We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1426
Oakworth Capital
Alabama
$93K +$52.2K +401 +123%
DOA
1427
D'Orazio & Associates
Virginia
$89K – – –
EWA
1428
ERTS Wealth Advisors
Michigan
$89K +$91.5K +703 New
GEA
1429
Glen Eagle Advisors
New Jersey
$88.8K -$10.5K -81 -10%
LWM
1430
Lenox Wealth Management
Ohio
$87K -$13.3K -102 -13%
SIS
1431
Sound Income Strategies
Florida
$85K – – –
JT
1432
Jump Trading
Illinois
$85K +$87K +669 New
ME
1433
McIlrath & Eck
Washington
$84K -$15.2K -117 -15%
EWM
1434
Endurance Wealth Management
Rhode Island
$82K – – –
TCM
1435
Tradewinds Capital Management
Washington
$82K +$6.5K +50 +8%
PCP
1436
Proficio Capital Partners
Massachusetts
$81K +$15.9K +122 +24%
FEG
1437
Financial Enhancement Group
Indiana
$76K – – –
PCTC
1438
Perkins Coie Trust Company
Washington
$76K – – –
ST
1439
Sageworth Trust
Pennsylvania
$76K – – –
TI
1440
Truehand Inc
New Hampshire
$76K +$77.5K +596 New
LGWM
1441
Litman Gregory Wealth Management
California
$76K +$78.1K +600 New
GAM
1442
Gemmer Asset Management
California
$75K +$47.9K +368 +167%
NCM
1443
Nelson Capital Management
California
$72K – – –
PGWM
1444
Parisi Gray Wealth Management
New Jersey
$71K – – –
BWP
1445
Baldwin Wealth Partners
Massachusetts
$70K -$22.6K -174 -24%
RFM
1446
Royal Fund Management
Florida
$70K +$1.3K +10 +2%
LWANC
1447
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K +$70.3K +540 New
MAM
1448
Meeder Asset Management
Ohio
$69K +$70.9K +545 New
KPCM
1449
Kings Point Capital Management
New York
$67K +$37.7K +290 +121%
WANY
1450
Wealthspire Advisors (New York)
New York
$66K +$67.8K +521 New
56 57
58
59 60