We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1226
Wealth Enhancement Advisory Services
Minnesota
$702K +$3.1K +15 +0.5%
CAM
1227
Cozad Asset Management
Illinois
$699K – – –
FCB
1228
First Command Bank
Texas
$699K +$23K +111 +4%
FCFS
1229
First Command Financial Services
Texas
$699K +$23K +111 +4%
OL
1230
Optas LLC
Texas
$697K -$646K -3,119 -51%
SCA
1231
Sippican Capital Advisors
Massachusetts
$696K -$41.4K -200 -6%
CCG
1232
Ceeto Capital Group
Florida
$696K – – –
SACTSONJ
1233
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$696K – – –
6F
1234
626 Financial
Michigan
$696K +$647K +3,124 New
Jones Financial Companies
1235
Jones Financial Companies
Missouri
$694K +$96.3K +465 +18%
GC
1236
Gilbert & Cook
Iowa
$692K +$53.4K +258 +9%
ACS
1237
Archford Capital Strategies
Illinois
$691K -$1.64M -7,944 -73%
IIC
1238
Ironwood Investment Counsel
Arizona
$690K -$7.04K -34 -1%
AIC
1239
Archer Investment Corporation
Indiana
$689K -$25.9K -125 -4%
LA
1240
LexAurum Advisors
Kansas
$688K +$19K +92 +3%
LOPW
1241
Live Oak Private Wealth
North Carolina
$686K -$16.6K -80 -3%
BJL
1242
Brighton Jones LLC
Washington
$685K +$10.6K +51 +2%
NG
1243
Northstar Group
New York
$684K -$4.14K -20 -0.7%
MCM
1244
Manchester Capital Management
Vermont
$681K +$1.86K +9 +0.3%
THWM
1245
Taylor Hoffman Wealth Management
Virginia
$678K -$2.07K -10 -0.3%
AP
1246
Atwood & Palmer
Missouri
$678K +$46.4K +224 +8%
SCA
1247
Stonebridge Capital Advisors
Minnesota
$677K +$62.7K +303 +12%
DI
1248
Diligent Investors
California
$676K +$207 +1 +0%
JWA
1249
JFS Wealth Advisors
Pennsylvania
$675K -$1.03K -5 -0.2%
CIA
1250
Choate Investment Advisors
Massachusetts
$673K -$140K -675 -19%