We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DEM
1526
Disciplined Equity Management
Florida
$1.08M +$93.3K +280 +11%
JIC
1527
Joel Isaacson & Co
New York
$1.08M +$15.7K +47 +2%
LWCFA
1528
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.08M -$24K -72 -3%
DA
1529
Denali Advisors
California
$1.07M -$22K -66 -2%
AWM
1530
Aviso Wealth Management
Washington
$1.07M +$51K +153 +6%
KFI
1531
Key Financial Inc
Pennsylvania
$1.07M +$10K +30 +1%
CFA
1532
Capstone Financial Advisors
Illinois
$1.07M -$32K -96 -3%
AIIMS
1533
Analyst IMS Investment Management Services
Israel
$1.07M +$467K +1,400 +104%
CAM
1534
Covenant Asset Management
New Jersey
$1.07M -$37.3K -112 -4%
TWA
1535
Trace Wealth Advisors
California
$1.07M – – –
HBT
1536
Heartland Bank & Trust
Illinois
$1.07M – – –
CA
1537
Claris Advisors
Missouri
$1.07M -$58.7K -176 -6%
PWPS
1538
Pinnacle Wealth Planning Services
Ohio
$1.07M -$45K -135 -5%
PIMG
1539
Patriot Investment Management Group
Tennessee
$1.07M -$18.3K -55 -2%
EWA
1540
Elevate Wealth Advisory
Georgia
$1.06M -$41.7K -125 -4%
AGAM
1541
Audent Global Asset Management
California
$1.06M -$4K -12 -0.4%
RIA
1542
Realta Investment Advisors
Delaware
$1.06M +$23.3K +70 +3%
TAM
1543
Titleist Asset Management
Texas
$1.06M -$2.33K -7 -0.3%
TWM
1544
Tradition Wealth Management
Minnesota
$1.06M -$5K -15 -0.5%
BF
1545
Baring Financial
Washington
$1.06M +$22.3K +67 +3%
LWAM
1546
Legacy Wealth Asset Management
Minnesota
$1.05M -$13.3K -40 -1%
PF
1547
Prosperitas Financial
California
$1.05M -$15K -45 -2%
GFP
1548
Gryphon Financial Partners
Ohio
$1.05M +$100K +300 +13%
PFA
1549
Pathway Financial Advisors
Vermont
$1.05M -$274K -823 -23%
HPBT
1550
Hickory Point Bank & Trust
Illinois
$1.05M – – –
60 61
62
63 64