners
Maryland
$457K -$18.7K -144 -4%
WMG
1035
WESCAP Management Group
California
$457K – – –
CG
1036
Cynosure Group
Utah
$457K +$468K +3,600 New
PCG
1037
Private Capital Group
Connecticut
$456K -$16.8K -129 -3%
CAI
1038
Capital Advisors Inc
Oklahoma
$455K +$106K +817 +30%
RMDI
1039
R.M. Davis Inc
Maine
$454K -$19.5K -150 -4%
NIT
1040
NumerixS Investment Technologies
British Columbia, Canada
$453K -$184K -1,415 -28%
NB
1041
Nicolet Bankshares
Wisconsin
$452K -$3.9K -30 -0.8%
AIM
1042
Anchor Investment Management
South Carolina
$451K -$72.9K -560 -14%
WDA
1043
Wendell David Associates
New Hampshire
$451K – – –
CA
1044
Cumberland Advisors
Florida
$451K +$462K +3,550 New
ERIM
1045
Eagle Ridge Investment Management
Connecticut
$449K – – –
KFA
1046
Kelleher Financial Advisors
New York
$448K +$651 +5 +0.1%
TC
1047
TownSquare Capital
Utah
$447K +$441K +3,390 New
CAM
1048
Cresset Asset Management
Illinois
$447K +$458K +3,519 New
CIAS
1049
Capital Investment Advisory Services
North Carolina
$446K -$23.3K -179 -5%
MBT
1050
Montecito Bank & Trust
California
$446K +$5.2K +40 +1%
40 41
42
43 44