We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
1226
Claraphi Advisory Network
United States
$865K +$786K +3,612 New
CG
1227
Cynosure Group
Utah
$862K – – –
GG
1228
Gleason Group
Kentucky
$862K +$4.14K +19 +0.5%
MWM
1229
Mission Wealth Management
California
$862K +$21.3K +98 +3%
P
1230
&Partners
Tennessee
$861K – – –
GLR
1231
Great Lakes Retirement
Ohio
$857K +$779K +3,577 New
HVIA
1232
Hudson Valley Investment Advisors
New York
$857K -$22.9K -105 -3%
First Manhattan
1233
First Manhattan
New York
$856K +$11.8K +54 +2%
WLIM
1234
White Lighthouse Investment Management
Massachusetts
$855K – – –
TAM
1235
Taurus Asset Management
New York
$852K – – –
SAM
1236
SignalPoint Asset Management
Missouri
$852K +$435 +2 +0.1%
RIA
1237
Regal Investment Advisors
Michigan
$850K +$22.9K +105 +3%
AA
1238
Altman Advisors
Illinois
$848K +$18.1K +83 +3%
AAM
1239
Auxier Asset Management
Oregon
$848K – – –
BRM
1240
Boston Research & Management
Massachusetts
$848K – – –
WPC
1241
Wedmont Private Capital
Pennsylvania
$846K +$50.1K +230 +7%
SIM
1242
Sentry Investment Management
Wisconsin
$842K -$39.4K -181 -5%
GIP
1243
Granite Investment Partners
California
$837K -$389K -1,785 -34%
VT
1244
Vise Technologies
New York
$834K +$112K +513 +17%
1WM
1245
1900 Wealth Management
Texas
$834K – – –
MHIC
1246
Marble Harbor Investment Counsel
Massachusetts
$827K +$21.8K +100 +3%
IIA
1247
IPG Investment Advisors
California
$827K – – –
RB
1248
Rodgers Brothers
Pennsylvania
$826K -$2.04M -9,390 -73%
JWA
1249
JFS Wealth Advisors
Pennsylvania
$825K -$231K -1,063 -24%
BCA
1250
Bay Colony Advisors
Massachusetts
$819K +$36.6K +168 +5%