CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1301
Cascade Investment Advisors
Oregon
$3.04M -$643K -928 -18%
BTD
1302
BankPlus Trust Department
Mississippi
$3.04M -$252K -364 -8%
SQA
1303
Simon Quick Advisors
New Jersey
$3.04M -$796K -1,149 -21%
MWM
1304
MOKAN Wealth Management
Kansas
$3.04M +$2.63M +3,792 +768%
MAM
1305
McLaughlin Asset Management
Illinois
$3.03M -$214K -309 -7%
CRIG
1306
Charter Research & Investment Group
Connecticut
$3.03M – – –
SC
1307
Solstein Capital
California
$3.03M -$34.6K -50 -1%
TPI
1308
Trust Point Inc
Wisconsin
$3.02M -$633K -914 -18%
CIA
1309
Cladis Investment Advisory
Montana
$3.02M -$371K -535 -11%
HIMS
1310
Hager Investment Management Services
New Hampshire
$3.02M -$96.3K -139 -3%
HR
1311
Hardy Reed
Mississippi
$3.02M +$5.54K +8 +0.2%
PCG
1312
Prosperity Consulting Group
Maryland
$3.01M -$693 -1 -0%
FCM
1313
Fire Capital Management
California
$3.01M -$8.31K -12 -0.3%
CCG
1314
Cypress Capital Group
Florida
$2.99M -$21.5K -31 -0.7%
WAM
1315
Werlinich Asset Management
Connecticut
$2.99M – – –
AWA
1316
Acorn Wealth Advisors
Michigan
$2.99M +$12.5K +18 +0.4%
WP
1317
Wealthspan Partners
Iowa
$2.98M +$2.08K +3 +0.1%
RCM
1318
RNC Capital Management
California
$2.98M +$13.2K +19 +0.5%
FTC
1319
Farmers Trust Company
Ohio
$2.96M -$135K -195 -4%
ISL
1320
Ingalls & Snyder LLC
New York
$2.96M +$49.2K +71 +2%
1WA
1321
180 Wealth Advisors
Washington
$2.96M +$1.01M +1,463 +54%
EPIM
1322
Evelyn Partners Investment Management
$2.96M -$99K -143 -3%
AAM
1323
Aureus Asset Management
Massachusetts
$2.96M – – –
NS
1324
NBC Securities
Alabama
$2.96M -$81.7K -118 -3%
TA
1325
TKG Advisors
Indiana
$2.96M -$883K -1,275 -23%