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Caterpillar
CAT
CAT
800.47
USD
+4.29
0.54%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
800.98
+0.51
0.06%
1 day
0.54%
5 days
-5.06%
1 month
-1.85%
3 months
-14.7%
6 months
1.7%
Year to date
33.77%
1 year
59.98%
5 years
314.99%
10 years
807.36%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1226 |
SHWM
1226
Smith & Howard Wealth Management
Atlanta,
Georgia
| – | -$37K | -405 | Closed |
|
| 1227 |
BWFA
1227
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| – | -$23K | -250 | Closed |
|
| 1228 |
NMIS
1228
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | -$9K | -100 | Closed |
|
| 1229 |
IWC
1229
Integrated Wealth Counsel
Carmel,
California
| – | -$8K | -89 | Closed |
|
| 1230 |
MAS
1230
Madden Advisory Services
Jacksonville,
Florida
| – | -$5K | -50 | Closed |
|
| 1231 |
SC
1231
Skylands Capital
Milwaukee,
Wisconsin
| – | -$5K | -50 | Closed |
|
| 1232 |
EU
1232
Emory University
Atlanta,
Georgia
| – | -$3K | -40 | Closed |
|
| 1233 |
RWM
1233
Raffa Wealth Management
Washington,
District of Columbia
| – | -$1.19K | -13 | Closed |
|