We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1376
Silvant Capital Management
Georgia
$136K – – –
RTC
1377
Riverview Trust Company
Washington
$135K – – –
EIP
1378
Ellis Investment Partners
Pennsylvania
$135K +$711 +6 +0.6%
Cohen & Steers
1379
Cohen & Steers
New York
$131K – – –
WTFG
1380
Wells Trecaso Financial Group
Ohio
$130K +$122K +1,025 New
PWMG
1381
Prestige Wealth Management Group
New Jersey
$129K +$79.1K +667 +189%
BSG
1382
Black Swift Group
Colorado
$127K +$119K +1,000 New
LWM
1383
Lenox Wealth Management
Ohio
$123K +$2.49K +21 +2%
PFGIA
1384
Patriot Financial Group Insurance Agency
Massachusetts
$118K -$18.7K -158 -14%
MF
1385
Manchester Financial
California
$116K -$3.32K -28 -3%
SBL
1386
Sargent Bickham Lagudis
Colorado
$115K – – –
FP
1387
Financial Perspectives
Minnesota
$114K -$8.77K -74 -8%
RCA
1388
Reitz Capital Advisors
Michigan
$114K +$107K +900 New
MPWT
1389
MassMutual Private Wealth & Trust
Connecticut
$113K +$74.8K +631 +241%
AssetMark Inc
1390
AssetMark Inc
California
$112K -$18.5K -156 -15%
LTI
1391
Laffer Tengler Investments
Tennessee
$109K +$103K +865 New
GWMIA
1392
Global Wealth Management Investment Advisory
Florida
$108K -$4.03K -34 -4%
HR
1393
Howe & Rusling
New York
$105K +$59.5K +502 +154%
TI
1394
Truehand Inc
New Hampshire
$103K +$53.9K +455 +126%
BEAM
1395
Baker Ellis Asset Management
Washington
$103K +$96.6K +815 New
OC
1396
Oakworth Capital
Alabama
$102K – – –
DOA
1397
D'Orazio & Associates
Virginia
$101K – – –
GC
1398
Grace Capital
Massachusetts
$101K – – –
GEA
1399
Glen Eagle Advisors
New Jersey
$96.3K -$34.7K -293 -28%
BWA
1400
Burt Wealth Advisors
Maryland
$94K – – –