We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
1651
Crescent Grove Advisors
Illinois
$301K +$24.9K +108 +8%
BF
1652
Blankinship & Foster
California
$300K – – –
FFG
1653
Frisch Financial Group
New York
$297K -$47.1K -204 -13%
BFC
1654
Bedel Financial Consulting
Indiana
$297K +$61.7K +267 +24%
LJHT
1655
Laurie J. Hall Trustee
$295K -$11.5K -50 -4%
LTI
1656
Laffer Tengler Investments
Tennessee
$294K -$96.1K -416 -24%
PMG
1657
ProVise Management Group
Florida
$294K -$142K -613 -31%
GCA
1658
Gradient Capital Advisors
California
$294K +$24.3K +105 +8%
SWM
1659
Selective Wealth Management
Virginia
$294K +$69.3K +300 +29%
LFA
1660
Landmark Financial Advisors
Kentucky
$293K -$4.39K -19 -1%
SAG
1661
Spotlight Asset Group
Illinois
$293K – – –
WPC
1662
Waters Parkerson & Co
Louisiana
$292K -$23.1K -100 -7%
CFC
1663
Coyle Financial Counsel
Illinois
$292K – – –
SFFS
1664
Stonehage Fleming Financial Services
Jersey
$292K – – –
AI
1665
Accredited Investors
Minnesota
$292K +$22.2K +96 +8%
PCG
1666
Private Capital Group
Connecticut
$289K -$2.54K -11 -0.8%
BFG
1667
Berger Financial Group
Minnesota
$289K +$3.46K +15 +1%
CA
1668
Calton & Associates
Florida
$288K -$39K -169 -11%
CFA
1669
CWS Financial Advisors
Michigan
$288K – – –
RFA
1670
Reilly Financial Advisors
California
$288K +$47.8K +207 +19%
SA
1671
Strategic Advisors
New York
$288K +$306K +1,323 New
MCM
1672
Monarch Capital Management
Indiana
$287K – – –
AWM
1673
Apollon Wealth Management
South Carolina
$286K -$46.2K -200 -13%
PGIM
1674
Pacific Global Investment Management
California
$285K +$462 +2 +0.2%
MIP
1675
Marietta Investment Partners
Wisconsin
$283K – – –
65 66
67
68 69