CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DI
1426
Disciplined Investors
Texas
$2.54M +$9K +13 +0.4%
LF
1427
Lantz Financial
Illinois
$2.54M -$121K -175 -5%
SS
1428
Sunbelt Securities
Texas
$2.54M -$15.2K -22 -0.6%
WPW
1429
Waldron Private Wealth
Pennsylvania
$2.53M +$6.93K +10 +0.3%
GC
1430
Gilbert & Cook
Iowa
$2.53M -$27K -39 -1%
FCIM
1431
Fairview Capital Investment Management
California
$2.52M – – –
BWM
1432
Braeburn Wealth Management
Michigan
$2.52M +$86.6K +125 +4%
QCIG
1433
Quad-Cities Investment Group
Iowa
$2.51M -$148K -214 -6%
AIM
1434
Aspen Investment Management
Michigan
$2.51M -$224K -323 -8%
Vanguard Capital Wealth Advisors
1435
Vanguard Capital Wealth Advisors
Colorado
$2.51M -$27.7K -40 -1%
KWMG
1436
King Wealth Management Group
Florida
$2.51M +$56.8K +82 +2%
KP
1437
Keel Point
Alabama
$2.5M -$398K -575 -14%
BCG
1438
BayBridge Capital Group
California
$2.5M – – –
WIC
1439
Wilkins Investment Counsel
Massachusetts
$2.5M -$177K -255 -7%
DM
1440
Diversified Management
Wisconsin
$2.5M +$12.5K +18 +0.5%
HW
1441
Hancock Whitney
Mississippi
$2.5M -$27K -39 -1%
CFS
1442
CRA Financial Services
New Jersey
$2.49M +$23.5K +34 +1%
SA
1443
Sovran Advisors
California
$2.49M -$32.6K -47 -2%
SB
1444
Strategic Blueprint
Georgia
$2.49M -$152K -220 -6%
LOPW
1445
Live Oak Private Wealth
North Carolina
$2.48M -$13.9K -20 -0.6%
BRM
1446
Boston Research & Management
Massachusetts
$2.48M – – –
OC
1447
Oakworth Capital
Alabama
$2.48M -$9.7K -14 -0.4%
DFA
1448
Delta Financial Advisors
Louisiana
$2.48M +$34.6K +50 +1%
CGIM
1449
Capital Group Investment Management
Singapore
$2.46M +$2.41M +3,478 New
VGDSS
1450
VUB Generali dochodkova spravcovska spolocnost
$2.46M -$67.9K -98 -3%