We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
1876
Laurel Wealth Advisors (North Carolina)
North Carolina
$414K – – –
FCT
1877
First Community Trust
Iowa
$414K -$13K -50 -3%
AA
1878
Alta Advisers
United Kingdom
$414K – – –
IIM
1879
Ironwood Investment Management
Massachusetts
$414K – – –
NJBEST
1880
New Jersey Better Educational Savings Trust
New Jersey
$414K – – –
CPSAC
1881
Chas P. Smith & Associates (CPS)
Florida
$413K – – –
GCIM
1882
Gunn & Company Investment Management
Florida
$413K +$362K +1,397 New
BG
1883
Benedetti & Gucer
Georgia
$411K +$13K +50 +4%
MHR
1884
Matthew Hamilton Rosenberg
$409K +$5.97K +23 +2%
ILI
1885
Invesco LLC (Illinois)
Illinois
$409K -$10.6K -41 -3%
FWM
1886
Fingerlakes Wealth Management
New York
$409K +$1.82K +7 +0.5%
TBNY
1887
Trustco Bank (New York)
New York
$408K -$54.5K -210 -13%
RPGK
1888
Retirement Planning Group (Kansas)
Kansas
$408K +$101K +389 +39%
HGERS
1889
Householder Group Estate & Retirement Specialist
Arizona
$408K -$7.52K -29 -2%
DIP
1890
Davis Investment Partners
North Carolina
$407K +$369K +1,424 New
BF
1891
Blankinship & Foster
California
$407K – – –
SWA
1892
SFMG Wealth Advisors
Texas
$407K +$1.3K +5 +0.4%
AW
1893
Apricus Wealth
South Carolina
$407K – – –
MWP
1894
Meredith Wealth Planning
Illinois
$405K -$51.9K -200 -13%
FA
1895
FDx Advisors
Illinois
$403K +$106K +409 +43%
CTA
1896
Chesley Taft & Associates
Illinois
$403K – – –
WW
1897
Westshore Wealth
California
$403K -$2.08K -8 -0.6%
RZH
1898
Relyea Zuckerberg Hanson
Connecticut
$402K +$18.7K +72 +6%
IP
1899
Isthmus Partners
Wisconsin
$401K +$25.9K +100 +8%
WCA
1900
Waypoint Capital Advisors
Minnesota
$401K -$7.78K -30 -2%