We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WT
1276
Washington Trust
Rhode Island
$949K -$126K -464 -12%
CWM
1277
Cornerstone Wealth Management
Missouri
$948K +$114K +419 +14%
AIM
1278
Aspen Investment Management
Michigan
$946K -$13.6K -50 -1%
SC
1279
Savoie Capital
Illinois
$946K +$940K +3,465 New
MLFP
1280
MPS Loria Financial Planners
Illinois
$944K +$190K +701 +25%
TIA
1281
Tiemann Investment Advisors
California
$944K +$32.6K +120 +4%
DFCM
1282
Dark Forest Capital Management
Puerto Rico
$940K -$295K -1,088 -24%
GG
1283
Gleason Group
Kentucky
$940K -$43.1K -159 -4%
CWP
1284
Curated Wealth Partners
California
$939K -$84.4K -311 -8%
IC
1285
Inscription Capital
Texas
$938K -$869K -3,202 -48%
TNB
1286
Thomasville National Bank
Georgia
$936K +$6.78K +25 +0.7%
SAM
1287
Sompo Asset Management
Japan
$934K +$263K +970 +40%
CFA
1288
Cahill Financial Advisors
Minnesota
$933K -$4.88K -18 -0.5%
LNWTC
1289
Laird Norton Wetherby Trust Company
Washington
$930K – – –
MJP
1290
Michael J. Puzo
$928K -$142K -525 -13%
SAG
1291
SageView Advisory Group
California
$926K +$10.9K +40 +1%
SAM
1292
Sawgrass Asset Management
Florida
$924K +$35.3K +130 +4%
SIM
1293
Stratos Investment Management
Ohio
$919K +$403K +1,485 +79%
JWA
1294
JFS Wealth Advisors
Pennsylvania
$915K +$814 +3 +0.1%
TAM
1295
Titleist Asset Management
Texas
$914K -$46.7K -172 -5%
AAM
1296
Auxier Asset Management
Oregon
$909K -$27.1K -100 -3%
BEI
1297
Benjamin Edwards Inc
Missouri
$904K +$39.3K +145 +5%
SFS
1298
Security Financial Services
Indiana
$904K +$271 +1 +0%
RGF
1299
Retirement Guys Formula
Ohio
$902K +$896K +3,304 New
Marshall Wace
1300
Marshall Wace
United Kingdom
$901K -$38.8M -143,044 -98%