We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
1301
YorkBridge Wealth Partners
New York
$253K +$11.7K +88 +5%
HPWM
1302
Highland Private Wealth Management
Washington
$252K +$11.6K +87 +5%
FG
1303
Fiduciary Group
Georgia
$252K +$26.6K +200 +12%
IC
1304
Intersect Capital
California
$251K -$930 -7 -0.4%
AA
1305
Advisory Alpha
Michigan
$250K +$17.1K +129 +7%
HCM
1306
Hilton Capital Management
New York
$248K -$173K -1,300 -41%
WPA
1307
Winning Points Advisors
Florida
$248K – – –
MA
1308
MANA Advisors
New York
$248K +$243K +1,832 New
GSWM
1309
Golden State Wealth Management
California
$248K +$244K +1,834 New
TC
1310
TAP Consulting
Missouri
$247K +$242K +1,824 New
DAS
1311
Dynamic Advisor Solutions
Arizona
$246K -$8.5K -64 -3%
BCA
1312
Bay Colony Advisors
Massachusetts
$246K +$1.33K +10 +0.5%
BWA
1313
BlueSky Wealth Advisors
North Carolina
$245K – – –
AIM
1314
Axiom Investment Management
New York
$244K -$203K -1,530 -46%
MA
1315
Montag & Associates
Georgia
$244K – – –
WC
1316
Whitnell & Co
Illinois
$244K +$930 +7 +0.4%
HS
1317
HighVista Strategies
Massachusetts
$244K +$13.3K +100 +6%
FFC
1318
First Financial Corp
Indiana
$243K – – –
BCM
1319
Breiter Capital Management
Florida
$242K -$105K -794 -33%
FAM
1320
Formidable Asset Management
Ohio
$242K +$252K +1,894 New
FFG
1321
Frisch Financial Group
New York
$241K -$35.7K -269 -13%
AMM
1322
American Money Management
California
$241K -$6.51K -49 -3%
TA
1323
TFG Advisers
Michigan
$241K +$6.24K +47 +3%
RFA
1324
Reilly Financial Advisors
California
$240K – – –
IIC
1325
Integrated Investment Consultants
Michigan
$240K +$133 +1 +0.1%
51 52
53
54 55