We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
1576
Gries Financial
Ohio
$820K +$715K +2,238 New
MGWM
1577
Marks Group Wealth Management
Minnesota
$819K – – –
CP
1578
Canopy Partners
Ohio
$818K +$45.7K +143 +7%
CAM
1579
Cypress Asset Management
Texas
$817K -$32K -100 -4%
T
1580
Tidemark
California
$815K +$22.7K +71 +3%
PP
1581
PDS Planning
Ohio
$814K +$34.5K +108 +5%
NEI
1582
Northwest & Ethical Investments
Ontario, Canada
$813K +$710K +2,220 New
FH
1583
FWG Holdings
Florida
$812K +$101K +317 +16%
PA
1584
PSI Advisors
Florida
$812K -$143K -448 -17%
CHJWM
1585
Carlton Hofferkamp & Jenks Wealth Management
Texas
$811K -$32.3K -101 -4%
NCM
1586
Novare Capital Management
North Carolina
$810K +$182K +568 +35%
TWM
1587
Tolleson Wealth Management
Texas
$808K -$62K -194 -8%
HCP
1588
Hexagon Capital Partners
Arkansas
$808K -$143K -448 -17%
ACM
1589
Aljian Capital Management
Nevada
$806K -$63.9K -200 -8%
FG
1590
Fiduciary Group
Georgia
$805K – – –
GIA
1591
GHP Investment Advisors
Colorado
$802K +$49.2K +154 +8%
SC
1592
SRB Corp
Massachusetts
$800K +$53.4K +167 +8%
6F
1593
626 Financial
Michigan
$798K – – –
MAWCM
1594
Mine & Arao Wealth Creation & Management
California
$797K +$959 +3 +0.1%
RIA
1595
Richwood Investment Advisors
Ohio
$795K +$128K +400 +23%
SF
1596
Symphony Financial
Texas
$795K -$1.15M -3,606 -62%
MCA
1597
MSH Capital Advisors
Arizona
$795K +$20.8K +65 +3%
CT
1598
Clearstead Trust
Maine
$794K +$22.4K +70 +3%
HWAM
1599
Hennion & Walsh Asset Management
New Jersey
$792K -$39.3K -123 -5%
TAM
1600
Townsend Asset Management
North Carolina
$792K +$45.1K +141 +7%
62 63
64
65 66