CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
1351
Westwood Holdings Group
Texas
$2.86M -$898K -1,296 -24%
T
1352
TrustBank
Illinois
$2.85M +$1.05M +1,519 +61%
BB
1353
Burford Brothers
Texas
$2.85M +$22.9K +33 +0.8%
ACG
1354
Allen Capital Group
Nebraska
$2.85M +$29.8K +43 +1%
EDRH
1355
Edmond de Rothschild Holding
Switzerland
$2.84M -$54.9M -79,299 -95%
PCM
1356
Polymer Capital Management
New York
$2.83M -$693K -1,000 -20%
TBA
1357
Tower Bridge Advisors
Pennsylvania
$2.83M – – –
VFM
1358
Viking Fund Management
North Dakota
$2.83M – – –
MWA
1359
Martel Wealth Advisors
Washington
$2.83M +$693K +1,000 +33%
CF
1360
Carlson Financial
Oregon
$2.83M -$325K -469 -11%
MA
1361
MCF Advisors
Kentucky
$2.82M +$170K +245 +7%
DIM
1362
Delta Investment Management
California
$2.82M – – –
SFG
1363
SNS Financial Group
Minnesota
$2.81M +$213K +307 +8%
CIC
1364
Carnegie Investment Counsel
Ohio
$2.81M -$40.2K -58 -1%
LI
1365
LRI Investments
Florida
$2.8M +$24.2K +35 +0.9%
CPIG
1366
Chicago Partners Investment Group
Illinois
$2.79M +$5.54K +8 +0.2%
BAM
1367
BOCHK Asset Management
Hong Kong
$2.79M +$2.2M +3,180 +418%
AC
1368
AlphaCore Capital
California
$2.79M -$422K -610 -13%
BAM
1369
Berkshire Asset Management
Pennsylvania
$2.79M +$13.9K +20 +0.5%
VWM
1370
Vivid Wealth Management
Iowa
$2.78M -$511K -738 -16%
AMG
1371
Advisors Management Group
Wisconsin
$2.77M -$317K -458 -10%
CST
1372
Charles Schwab Trust
Nevada
$2.76M -$1.12M -1,613 -29%
EHC
1373
Everett Harris & Co
California
$2.76M -$48.5K -70 -2%
PAM
1374
Paradigm Asset Management
New York
$2.76M – – –
SS
1375
SBI Securities
Japan
$2.76M +$269K +388 +11%
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