CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
1226
Atlas Brown
Kentucky
$3.4M -$95.6K -138 -3%
PCM
1227
Princeton Capital Management
New Jersey
$3.4M +$37.4K +54 +1%
GIM
1228
Guardian Investment Management
California
$3.4M – – –
CWP
1229
CFM Wealth Partners
Texas
$3.39M -$69.3K -100 -2%
NSB
1230
Norway Savings Bank
Maine
$3.39M -$153K -221 -4%
RPC
1231
Rossmore Private Capital
Connecticut
$3.37M -$6.93K -10 -0.2%
JAG
1232
Journey Advisory Group
Kentucky
$3.35M -$276K -399 -8%
GEA
1233
Glen Eagle Advisors
New Jersey
$3.35M +$104K +150 +3%
LBWM
1234
Left Brain Wealth Management
Illinois
$3.34M +$3.26M +4,710 New
DP
1235
Denver PWM
Colorado
$3.33M -$302K -436 -11%
EWM
1236
EPG Wealth Management
Georgia
$3.33M -$1M -1,444 -24%
WDC
1237
Woodward Diversified Capital
California
$3.32M -$15.2K -22 -0.5%
WCA
1238
Westover Capital Advisors
Delaware
$3.31M – – –
QPBE
1239
Quintet Private Bank (Europe)
Luxembourg
$3.3M +$864K +1,248 +37%
AF
1240
Apollon Financial
South Carolina
$3.3M -$54K -78 -2%
PWAM
1241
Pinnacle West Asset Management
Wyoming
$3.29M -$111K -160 -3%
TWIM
1242
TIAA Wealth Investment Management
New York
$3.29M +$3.22M +4,649 New
CPW
1243
Cove Private Wealth
New York
$3.29M +$1.44M +2,085 +82%
EA
1244
Ellsworth Advisors
Ohio
$3.28M +$2.61M +3,772 +442%
JIC
1245
Joel Isaacson & Co
New York
$3.27M +$208K +301 +7%
CA
1246
CGN Advisors
Kansas
$3.27M -$243K -351 -7%
VA
1247
Valmark Advisers
Ohio
$3.26M +$229K +331 +8%
HTC
1248
Haverford Trust Company
Pennsylvania
$3.26M -$81K -117 -2%
EWA
1249
EverSource Wealth Advisors
Alabama
$3.26M +$63K +91 +2%
CT
1250
Colonial Trust
South Carolina
$3.25M -$132K -190 -4%
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