We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1751
Buckley Wealth Management
Nevada
$244K – – –
SN
1752
Sittner & Nelson
Oregon
$244K +$462 +2 +0.2%
IP
1753
Isthmus Partners
Wisconsin
$241K – – –
SW
1754
SkyOak Wealth
Michigan
$241K – – –
MHR
1755
Matthew Hamilton Rosenberg
$241K +$27.7K +120 +12%
CC
1756
Constitution Capital
Connecticut
$239K – – –
GIM
1757
Greylin Investment Management
Virginia
$239K – – –
PP
1758
PDS Planning
Ohio
$239K +$9.7K +42 +4%
BA
1759
Bristlecone Advisors
Washington
$238K – – –
BOPW
1760
Brandywine Oak Private Wealth
Pennsylvania
$238K +$33.3K +144 +15%
BWP
1761
Baldwin Wealth Partners
Massachusetts
$237K +$121K +525 +94%
AA
1762
Alesco Advisors
New York
$236K – – –
EIP
1763
Ellis Investment Partners
Pennsylvania
$236K +$462 +2 +0.2%
MPM
1764
Meritage Portfolio Management
Kansas
$234K – – –
SCM
1765
Silvant Capital Management
Georgia
$234K – – –
IFAM
1766
Institutional & Family Asset Management
Colorado
$233K +$924 +4 +0.4%
MGAM
1767
McGowan Group Asset Management
Texas
$232K -$10.4K -45 -4%
DA
1768
DSC Advisors
Illinois
$231K -$68.4K -296 -22%
MJRIC
1769
Mogy Joel R Investment Counsel
California
$231K – – –
CAWM
1770
Capital Advisors Wealth Management
Washington
$230K – – –
FPFS
1771
First Personal Financial Services
North Carolina
$229K -$25.4K -110 -9%
BAS
1772
Brown Advisory Securities
Maryland
$229K -$9.01K -39 -4%
ERWM
1773
Elk River Wealth Management
Colorado
$229K – – –
AFG
1774
Albion Financial Group
Utah
$229K +$243K +1,053 New
BOS
1775
Bank of Stockton
California
$228K -$76.9K -333 -24%
69 70
71
72 73