We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1926
Chilton Investment Company
Connecticut
$1.92M +$516K +587 +48%
VCM
1927
Violich Capital Management
California
$1.92M – – –
FWA
1928
FSM Wealth Advisors
Ohio
$1.92M +$168K +191 +12%
PA
1929
Planning Alternatives
Michigan
$1.91M +$21.1K +24 +1%
VC
1930
Veracity Capital
Georgia
$1.91M +$6.15K +7 +0.4%
PAMS
1931
Pinpoint Asset Management (Singapore)
$1.91M +$763K +869 +94%
WWM
1932
Whalen Wealth Management
Nevada
$1.91M -$588K -669 -27%
EM
1933
Excalibur Management
Massachusetts
$1.9M -$51K -58 -3%
TFO
1934
Tarbox Family Office
California
$1.9M – – –
MMM
1935
Mendel Money Management
Illinois
$1.89M -$1.22M -1,394 -44%
SMH
1936
Sanders Morris Harris
Texas
$1.89M – – –
DIP
1937
Davis Investment Partners
North Carolina
$1.89M +$1.76K +2 +0.1%
RZH
1938
Relyea Zuckerberg Hanson
Connecticut
$1.89M +$36K +41 +2%
DI
1939
Diligent Investors
California
$1.89M -$30.7K -35 -2%
VWM
1940
Vigil Wealth Management
Florida
$1.88M +$13.2K +15 +0.9%
TFG
1941
Taylor Financial Group
Virginia
$1.88M – – –
CAC
1942
Core Alternative Capital
Georgia
$1.88M -$11.4K -13 -0.7%
HA
1943
Hamel Associates
New Jersey
$1.88M -$14.1K -16 -0.9%
MWM
1944
Mindset Wealth Management
Indiana
$1.88M +$176K +200 +13%
KA
1945
Kozak & Associates
Colorado
$1.88M +$69.4K +79 +4%
TAM
1946
Townsend Asset Management
North Carolina
$1.87M +$14.9K +17 +1%
CWA
1947
Clarus Wealth Advisors
Arizona
$1.87M -$87.8K -100 -5%
RDWM
1948
Red Door Wealth Management
Tennessee
$1.87M +$87K +99 +6%
WI
1949
WrapManager Inc
California
$1.87M -$84.3K -96 -5%
KWM
1950
KRM Wealth Management
Nevada
$1.87M -$32.5K -37 -2%
76 77
78
79 80