We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
1076
AM Investment Strategies
Tennessee
$985K +$3K +13 +0.3%
FLPIM
1077
F.L. Putnam Investment Management
Massachusetts
$980K +$46.2K +200 +5%
EWA
1078
EP Wealth Advisors
California
$978K +$86.6K +375 +9%
WOC
1079
West Oak Capital
California
$971K -$42.7K -185 -4%
OWIM
1080
Old West Investment Management
California
$970K – – –
NFG
1081
Norris Financial Group
South Carolina
$965K +$10.6K +46 +1%
NNP
1082
Nachman Norwood & Parrott
South Carolina
$963K -$176K -762 -15%
BFO
1083
Biltmore Family Office
North Carolina
$960K – – –
IP
1084
Investment Partners
Ohio
$956K -$171K -741 -14%
FHB
1085
First Hawaiian Bank
Hawaii
$954K -$453K -1,963 -31%
SIM
1086
Sonora Investment Management
Arizona
$952K +$36K +156 +4%
PPW
1087
Parcion Private Wealth
Washington
$951K +$46.2K +200 +5%
ACG
1088
Allen Capital Group
Nebraska
$949K +$5.54K +24 +0.6%
BHBT
1089
Burke & Herbert Bank & Trust
Virginia
$948K – – –
SIA
1090
Sit Investment Associates
Minnesota
$946K – – –
NFG
1091
Nations Financial Group
Iowa
$942K -$20.8K -90 -2%
TI
1092
Tidal Investments
Wisconsin
$939K +$481K +2,083 +93%
TC
1093
Trust Company
Kansas
$933K -$179K -776 -15%
BPC
1094
Banque Pictet & Cie
Switzerland
$931K – – –
CCG
1095
Cypress Capital Group
Florida
$930K -$240K -1,040 -20%
MJP
1096
Michael J. Puzo
$930K -$28.9K -125 -3%
AC
1097
Arjuna Capital
North Carolina
$924K +$19.6K +85 +2%
IC
1098
Intersect Capital
California
$924K +$228K +988 +30%
RIA
1099
Realta Investment Advisors
Delaware
$923K -$76.2K -330 -7%
MFG
1100
Menard Financial Group
Texas
$913K +$101K +436 +12%
42 43
44
45 46