We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AFC
1601
AFT Forsyth & Company
Florida
$535K
Loomis, Sayles & Company
1602
Loomis, Sayles & Company
Massachusetts
$533K -$123K -453 -19%
CWM
1603
Centurion Wealth Management
Virginia
$533K -$5.7K -21 -1%
BAM
1604
Bosun Asset Management
Illinois
$532K -$13.6K -50 -3%
CAC
1605
Core Alternative Capital
Georgia
$532K -$67.8K -250 -11%
GSEP
1606
Golden State Equity Partners
California
$529K -$5.97K -22 -1%
CHA
1607
Carmichael Hill & Associates
Maryland
$529K -$4.88K -18 -0.9%
PWMG
1608
Provence Wealth Management Group
California
$529K +$76K +280 +17%
AR
1609
Advisory Research
Illinois
$528K +$48.6K +179 +10%
OHWA
1610
Oak Hill Wealth Advisors
Virginia
$528K +$9.77K +36 +2%
D
1611
Diversified
Delaware
$524K +$11.9K +44 +2%
PCP
1612
Proficio Capital Partners
Massachusetts
$524K +$34.2K +126 +7%
LA
1613
Latitude Advisors
Florida
$523K +$27.4K +101 +6%
ESBC
1614
E.S. Barr & Co
Kentucky
$522K +$109K +400 +26%
RMAM
1615
Raab & Moskowitz Asset Management
New Jersey
$522K
OPPS
1616
Obsidian Personal Planning Solutions
Maryland
$521K
CHP
1617
Cable Hill Partners
Oregon
$521K +$78.4K +289 +18%
WP
1618
WealthSource Partners
California
$520K -$11.9K -44 -2%
CC
1619
Constitution Capital
Connecticut
$519K
RSVP
1620
Ramsay Stattman Vela & Price
Colorado
$519K
CPIG
1621
Chicago Partners Investment Group
Illinois
$518K +$33.1K +122 +6%
ORAM
1622
One River Asset Management
Connecticut
$517K -$268K -988 -35%
PAA
1623
Peregrine Asset Advisers
Oregon
$517K -$164K -606 -24%
BFC
1624
Bedel Financial Consulting
Indiana
$515K +$18.7K +69 +4%
TWM
1625
Tradition Wealth Management
Minnesota
$514K +$91.2K +336 +22%