We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1451
Root Financial Partners
California
$1.21M +$471K +1,413 +83%
MFG
1452
Menard Financial Group
Texas
$1.21M -$22K -66 -2%
PCG
1453
PFC Capital Group
California
$1.2M -$178K -534 -15%
MAM
1454
Martingale Asset Management
Massachusetts
$1.2M -$687K -2,060 -40%
AIP
1455
Alexis Investment Partners
Texas
$1.2M +$69K +207 +7%
BFS
1456
Bard Financial Services
Connecticut
$1.2M +$608K +1,825 +144%
AM
1457
AGF Management
Ontario, Canada
$1.19M – – –
CWM
1458
Chesapeake Wealth Management
Virginia
$1.19M +$137K +412 +15%
WE
1459
Wealth Effects
Massachusetts
$1.19M +$47K +141 +5%
FB
1460
Fulton Bank
Pennsylvania
$1.19M -$156K -469 -13%
T
1461
Tidemark
California
$1.18M +$202K +606 +25%
PWM
1462
Purus Wealth Management
California
$1.18M +$579K +1,737 +133%
FHC
1463
First Heartland Consultants
Missouri
$1.18M +$31K +93 +3%
BIG
1464
Brookwood Investment Group
Arizona
$1.18M +$142K +426 +16%
AFA
1465
AA Financial Advisors
Ohio
$1.17M -$146K -439 -13%
KSB
1466
Kennebec Savings Bank
Maine
$1.17M +$51.7K +155 +5%
WI
1467
WrapManager Inc
California
$1.17M -$197K -590 -16%
BA
1468
Birinyi Associates
Connecticut
$1.17M – – –
WBC
1469
Westpac Banking Corp
Australia
$1.16M -$1.92M -5,767 -66%
MWA
1470
Martel Wealth Advisors
Washington
$1.16M – – –
SACTSONJ
1471
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.16M – – –
PA
1472
Probity Advisors
Texas
$1.16M -$174K -521 -15%
CWM
1473
Calamos Wealth Management
Illinois
$1.16M +$146K +439 +17%
HWA
1474
Heartwood Wealth Advisors
Virginia
$1.15M +$40.3K +121 +4%
NJIM
1475
Nabity-Jensen Investment Management
Nebraska
$1.15M +$2.67K +8 +0.3%
57 58
59
60 61