We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
1251
R.M. Davis Inc
Maine
$696K -$13.3K -66 -2%
RFM
1252
Royal Fund Management
Florida
$694K +$24.6K +122 +4%
HIA
1253
Harbor Investment Advisory
Maryland
$694K +$213K +1,060 +46%
FMN
1254
Financial Management Network
California
$693K +$403 +2 +0.1%
HWA
1255
HHM Wealth Advisors
Tennessee
$692K -$34.2K -170 -5%
PP
1256
PrairieView Partners
Minnesota
$692K +$127K +633 +23%
Vanguard Capital Wealth Advisors
1257
Vanguard Capital Wealth Advisors
Colorado
$691K +$8.86K +44 +1%
BJL
1258
Brighton Jones LLC
Washington
$686K +$63.2K +314 +10%
AA
1259
Advisory Alpha
Michigan
$685K +$307K +1,525 +85%
SI
1260
Saxon Interests
Texas
$685K +$628K +3,120 New
RGI
1261
River Global Investors
United Kingdom
$683K +$664K +3,300 New
BAM
1262
Barrett Asset Management
New York
$680K +$149K +740 +29%
MCM
1263
Maryland Capital Management
Maryland
$680K +$218K +1,085 +49%
WMP
1264
Wealth Management Partners
Arizona
$679K -$56.8K -282 -9%
AP
1265
Atwood & Palmer
Missouri
$679K +$3.02K +15 +0.5%
FCFS
1266
First Command Financial Services
Texas
$677K +$38.3K +190 +6%
IIC
1267
Ironwood Investment Counsel
Arizona
$676K -$11.7K -58 -2%
KWMG
1268
King Wealth Management Group
Florida
$676K +$4.23K +21 +0.6%
RPCONE
1269
Retirement Planning Company of New England
Rhode Island
$672K +$655K +3,253 New
CCFCSB
1270
Cape Cod Five Cents Savings Bank
Massachusetts
$671K -$2.62K -13 -0.4%
CIC
1271
Carnegie Investment Counsel
Ohio
$670K +$168K +835 +35%
RF
1272
Rollins Financial
Georgia
$670K +$653K +3,243 New
HC
1273
HNP Capital
New York
$665K +$46.1K +229 +8%
VRM
1274
Vectors Research Management
New York
$665K +$46.1K +229 +8%
IAIM
1275
International Assets Investment Management
Florida
$664K -$11.9K -59 -2%