We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1226
Ballast Advisors
Minnesota
$563K – – –
WA
1227
Wealth Architects
California
$562K -$23.7K -130 -4%
PWMAG
1228
Pinnacle Wealth Management Advisory Group
New Jersey
$561K -$51.1K -280 -8%
TF
1229
Tompkins Financial
New York
$559K – – –
LC
1230
Lavaca Capital
Texas
$559K +$329K +1,800 +176%
RCAG
1231
Rehmann Capital Advisory Group
Michigan
$559K +$13.3K +73 +2%
CRIG
1232
Charter Research & Investment Group
Connecticut
$558K – – –
LWAM
1233
Legacy Wealth Asset Management
Minnesota
$556K -$309K -1,690 -33%
KIG
1234
Kowal Investment Group
Wisconsin
$556K +$72.7K +398 +13%
RPCONE
1235
Retirement Planning Company of New England
Rhode Island
$553K +$5.48K +30 +0.9%
TSS
1236
Two Sigma Securities
New York
$551K +$81.5K +446 +15%
FB
1237
Fulton Bank
Pennsylvania
$551K +$113K +616 +22%
MHIC
1238
Marble Harbor Investment Counsel
Massachusetts
$550K – – –
IIC
1239
Ironwood Investment Counsel
Arizona
$550K +$8.77K +48 +1%
WTA
1240
Washington Trust Advisors
Massachusetts
$547K – – –
9WM
1241
9258 Wealth Management
Ohio
$543K +$65.2K +357 +12%
KWMG
1242
King Wealth Management Group
Florida
$542K +$365 +2 +0.1%
IAIM
1243
International Assets Investment Management
Florida
$542K +$95.7K +524 +19%
CHA
1244
Carmichael Hill & Associates
Maryland
$541K – – –
AA
1245
Altman Advisors
Illinois
$541K +$603K +3,300 New
SAMT
1246
Select Asset Management & Trust
Pennsylvania
$537K -$219K -1,200 -27%
TC
1247
Trust Company
Kansas
$537K – – –
AIC
1248
Archer Investment Corporation
Indiana
$536K – – –
SAM
1249
Sawgrass Asset Management
Florida
$536K -$10.4K -57 -2%
FG
1250
Fiduciary Group
Georgia
$536K +$6.76K +37 +2%
48 49
50
51 52