We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
1276
Summit X LLC
Missouri
$254K -$74.1K -561 -23%
YWP
1277
YorkBridge Wealth Partners
New York
$254K – – –
TIM
1278
Total Investment Management
Arizona
$253K +$20.6K +156 +8%
EBT
1279
Enterprise Bank & Trust
Massachusetts
$250K -$285K -2,159 -54%
HCM
1280
Hilton Capital Management
New York
$250K – – –
FMB
1281
Field & Main Bank
Kentucky
$250K +$27.1K +205 +13%
WPA
1282
Winning Points Advisors
Florida
$249K – – –
WC
1283
Whitnell & Co
Illinois
$249K +$3.7K +28 +2%
CFC
1284
Coyle Financial Counsel
Illinois
$249K +$241K +1,826 New
HIIFS
1285
Harel Insurance Investments & Financial Services
Israel
$249K +$242K +1,830 New
GC
1286
Grimes & Company
Massachusetts
$248K +$240K +1,819 New
BWA
1287
BlueSky Wealth Advisors
North Carolina
$245K – – –
SC
1288
Schulhoff & Co
Ohio
$245K +$6.61K +50 +3%
FFC
1289
First Financial Corp
Indiana
$244K – – –
FFG
1290
Frisch Financial Group
New York
$244K +$1.72K +13 +0.7%
AIM
1291
Axiom Investment Management
New York
$243K -$1.85K -14 -0.8%
HPWM
1292
Highland Private Wealth Management
Washington
$242K -$11.2K -85 -5%
IIC
1293
Integrated Investment Consultants
Michigan
$242K +$132 +1 +0.1%
SCM
1294
Southport Capital Management
Tennessee
$240K – – –
SRSA
1295
S.R. Schill & Associates
Washington
$240K +$35.3K +267 +18%
RFA
1296
Reilly Financial Advisors
California
$238K -$3.04K -23 -1%
AWA
1297
Acorn Wealth Advisors
Michigan
$238K +$3.17K +24 +1%
WCM
1298
WealthBridge Capital Management
Ohio
$236K -$11.8K -89 -5%
AMM
1299
American Money Management
California
$236K -$7K -53 -3%
SCA
1300
Stonebridge Capital Advisors
Minnesota
$235K – – –
50 51
52
53 54