We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
APG
1301
Abacus Planning Group
South Carolina
$599K -$146K -707 -21%
LFF
1302
Level Four Financial
Texas
$599K -$117K -567 -18%
MYIA
1303
Mount Yale Investment Advisors
Colorado
$599K +$37.1K +179 +7%
MW
1304
Marcum Wealth
Ohio
$594K +$243K +1,174 +85%
SFA
1305
Source Financial Advisors
New York
$592K +$528K +2,550 New
BAM
1306
Barrett Asset Management
New York
$591K – – –
EAM
1307
Evanson Asset Management
California
$591K +$26.9K +130 +5%
GWM
1308
Gray Wealth Management
Maine
$591K +$48.2K +233 +10%
NIA
1309
Northstar Investment Advisors
Colorado
$591K +$103K +498 +24%
ARTA
1310
A.R.T. Advisors
New York
$591K +$527K +2,547 New
9WM
1311
9258 Wealth Management
Ohio
$589K +$3.52K +17 +0.7%
ESCM
1312
Echo Street Capital Management
New York
$584K +$521K +2,519 New
AA
1313
Ancora Advisors
Ohio
$583K +$15.9K +77 +3%
PFM
1314
Parsec Financial Management
North Carolina
$582K – – –
PFBT
1315
Parkside Financial Bank & Trust
Missouri
$581K +$5.38K +26 +1%
TI
1316
Trexquant Investment
Connecticut
$581K +$518K +2,504 New
BWA
1317
Bordeaux Wealth Advisors
California
$580K – – –
BEI
1318
Benjamin Edwards Inc
Missouri
$574K -$286K -1,383 -36%
TAM
1319
Trillium Asset Management
Massachusetts
$572K – – –
TFO
1320
Tarbox Family Office
California
$571K – – –
ZF
1321
Zhang Financial
Michigan
$571K – – –
XF
1322
XML Financial
Maryland
$570K -$359K -1,734 -41%
CAM
1323
Carret Asset Management
New York
$570K +$20.9K +101 +4%
AI
1324
Aperture Investors
New York
$569K +$508K +2,455 New
RT
1325
Rockland Trust
Massachusetts
$567K -$9.52K -46 -2%