We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WCA
1601
Windsor Creek Advisors
Vermont
– -$255K -2,196 Closed
TCA
1602
Transcend Capital Advisors
New Jersey
– -$252K -2,175 Closed
LOAMS
1603
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$252K -2,172 Closed
HEIP
1604
Hudson Edge Investment Partners
New Jersey
– -$252K -2,170 Closed
VAM
1605
Verity Asset Management
North Carolina
– -$252K -2,168 Closed
BPB
1606
Badgley, Phelps & Bell
Washington
– -$251K -2,167 Closed
TC
1607
TAP Consulting
Missouri
– -$251K -2,165 Closed
MG
1608
Meritage Group
California
– -$250K -2,156 Closed
BWM
1609
BigSur Wealth Management
Florida
– -$245K -2,110 Closed
SIM
1610
Stratos Investment Management
Ohio
– -$237K -2,042 Closed
MVA
1611
Mount Vernon Associates
Maryland
– -$235K -2,026 Closed
FIB
1612
First Interstate Bank
Montana
– -$226K -1,947 Closed
AIS
1613
Accurate Investment Solutions
Pennsylvania
– -$211K -1,814 Closed
VC
1614
Vicus Capital
Pennsylvania
– -$203K -1,746 Closed
HPWM
1615
Highland Private Wealth Management
Washington
– -$203K -1,745 Closed
LAIC
1616
Lederer & Associates Investment Counsel
California
– -$200K -1,725 Closed
SWP
1617
Strategic Wealth Partners
Ohio
– -$237K -1,606 Closed
Capstone Investment Advisors
1618
Capstone Investment Advisors
New York
– -$179K -1,509 Closed
CDIA
1619
Capital Directions Investment Advisors
Georgia
– -$142K -1,228 Closed
AC
1620
AlphaCore Capital
California
– -$99K -851 Closed
EWM
1621
EPG Wealth Management
Georgia
– -$94K -807 Closed
PAM
1622
Paradigm Asset Management
New York
– -$87K -750 Closed
CIS
1623
Capital International Sarl
California
– -$81K -700 Closed
HFM
1624
Harvest Fund Management
China
– -$58K -505 Closed
DWM
1625
Darwin Wealth Management
Florida
– -$54K -473 Closed