We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1051
GC Wealth Management RIA
Massachusetts
$2.82M +$1.07M +2,509 +74%
OCM
1052
Orleans Capital Management
Louisiana
$2.81M -$765K -1,793 -23%
DWM
1053
Drive Wealth Management
Utah
$2.81M -$1.28K -3 -0.1%
CWM
1054
Cordatus Wealth Management
Pennsylvania
$2.8M +$17.1K +40 +0.7%
SCM
1055
Sandler Capital Management
New York
$2.78M +$2.49M +5,835 New
CWS
1056
Confluence Wealth Services
Pennsylvania
$2.77M -$131K -308 -5%
IHL
1057
Investment House LLC
California
$2.77M – – –
SWA
1058
Stratos Wealth Advisors
Ohio
$2.77M -$2.13K -5 -0.1%
HA
1059
Huntleigh Advisors
Missouri
$2.76M +$79K +185 +3%
OBAM
1060
ODDO BHF Asset Management
France
$2.76M -$293K -687 -11%
HWA
1061
HHM Wealth Advisors
Tennessee
$2.75M -$52.5K -123 -2%
PCM
1062
Pinnbrook Capital Management
New York
$2.75M -$506K -1,186 -17%
TWM
1063
Trueblood Wealth Management
Ohio
$2.75M -$67.5K -158 -3%
WPW
1064
Watershed Private Wealth
Illinois
$2.75M – – –
EHWM
1065
Eads & Heald Wealth Management
Georgia
$2.75M -$118K -277 -5%
CD
1066
Chapin Davis
Maryland
$2.74M -$55.9K -131 -2%
MK
1067
MASTERINVEST Kapitalanlage
$2.72M -$795K -1,862 -25%
AIS
1068
AM Investment Strategies
Tennessee
$2.72M +$140K +329 +6%
ESB
1069
Essex Savings Bank
Connecticut
$2.71M -$42.7K -100 -2%
ACM
1070
Aljian Capital Management
Nevada
$2.71M -$84.1K -197 -3%
FNBSF
1071
First National Bank Sioux Falls
South Dakota
$2.7M – – –
AA
1072
Advisory Alpha
Michigan
$2.69M +$83.7K +196 +4%
BMC
1073
Beaton Management Company
Massachusetts
$2.67M – – –
SCM
1074
SIR Capital Management
New York
$2.67M +$2.39M +5,600 New
ATWA
1075
Arbor Trust Wealth Advisors
Michigan
$2.66M -$76.4K -179 -3%
41 42
43
44 45