CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FC
1676
Financial Consulate
Maryland
$1.05M +$935K +2,191 New
RFG
1677
RFP Financial Group
Georgia
$1.05M -$225K -526 -18%
TTIC
1678
Tower Trust & Investment Company
Iowa
$1.04M +$696K +1,631 +293%
APW
1679
Austin Private Wealth
Texas
$1.04M -$8.54K -20 -0.9%
AWM
1680
Aberdeen Wealth Management
Illinois
$1.04M – – –
PAMG
1681
Patton Albertson Miller Group
Tennessee
$1.04M -$1.33M -3,107 -59%
ZBNA
1682
Zions Bancorporation, National Association
Utah
$1.04M +$401K +940 +76%
SC
1683
Sepio Capital
Utah
$1.04M +$325K +761 +54%
CM
1684
Cercano Management
Washington
$1.04M – – –
MWM
1685
Marion Wealth Management
Pennsylvania
$1.04M +$2.13K +5 +0.2%
QPWM
1686
Quadrant Private Wealth Management
Pennsylvania
$1.04M -$4.27K -10 -0.5%
Financial Engines Advisors
1687
Financial Engines Advisors
California
$1.04M +$33.3K +78 +4%
LF
1688
LifePlan Financial
Minnesota
$1.04M +$554K +1,298 +149%
SIA
1689
Soltis Investment Advisors
Utah
$1.04M +$54.2K +127 +6%
GS
1690
GTS Securities
Florida
$1.03M +$925K +2,166 New
QIM
1691
Quantitative Investment Management
Virginia
$1.03M +$923K +2,161 New
WCM
1692
Windsor Capital Management
Arizona
$1.03M -$10.2K -24 -1%
MPIA
1693
Mountain Pacific Investment Advisers
Idaho
$1.03M – – –
DA
1694
Doliver Advisors
Texas
$1.03M -$18.8K -44 -2%
TC
1695
TFR Capital
Texas
$1.03M -$36.3K -85 -4%
AI
1696
Atom Investors
Texas
$1.02M +$916K +2,146 New
PCA
1697
Purkiss Capital Advisors
Connecticut
$1.02M +$119K +279 +15%
CCAM
1698
Cascades Capital Asset Management
North Carolina
$1.02M -$8.54K -20 -0.9%
MBTD
1699
Mechanics Bank - Trust Department
California
$1.02M -$21.3K -50 -2%
CCWM
1700
Cassaday & Co Wealth Management
Virginia
$1.01M +$9.39K +22 +1%