We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1726
Sugarloaf Wealth Management
Georgia
$353K -$3.87K -16 -1%
ORAM
1727
One River Asset Management
Connecticut
$353K +$159K +656 +72%
COCM
1728
Charter Oak Capital Management
New Hampshire
$353K +$1.45K +6 +0.4%
SA
1729
SAM Advisors
California
$352K – – –
GA
1730
GraniteShares Advisors
New York
$352K -$29.5K -122 -7%
BWA
1731
BDO Wealth Advisors
Florida
$351K – – –
ZIG
1732
Zullo Investment Group
Pennsylvania
$348K +$17.6K +73 +5%
EWA
1733
EP Wealth Advisors
California
$347K +$452K +1,870 +33%
DBT
1734
Dubuque Bank & Trust
Iowa
$346K -$2.9K -12 -0.8%
DA
1735
Doliver Advisors
Texas
$346K -$7.25K -30 -2%
MCM
1736
Mengis Capital Management
Oregon
$346K +$6.04K +25 +2%
KF
1737
Krilogy Financial
Missouri
$346K +$41.1K +170 +13%
FWM
1738
Fingerlakes Wealth Management
New York
$345K +$1.69K +7 +0.5%
FC
1739
Forte Capital
New York
$345K +$18.1K +75 +5%
RIA
1740
Richwood Investment Advisors
Ohio
$344K – – –
BB
1741
Bell Bank
North Dakota
$344K -$2.18K -9 -0.6%
JWM
1742
Jupiter Wealth Management
Colorado
$343K -$109K -452 -23%
BEW
1743
Burton Enright Welch
California
$343K – – –
RC
1744
RBO & Co
California
$343K – – –
SC
1745
Schulhoff & Co
Ohio
$343K – – –
CFCI
1746
Comprehensive Financial Consultants Institutional
Indiana
$343K +$967 +4 +0.3%
CCM
1747
Chickasaw Capital Management
Tennessee
$343K – – –
CFAM
1748
Center For Asset Management
Florida
$341K +$242 +1 +0.1%
MPIA
1749
Mountain Pacific Investment Advisers
Idaho
$341K -$136K -561 -27%
FPGK
1750
Financial Partners Group (Kansas)
Kansas
$340K -$18.1K -75 -5%