CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1201
Ellenbecker Investment Group
Wisconsin
$3.56M -$320K -462 -8%
WA
1202
WBH Advisory
Maryland
$3.56M -$51.9K -75 -2%
ESB
1203
Essex Savings Bank
Connecticut
$3.55M -$157K -226 -4%
SWA
1204
Stratos Wealth Advisors
Ohio
$3.54M -$482K -696 -12%
Verition Fund Management
1205
Verition Fund Management
Connecticut
$3.54M -$36.6M -52,899 -91%
SCM
1206
SCS Capital Management
Massachusetts
$3.52M -$242K -349 -7%
RFP
1207
Root Financial Partners
California
$3.52M +$1.21M +1,754 +55%
WFM
1208
Wolff Financial Management
Michigan
$3.51M -$13.9K -20 -0.4%
BFA
1209
Benedict Financial Advisors
Georgia
$3.49M -$1.39K -2 -0%
GC
1210
Gould Capital
Washington
$3.48M -$2.06M -2,972 -38%
UBG
1211
United Bank (Georgia)
Georgia
$3.48M +$184K +266 +6%
EFM
1212
E Fund Management
China
$3.48M +$3.4M +4,916 New
C
1213
Certuity
Florida
$3.48M -$161K -233 -5%
LC
1214
Lawood & Co
Pennsylvania
$3.48M -$226K -327 -6%
PFM
1215
Patton Fund Management
Texas
$3.47M -$6.14M -8,858 -64%
HG
1216
Harbor Group
New Hampshire
$3.46M +$6.93K +10 +0.2%
RMC
1217
Resources Management Corp
Connecticut
$3.46M -$242K -350 -7%
OCM
1218
Orleans Capital Management
Louisiana
$3.46M -$6.93K -10 -0.2%
BG
1219
Bahl & Gaynor
Ohio
$3.46M +$479K +692 +17%
OWM
1220
Opes Wealth Management
California
$3.45M +$693 +1 +0%
FFM
1221
Forum Financial Management
Illinois
$3.45M -$2.11M -3,046 -38%
TPCW
1222
TD Private Client Wealth
New York
$3.44M -$170K -245 -5%
PCA
1223
Pallas Capital Advisors
Massachusetts
$3.44M -$9.7K -14 -0.3%
SLG
1224
Stanley-Laman Group
Pennsylvania
$3.43M +$155K +224 +5%
CAG
1225
Csenge Advisory Group
Florida
$3.42M +$306K +442 +10%