We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1376
One Capital Management
California
$244K -$57.6K -410 -20%
WP
1377
WealthShield Partners
North Carolina
$243K +$229K +1,632 New
SS
1378
Sunbelt Securities
Texas
$241K -$39.9K -284 -15%
VBFG
1379
Vishria Bird Financial Group
Tennessee
$240K – – –
BPB
1380
Badgley, Phelps & Bell
Washington
$240K +$226K +1,607 New
HFBOT
1381
Home Federal Bank of Tennessee
Tennessee
$239K – – –
CA
1382
Cullinan Associates
Kentucky
$239K +$225K +1,600 New
FFG
1383
Frisch Financial Group
New York
$239K +$225K +1,605 New
FMT
1384
First Mercantile Trust
Tennessee
$238K -$46.2K -329 -19%
MA
1385
MONECO Advisors
Connecticut
$238K -$27.5K -196 -11%
SAG
1386
Spotlight Asset Group
Illinois
$238K – – –
ACA
1387
Affinity Capital Advisors
California
$238K +$281 +2 +0.1%
GWM
1388
Greenwich Wealth Management
Connecticut
$238K +$224K +1,594 New
RI
1389
Ridgewood Investments
New Jersey
$237K -$5.62K -40 -2%
BB
1390
Bell Bank
North Dakota
$237K – – –
BBNA
1391
Bremer Bank National Association
Minnesota
$237K +$223K +1,588 New
FWP
1392
FAS Wealth Partners
Kansas
$237K +$224K +1,592 New
SB
1393
Sunflower Bank
Texas
$236K -$21.4K -152 -9%
PAS
1394
Partnervest Advisory Services
California
$235K +$221K +1,576 New
IAP
1395
Indie Asset Partners
Indiana
$234K – – –
CPSAC
1396
Chas P. Smith & Associates (CPS)
Florida
$234K +$221K +1,572 New
WQ
1397
Wealth Quarterback
New Jersey
$233K – – –
DWM
1398
Destination Wealth Management
California
$233K +$220K +1,564 New
SSW
1399
Smith Shellnut Wilson
Mississippi
$233K +$220K +1,564 New
HPWM
1400
Highland Private Wealth Management
Washington
$232K +$218K +1,551 New