We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1151
Watershed Private Wealth
Illinois
$5.59M -$17.6K -20 -0.4%
CWM
1152
Connecticut Wealth Management
Connecticut
$5.59M -$16.7K -19 -0.4%
FHC
1153
First Horizon Corporation
Tennessee
$5.59M -$134K -152 -3%
CCA
1154
Checchi Capital Advisers
California
$5.59M -$29K -33 -0.6%
RAM
1155
Redmond Asset Management
Virginia
$5.56M -$141K -160 -3%
IAIM
1156
International Assets Investment Management
Florida
$5.55M -$265K -302 -5%
RBFC
1157
Roman Butler Fullerton & Co
Missouri
$5.54M +$514K +585 +11%
WA
1158
Wealth Architects
California
$5.54M -$515K -586 -10%
CCG
1159
Cypress Capital Group
Florida
$5.53M +$854K +972 +23%
KA
1160
Kercheville Advisors
Texas
$5.53M +$2.04M +2,325 +81%
RFP
1161
Root Financial Partners
California
$5.52M +$191K +217 +4%
FFM
1162
Forum Financial Management
Illinois
$5.49M +$256K +291 +6%
CLOS
1163
Compagnie Lombard Odier SCmA
Switzerland
$5.48M -$8.79K -10 -0.2%
NFA
1164
Northern Financial Advisors
Michigan
$5.48M -$13.2K -15 -0.3%
IGGA
1165
Iron Gate Global Advisors
Utah
$5.48M -$1.76K -2 -0%
TNA
1166
True North Advisors
Texas
$5.48M -$20.2K -23 -0.4%
JIC
1167
Joel Isaacson & Co
New York
$5.47M +$457K +520 +11%
AO
1168
Advisor OS
Illinois
$5.47M +$650K +740 +17%
CWAF
1169
Core Wealth Advisors (Florida)
Florida
$5.47M -$17.6K -20 -0.4%
SWA
1170
Stratos Wealth Advisors
Ohio
$5.46M +$114K +130 +3%
HWA
1171
HHM Wealth Advisors
Tennessee
$5.44M +$13.2K +15 +0.3%
BFO
1172
Biltmore Family Office
North Carolina
$5.44M -$771K -878 -15%
EIA
1173
Eldridge Investment Advisors
New Hampshire
$5.44M -$22.8K -26 -0.5%
WR
1174
WD Rutherford
Oregon
$5.43M -$131K -149 -3%
HWA
1175
HCR Wealth Advisors
California
$5.43M +$34.3K +39 +0.8%
45 46
47
48 49