We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1226
SignalPoint Asset Management
Missouri
$807K -$19.3K -92 -2%
IWA
1227
Intercontinental Wealth Advisors
Texas
$805K +$142K +677 +23%
MWM
1228
Modera Wealth Management
New Jersey
$803K -$692K -3,300 -48%
CG
1229
Cynosure Group
Utah
$802K
MSU
1230
Mizuho Securities USA
New York
$799K -$1.84M -8,778 -71%
JF
1231
Jump Financial
Illinois
$797K -$1.17M -5,594 -61%
DBIA
1232
Dumont & Blake Investment Advisors
New Jersey
$797K +$5.03K +24 +0.7%
WLIM
1233
White Lighthouse Investment Management
Massachusetts
$796K
TNB
1234
Thomasville National Bank
Georgia
$795K
MAG
1235
MRA Advisory Group
New Jersey
$793K -$31.9K -152 -4%
TAM
1236
Taurus Asset Management
New York
$793K
HWAM
1237
Hennion & Walsh Asset Management
New Jersey
$791K +$19.7K +94 +3%
IIA
1238
IPG Investment Advisors
California
$789K -$659K -3,144 -47%
AAM
1239
Auxier Asset Management
Oregon
$789K
BRM
1240
Boston Research & Management
Massachusetts
$789K
GG
1241
Gleason Group
Kentucky
$789K +$4.2K +20 +0.6%
WA
1242
Wealth Architects
California
$789K +$21.4K +102 +3%
CS
1243
Capital Square
Tennessee
$788K -$9.23K -44 -1%
FMB
1244
Field & Main Bank
Kentucky
$787K +$11.5K +55 +2%
First Manhattan
1245
First Manhattan
New York
$782K -$1.05K -5 -0.1%
FIM
1246
Fernwood Investment Management
Massachusetts
$779K
WC
1247
Woodstock Corp
Massachusetts
$774K -$95.4K -455 -12%
PP
1248
Patten & Patten
Tennessee
$773K -$629 -3 -0.1%
EWM
1249
Empirical Wealth Management
Washington
$768K -$192K -914 -21%
RPCONE
1250
Retirement Planning Company of New England
Rhode Island
$768K +$41.3K +197 +6%