We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1076
Confluence Wealth Services
Pennsylvania
$3.48M +$142K +256 +4%
RBFC
1077
Roman Butler Fullerton & Co
Missouri
$3.47M +$107K +192 +4%
EIP
1078
Ellis Investment Partners
Pennsylvania
$3.46M -$108K -194 -3%
MA
1079
MONECO Advisors
Connecticut
$3.45M -$90.6K -163 -3%
BHC
1080
Bowen Hanes & Co
Florida
$3.45M -$8.34K -15 -0.2%
WAM
1081
Weatherly Asset Management
California
$3.45M -$34.5K -62 -1%
BFO
1082
Biltmore Family Office
North Carolina
$3.44M +$20K +36 +0.6%
KMWM
1083
Keudell/Morrison Wealth Management
Oregon
$3.43M +$3.33M +5,983 New
BFO
1084
Boston Family Office
Massachusetts
$3.43M +$1.26M +2,269 +61%
FAMI
1085
Fideuram Asset Management (Ireland)
$3.42M +$5.54M +9,976 New
WBCM
1086
Wilson & Boucher Capital Management
California
$3.42M -$5.56K -10 -0.2%
BWM
1087
Bernard Wealth Management
Michigan
$3.42M +$16.7K +30 +0.5%
MAMA
1088
Myriad Asset Management Advisors
Florida
$3.4M +$3.3M +5,942 New
WR
1089
WD Rutherford
Oregon
$3.4M -$98.9K -178 -3%
DWM
1090
Drive Wealth Management
Utah
$3.4M +$28.3K +51 +0.9%
SP
1091
SIH Partners
Delaware
$3.39M +$2.89M +5,201 +733%
PFBT
1092
Parkside Financial Bank & Trust
Missouri
$3.38M -$252K -453 -7%
FM
1093
Family Management
New York
$3.37M -$2.17M -3,906 -40%
WA
1094
Wealth Architects
California
$3.37M -$58.4K -105 -2%
RC
1095
Rexford Capital
Texas
$3.36M -$291K -524 -8%
CWM
1096
Cordatus Wealth Management
Pennsylvania
$3.36M -$3.89K -7 -0.1%
BIM
1097
Bridges Investment Management
Nebraska
$3.35M -$99.5K -179 -3%
KTC
1098
Kentucky Trust Company
Kentucky
$3.34M -$80.6K -145 -2%
COA
1099
Crown Oak Advisors
California
$3.33M – – –
KCM
1100
Kerusso Capital Management
North Carolina
$3.33M +$764K +1,374 +31%
42 43
44
45 46