We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1326
Portus Wealth Advisors
North Carolina
$1.78M +$1.59M +3,729 New
PP
1327
Patten & Patten
Tennessee
$1.78M -$14.9K -35 -0.9%
BFO
1328
Boston Family Office
Massachusetts
$1.77M +$201K +470 +14%
BCP
1329
Blue Chip Partners
Michigan
$1.76M -$854 -2 -0.1%
TNB
1330
Thomasville National Bank
Georgia
$1.76M -$73K -171 -4%
PTC
1331
Philadelphia Trust Company
Pennsylvania
$1.76M -$17.1K -40 -1%
SS
1332
Sunbelt Securities
Texas
$1.76M -$12.4K -29 -0.8%
MWA
1333
Midland Wealth Advisors
Illinois
$1.75M -$99.5K -233 -6%
FCFC
1334
First Citizens Financial Corp
Iowa
$1.75M +$3.84K +9 +0.2%
MF
1335
Montis Financial
Massachusetts
$1.75M -$39.3K -92 -2%
Federated Hermes
1336
Federated Hermes
Pennsylvania
$1.75M -$669K -1,567 -30%
HWM
1337
Hohimer Wealth Management
Washington
$1.75M +$4.7K +11 +0.3%
SGK
1338
Steigerwald Gordon & Koch
Virginia
$1.74M +$11.5K +27 +0.7%
PAA
1339
Peregrine Asset Advisers
Oregon
$1.74M +$804K +1,884 +96%
MTIC
1340
Missouri Trust & Investment Company
Missouri
$1.74M
RCAG
1341
Rehmann Capital Advisory Group
Michigan
$1.74M +$2.13K +5 +0.1%
IP
1342
Investment Partners
Ohio
$1.74M -$12.8K -30 -0.8%
CWM
1343
Circle Wealth Management
New Jersey
$1.73M -$2.56K -6 -0.2%
FCIM
1344
Fairview Capital Investment Management
California
$1.73M
GC
1345
Gilbert & Cook
Iowa
$1.73M +$33.3K +78 +2%
CIM
1346
Corda Investment Management
Texas
$1.73M +$43.5K +102 +3%
OC
1347
Oakworth Capital
Alabama
$1.73M
EFG
1348
Ethos Financial Group
Pennsylvania
$1.72M +$474K +1,110 +44%
WPW
1349
Waldron Private Wealth
Pennsylvania
$1.72M
FSA
1350
Fort Sheridan Advisors
Illinois
$1.72M -$53.4K -125 -3%