We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
COF
1176
Capital One Financial
Virginia
$777K +$102K +440 +14%
TAM
1177
Taurus Asset Management
New York
$774K – – –
WP
1178
WMS Partners
Maryland
$772K +$62.1K +269 +8%
MBT
1179
Montecito Bank & Trust
California
$771K +$1.39K +6 +0.2%
CT
1180
Cambridge Trust
Massachusetts
$770K -$19.9K -86 -2%
AAM
1181
Auxier Asset Management
Oregon
$770K – – –
BRM
1182
Boston Research & Management
Massachusetts
$770K – – –
ATPW
1183
Ashton Thomas Private Wealth
Arizona
$767K -$10.9K -47 -1%
MF
1184
Montis Financial
Massachusetts
$766K – – –
NB
1185
Nicolet Bankshares
Wisconsin
$766K – – –
HWA
1186
HHM Wealth Advisors
Tennessee
$766K +$4.16K +18 +0.5%
FFG
1187
Fortem Financial Group
California
$766K +$32.3K +140 +4%
OMIC
1188
Old Mission Investment Co
Michigan
$765K +$8.78K +38 +1%
CFS
1189
CRA Financial Services
New Jersey
$764K – – –
TCB
1190
Texas Capital Bancshares
Texas
$764K +$1.85K +8 +0.2%
RSWM
1191
Robertson Stephens Wealth Management
California
$764K +$178K +771 +28%
DBIA
1192
Dumont & Blake Investment Advisors
New Jersey
$763K -$1.62K -7 -0.2%
SAM
1193
SignalPoint Asset Management
Missouri
$762K -$16.4K -71 -2%
GA
1194
GoalVest Advisory
New York
$761K +$476K +2,062 +144%
QCIG
1195
Quad-Cities Investment Group
Iowa
$760K +$29.3K +127 +4%
Vanguard Capital Wealth Advisors
1196
Vanguard Capital Wealth Advisors
Colorado
$760K +$47.1K +204 +6%
MA
1197
Mosaic Advisors
Texas
$758K -$21K -91 -3%
GG
1198
Gleason Group
Kentucky
$758K +$3.46K +15 +0.4%
VWA
1199
Visionary Wealth Advisors
Illinois
$754K -$139K -602 -15%
RMDI
1200
R.M. Davis Inc
Maine
$754K +$21.5K +93 +3%