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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
800.05
-0.42
0.05%
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 |
TG
1226
TLP Group
Evanston,
Illinois
| – | -$58K | -640 | Closed |
|
| 1227 |
MWP
1227
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$49K | -550 | Closed |
|
| 1228 |
KA
1228
Klingman & Associates
New York
| – | -$36K | -400 | Closed |
|
| 1229 |
KLI
1229
Kelman-Lazarov Inc
Memphis,
Tennessee
| – | -$26.3K | -300 | Closed |
|
| 1230 |
SAM
1230
Solaris Asset Management
New York
| – | -$7K | -78 | Closed |
|
| 1231 |
HCM
1231
Herndon Capital Management
Atlanta,
Georgia
| – | -$5K | -54 | Closed |
|
| 1232 |
SFPM
1232
Sensible Financial Planning & Management
Waltham,
Massachusetts
| – | -$1K | -11 | Closed |
|