We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
1026
Zions Bancorporation
Utah
$1.11M +$5.03K +25 +0.5%
TMAM
1027
Tokio Marine Asset Management
Japan
$1.11M +$67.7K +336 +7%
QCM
1028
Quantinno Capital Management
New York
$1.11M +$1.08M +5,349 New
SCM
1029
Schnieders Capital Management
California
$1.1M +$50.3K +250 +5%
DF
1030
Donoghue Forlines
Massachusetts
$1.1M +$1.07M +5,329 New
CWP
1031
CFM Wealth Partners
Texas
$1.1M -$44.9K -223 -4%
TWP
1032
Tempus Wealth Planning
California
$1.1M
GL
1033
Graypoint LLC
New York
$1.09M +$55.4K +275 +6%
CAG
1034
Csenge Advisory Group
Florida
$1.08M +$120K +598 +14%
Los Angeles Capital Management
1035
Los Angeles Capital Management
California
$1.08M +$448K +2,226 +74%
IFWM
1036
Institute for Wealth Management
Colorado
$1.07M -$7.45K -37 -0.7%
RWM
1037
Ritholtz Wealth Management
New York
$1.06M +$48.9K +243 +5%
RCM
1038
RNC Capital Management
California
$1.05M +$48.3K +240 +5%
RSWM
1039
Robertson Stephens Wealth Management
California
$1.05M +$278K +1,380 +37%
LWM
1040
Laidlaw Wealth Management
New York
$1.05M +$1.02M +5,081 New
HCM
1041
Howland Capital Management
Massachusetts
$1.05M -$4.04M -20,058 -80%
GLA
1042
Good Life Advisors
Pennsylvania
$1.04M -$1.52M -7,565 -60%
SIM
1043
Sentry Investment Management
Wisconsin
$1.04M +$145K +719 +17%
QFA
1044
Quattro Financial Advisors
Texas
$1.03M
HA
1045
HYA Advisors
Missouri
$1.03M -$805 -4 -0.1%
LWAM
1046
Legacy Wealth Asset Management
Minnesota
$1.03M +$25.6K +127 +3%
AWA
1047
Arkadios Wealth Advisors
Georgia
$1.03M +$72.1K +358 +8%
SG
1048
StoneX Group
New York
$1.02M +$392K +1,949 +65%
FFM
1049
Forum Financial Management
Illinois
$1.02M +$993K +4,931 New
NFG
1050
Nations Financial Group
Iowa
$1.02M +$92K +457 +10%