We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1026
Benedict Financial Advisors
Georgia
$1.73M -$50.8K -196 -3%
BP
1027
Ballentine Partners
Massachusetts
$1.72M +$7K +27 +0.5%
SCM
1028
Spreng Capital Management
Ohio
$1.72M -$90.5K -349 -6%
CIP
1029
Convergence Investment Partners
Florida
$1.71M -$219K -843 -13%
JIP
1030
Jaffetilchin Investment Partners
Florida
$1.71M -$50.8K -196 -3%
WPC
1031
Wedmont Private Capital
Pennsylvania
$1.7M +$341K +1,316 +29%
RWA
1032
River Wealth Advisors
Pennsylvania
$1.7M -$73.7K -284 -5%
SFG
1033
SevenBridge Financial Group
Pennsylvania
$1.7M +$25.7K +99 +2%
CSA
1034
Cottage Street Advisors
Massachusetts
$1.69M +$53.2K +205 +4%
WorldQuant Millennium Advisors
1035
WorldQuant Millennium Advisors
New York
$1.69M -$13.6M -52,244 -90%
MWM
1036
Mattern Wealth Management
Kansas
$1.69M -$41.8K -161 -3%
WA
1037
WBH Advisory
Maryland
$1.68M -$39.7K -153 -3%
CWP
1038
CFM Wealth Partners
Texas
$1.68M
DA
1039
Duality Advisers
Florida
$1.68M +$1.47M +5,674 New
IA
1040
IFP Advisors
Florida
$1.67M -$24.4K -94 -2%
BMC
1041
Beaton Management Company
Massachusetts
$1.67M
EWA
1042
Exencial Wealth Advisors
Oklahoma
$1.67M +$181K +699 +14%
SF
1043
Symphony Financial
Texas
$1.67M +$462K +1,780 +45%
DPIM
1044
Duff & Phelps Investment Management
Illinois
$1.67M
LA
1045
Legacy Advisors
Pennsylvania
$1.67M +$211K +815 +17%
IHL
1046
Investment House LLC
California
$1.66M
AMG
1047
Advisors Management Group
Wisconsin
$1.66M +$115K +442 +9%
BJL
1048
Brighton Jones LLC
Washington
$1.66M +$360K +1,387 +33%
SFP
1049
Shepherd Financial Partners
Massachusetts
$1.65M -$5.97K -23 -0.4%
AWM
1050
Allen Wealth Management
North Carolina
$1.64M +$1.44M +5,558 New