We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BBNB
1651
Baker Boyer National Bank
Washington
$492K
Harris Associates
1652
Harris Associates
Illinois
$491K -$658K -2,425 -57%
BWM
1653
Benchmark Wealth Management
Connecticut
$487K +$271 +1 +0.1%
LA
1654
Lakeside Advisors
Washington
$486K +$271 +1 +0.1%
MA
1655
MBA Advisors
Pennsylvania
$485K -$4.88K -18 -1%
SMH
1656
Sanders Morris Harris
Texas
$485K
ABLA
1657
Alan B. Lancz & Associates
Ohio
$484K
BFM
1658
Boston Financial Management
Massachusetts
$484K +$17.4K +64 +4%
PL
1659
Plancorp LLC
Missouri
$484K +$66.5K +245 +16%
TC
1660
Telemus Capital
Michigan
$481K +$22.8K +84 +5%
LF
1661
LifeSteps Financial
California
$480K
AC
1662
Addison Capital
Pennsylvania
$480K -$55.3K -204 -10%
NICM
1663
Neo Ivy Capital Management
New York
$480K +$477K +1,760 New
PP
1664
Paloma Partners
Connecticut
$478K -$614K -2,263 -56%
TWM
1665
Thrive Wealth Management
Pennsylvania
$478K +$2.98K +11 +0.6%
THWM
1666
Taylor Hoffman Wealth Management
Virginia
$477K
ACM
1667
Arcataur Capital Management
Wisconsin
$476K -$2.71K -10 -0.6%
ARG
1668
Advisory Resource Group
Oklahoma
$475K
RVPG
1669
Relative Value Partners Group
$472K +$469K +1,729 New
EWM
1670
Evermay Wealth Management
Virginia
$470K -$29.8K -110 -6%
ZIG
1671
Zullo Investment Group
Pennsylvania
$470K +$45.8K +169 +11%
DS
1672
DRW Securities
Illinois
$470K +$467K +1,722 New
CCM
1673
Check Capital Management
California
$469K
GCA
1674
Gradient Capital Advisors
California
$468K -$16K -59 -3%
EFG
1675
Everhart Financial Group
Ohio
$467K +$58.1K +214 +14%