We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1826
TruWealth Advisors
Louisiana
$245K -$102K -507 -30%
SCFS
1827
S.C. Financial Services
Arizona
$244K +$216K +1,075 New
CFA
1828
Compass Financial Advisors
Indiana
$244K +$238K +1,182 New
GC
1829
Grimes & Company
Massachusetts
$243K -$59K -293 -20%
CA
1830
CapWealth Advisors
Tennessee
$243K +$237K +1,176 New
PGIM
1831
Pacific Global Investment Management
California
$242K +$201 +1 +0.1%
SAM
1832
Secure Asset Management
Michigan
$242K +$805 +4 +0.3%
CCM
1833
Canal Capital Management
Virginia
$241K +$234K +1,164 New
JIC
1834
Joel Isaacson & Co
New York
$241K +$235K +1,167 New
CTA
1835
Chesley Taft & Associates
Illinois
$240K -$10.1K -50 -4%
HCM
1836
Highview Capital Management
Illinois
$240K +$234K +1,160 New
OR
1837
Olympiad Research
Connecticut
$240K +$234K +1,160 New
BBI
1838
Baxter Bros Inc
Connecticut
$239K
EWM
1839
Executive Wealth Management
Michigan
$239K +$2.42K +12 +1%
BCM
1840
BlueCrest Capital Management
Jersey
$239K +$232K +1,154 New
RCWM
1841
Royal Capital Wealth Management
Indiana
$239K +$233K +1,158 New
BW
1842
Basepoint Wealth
Iowa
$238K +$232K +1,152 New
QCM
1843
Quest Capital Management
Texas
$238K
BA
1844
Bennicas & Associates
California
$238K +$232K +1,150 New
VHAM
1845
Van Hulzen Asset Management
California
$238K +$232K +1,152 New
CG
1846
CFO4Life Group
Texas
$238K +$232K +1,153 New
BFG
1847
Beacon Financial Group
Texas
$237K -$4.29M -21,314 -95%
KIG
1848
Kessler Investment Group
Indiana
$236K -$151K -748 -40%
MI
1849
Markston International
New York
$235K -$1.01K -5 -0.4%
AFAS
1850
Acorn Financial Advisory Services
Virginia
$235K