We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FC
1376
Ferris Capital
Massachusetts
$557K – – –
RPC
1377
Rossmore Private Capital
Connecticut
$557K – – –
FHC
1378
First Heartland Consultants
Missouri
$556K +$97.3K +483 +22%
CFA
1379
Capstone Financial Advisors
Illinois
$555K -$5.64K -28 -1%
CHJWM
1380
Carlton Hofferkamp & Jenks Wealth Management
Texas
$555K – – –
AL
1381
Aspiriant LLC
California
$555K +$53.2K +264 +11%
CIC
1382
Crawford Investment Counsel
Georgia
$554K -$19.3K -96 -3%
AA
1383
AF Advisors
California
$554K – – –
OWM
1384
Opes Wealth Management
California
$551K – – –
CG
1385
Corundum Group
Colorado
$551K +$85.4K +424 +19%
SAM
1386
Seelaus Asset Management
New Jersey
$550K – – –
ASFA
1387
All Season Financial Advisors
Colorado
$549K +$534K +2,654 New
IA
1388
Insight Advisors
Pennsylvania
$548K -$18.7K -93 -3%
KPW
1389
Kore Private Wealth
New York
$545K +$8.05K +40 +2%
WCM
1390
Windsor Capital Management
Arizona
$541K +$201 +1 +0%
MAM
1391
Morse Asset Management
Connecticut
$540K +$40.3K +200 +8%
LSV Asset Management
1392
LSV Asset Management
Illinois
$538K – – –
PIM
1393
Perpetual Investment Management
Australia
$538K – – –
BONST
1394
Bank of Nova Scotia Trust
Ontario, Canada
$538K +$403 +2 +0.1%
PHIC
1395
Pine Haven Investment Counsel
Massachusetts
$538K +$524K +2,603 New
FI
1396
Fractal Investments
Connecticut
$536K +$522K +2,591 New
HWA
1397
Heritage Wealth Advisors
Virginia
$535K – – –
HC
1398
Hamilton Capital
Ohio
$534K +$520K +2,583 New
JWCA
1399
J.W. Coons Advisors
Ohio
$533K -$201K -996 -28%
SVWAG
1400
Sound View Wealth Advisors Group
Georgia
$531K -$12.3K -61 -2%