We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
1426
Traverso Chambers Private Wealth Management
California
$384K – – –
IIM
1427
Ironwood Investment Management
Massachusetts
$383K -$21.9K -105 -5%
DC
1428
Derby & Company
Massachusetts
$383K – – –
AI
1429
AXS Investments
New York
$381K -$770K -3,697 -65%
ACP
1430
Arcus Capital Partners
Georgia
$381K – – –
GPFA
1431
Game Plan Financial Advisors
Ohio
$381K +$104K +500 +34%
NCM
1432
Novare Capital Management
North Carolina
$377K -$833 -4 -0.2%
TBNY
1433
Trustco Bank (New York)
New York
$377K – – –
UAS
1434
United Asset Strategies
New York
$377K +$2.29K +11 +0.6%
BIC
1435
Beach Investment Counsel
Pennsylvania
$376K -$4.58K -22 -1%
GIA
1436
GHP Investment Advisors
Colorado
$376K – – –
MYIA
1437
Mount Yale Investment Advisors
Colorado
$375K -$80.6K -387 -17%
FCFC
1438
First Commonwealth Financial Corp
Pennsylvania
$375K – – –
JWBC
1439
J.W. Burns & Co
New York
$374K – – –
EWM
1440
Evermay Wealth Management
Virginia
$373K -$83.3K -400 -17%
CM
1441
Castleark Management
Illinois
$372K – – –
CA
1442
Clearstead Advisors
Ohio
$372K +$1.87K +9 +0.5%
AW
1443
ACG Wealth
Georgia
$372K +$42.1K +202 +12%
CA
1444
CastleArk Alternatives
Illinois
$372K +$404K +1,940 New
AIM
1445
Acropolis Investment Management
Missouri
$371K -$5K -24 -1%
BWA
1446
BlueSky Wealth Advisors
North Carolina
$369K – – –
IB
1447
Intrust Bank
Kansas
$368K -$87.7K -421 -18%
VWM
1448
Vigilare Wealth Management
Arizona
$367K -$158K -757 -28%
TIM
1449
Total Investment Management
Arizona
$367K – – –
SF
1450
Summit Financial
New Jersey
$364K +$88.5K +425 +29%
56 57
58
59 60