We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1701
Executive Wealth Management
Michigan
$219K -$417 -2 -0.2%
MI
1702
Markston International
New York
$219K – – –
CVM
1703
Cheviot Value Management
California
$218K – – –
OC
1704
Oakworth Capital
Alabama
$218K – – –
CWM
1705
Calamos Wealth Management
Illinois
$217K -$625 -3 -0.3%
SN
1706
Sittner & Nelson
Oregon
$215K +$208 +1 +0.1%
LW
1707
Linscomb Wealth
Texas
$214K -$91.4K -439 -28%
HIP
1708
HUB Investment Partners
Texas
$214K -$82.3K -395 -26%
IP
1709
Isthmus Partners
Wisconsin
$213K – – –
SW
1710
SkyOak Wealth
Michigan
$213K – – –
BWM
1711
Buckley Wealth Management
Nevada
$212K -$3.12K -15 -1%
FG
1712
Fiduciary Group
Georgia
$211K – – –
GIM
1713
Greylin Investment Management
Virginia
$211K – – –
RMAM
1714
Raab & Moskowitz Asset Management
New Jersey
$211K +$229K +1,100 New
ASC
1715
Atalanta Sosnoff Capital
New York
$210K -$15.6K -75 -6%
BOPW
1716
Brandywine Oak Private Wealth
Pennsylvania
$210K – – –
MGWM
1717
Marks Group Wealth Management
Minnesota
$210K +$227K +1,092 New
VA
1718
Valmark Advisers
Ohio
$209K -$26K -125 -10%
FFWM
1719
Future Financial Wealth Management
Ohio
$209K – – –
EIP
1720
Ellis Investment Partners
Pennsylvania
$209K +$625 +3 +0.3%
ECM
1721
Elgethun Capital Management
South Dakota
$209K +$48.3K +232 +27%
HFM
1722
Harvest Fund Management
China
$208K -$190K -911 -46%
PG
1723
Patten Group
Tennessee
$208K -$77.5K -372 -26%
AA
1724
Alesco Advisors
New York
$208K – – –
FNBOO
1725
First National Bank of Omaha
Nebraska
$208K +$28.5K +137 +14%
67 68
69
70 71