We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1651
Benedict Financial Advisors
Georgia
– -$238K -1,561 Closed
YIA
1652
YHB Investment Advisors
Connecticut
– -$237K -1,552 Closed
AAM
1653
American Asset Management
Florida
– -$235K -1,542 Closed
FAB
1654
First American Bank
Illinois
– -$233K -1,525 Closed
WPC
1655
Waters Parkerson & Co
Louisiana
– -$233K -1,525 Closed
JWBC
1656
J.W. Burns & Co
New York
– -$232K -1,520 Closed
NDSI
1657
Newman Dignan & Sheerar Inc
Rhode Island
– -$231K -1,510 Closed
CGT
1658
Capital Guardian Trust
California
– -$230K -1,508 Closed
DWM
1659
Dynasty Wealth Management
Florida
– -$230K -1,508 Closed
CCM
1660
Chickasaw Capital Management
Tennessee
– -$229K -1,500 Closed
LWM
1661
Lyell Wealth Management
California
– -$229K -1,500 Closed
MJP
1662
Michael J. Puzo
– -$229K -1,500 Closed
MCM
1663
Monarch Capital Management
Indiana
– -$229K -1,500 Closed
GC
1664
Grimes & Company
Massachusetts
– -$227K -1,485 Closed
BW
1665
Bison Wealth
Georgia
– -$226K -1,484 Closed
BF
1666
Blankinship & Foster
California
– -$225K -1,477 Closed
MWPCG
1667
Measured Wealth Private Client Group
New Hampshire
– -$224K -1,475 Closed
PWPS
1668
Pinnacle Wealth Planning Services
Ohio
– -$225K -1,471 Closed
AA
1669
Alesco Advisors
New York
– -$224K -1,469 Closed
HA
1670
Harfst & Associates
Wyoming
– -$224K -1,469 Closed
CA
1671
Cornerstone Advisory
Maryland
– -$220K -1,444 Closed
TA
1672
Tiedemann Advisors
New York
– -$219K -1,442 Closed
Aristotle Capital Management
1673
Aristotle Capital Management
California
– -$218K -1,432 Closed
CIC
1674
Crawford Investment Counsel
Georgia
– -$216K -1,419 Closed
BIA
1675
Bigelow Investment Advisors
Maine
– -$215K -1,410 Closed