We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
1601
Miracle Mile Advisors
California
-$273K -1,848 Closed
BWM
1602
BT Wealth Management
Georgia
-$265K -1,797 Closed
SCM
1603
Southport Capital Management
Tennessee
-$262K -1,774 Closed
EBT
1604
Enterprise Bank & Trust
Massachusetts
-$258K -1,749 Closed
GFS
1605
GYL Financial Synergies
Connecticut
-$256K -1,736 Closed
PI
1606
Pettee Investors
Connecticut
-$252K -1,707 Closed
ISWM
1607
Independent Solutions Wealth Management
New York
-$252K -1,706 Closed
SIC
1608
Shoker Investment Counsel
Ohio
-$251K -1,702 Closed
BIAS
1609
Beacon Investment Advisory Services
New Jersey
-$251K -1,700 Closed
NCM
1610
Novare Capital Management
North Carolina
-$249K -1,687 Closed
KP
1611
Keel Point
Alabama
-$248K -1,680 Closed
FSC
1612
Full Sail Capital
Oklahoma
-$234K -1,678 Closed
TA
1613
TFG Advisers
Michigan
-$247K -1,676 Closed
SFG
1614
Sunburst Financial Group
Alabama
-$247K -1,674 Closed
CIP
1615
Convergence Investment Partners
Florida
-$246K -1,668 Closed
BW
1616
Bison Wealth
Georgia
-$246K -1,664 Closed
HCM
1617
Hilton Capital Management
New York
-$246K -1,663 Closed
GAM
1618
Gould Asset Management
California
-$245K -1,660 Closed
CBFP
1619
Cedar Brook Financial Partners
Ohio
-$244K -1,650 Closed
VLC
1620
Van Leeuwen & Company
New Jersey
-$243K -1,645 Closed
AMM
1621
American Money Management
California
-$243K -1,644 Closed
SFG
1622
StrategIQ Financial Group
Indiana
-$242K -1,637 Closed
AAM
1623
American Asset Management
Florida
-$242K -1,636 Closed
Rafferty Asset Management
1624
Rafferty Asset Management
New York
-$241K -1,631 Closed
AC
1625
Addison Capital
Pennsylvania
-$240K -1,628 Closed