We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1476
Balentine LLC
Georgia
$161K -$767K -5,496 -83%
EIP
1477
Ellis Investment Partners
Pennsylvania
$160K +$698 +5 +0.5%
SCM
1478
Silvant Capital Management
Georgia
$159K – – –
JFGIW
1479
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$157K -$141K -1,010 -49%
PMFA
1480
Plante Moran Financial Advisors
Michigan
$156K -$31.5K -226 -18%
MF
1481
Manchester Financial
California
$151K +$143K +1,022 New
SM
1482
SG3 Management
Puerto Rico
$148K – – –
SAM
1483
S.A. Mason
Michigan
$148K +$140K +1,000 New
RCA
1484
Ranch Capital Advisors
Florida
$147K +$138K +992 New
LWM
1485
Lenox Wealth Management
Ohio
$140K -$32.5K -233 -20%
PWP
1486
Personal Wealth Partners
Minnesota
$137K -$2.93K -21 -2%
OC
1487
Oakworth Capital
Alabama
$131K – – –
RTC
1488
Riverview Trust Company
Washington
$128K +$107K +768 +768%
EWM
1489
EPG Wealth Management
Georgia
$125K +$118K +848 New
AF
1490
Allworth Financial
California
$124K -$2.93K -21 -2%
GWMIA
1491
Global Wealth Management Investment Advisory
Florida
$123K -$2.51K -18 -2%
BEAM
1492
Baker Ellis Asset Management
Washington
$120K – – –
PVH
1493
Psagot Value Holdings
Israel
$120K – – –
FP
1494
Financial Perspectives
Minnesota
$118K +$112K +800 New
RMAM
1495
Raab & Moskowitz Asset Management
New Jersey
$118K -$257K -1,838 -70%
DOA
1496
D'Orazio & Associates
Virginia
$118K -$2.79K -20 -2%
PFGIA
1497
Patriot Financial Group Insurance Agency
Massachusetts
$117K -$28.6K -205 -21%
BWA
1498
Burt Wealth Advisors
Maryland
$116K -$179K -1,283 -62%
CIA
1499
CSat Investment Advisory
Michigan
$116K -$115K -826 -51%
AIM
1500
Acropolis Investment Management
Missouri
$113K -$13.5K -97 -11%
58 59
60
61 62