We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
1926
Baker Ellis Asset Management
Washington
$579K -$38.8K -100 -6%
PPA
1927
Pacific Point Advisors
California
$579K +$621K +1,600 New
FA
1928
Fagan Associates
New York
$579K +$15.5K +40 +3%
MSF
1929
Mustard Seed Financial
Arkansas
$578K -$114K -295 -16%
AA
1930
Alta Advisers
United Kingdom
$577K +$74.1K +191 +14%
SPC
1931
Spirepoint Private Client
Florida
$577K – – –
KA
1932
Kozak & Associates
Colorado
$577K -$34.5K -89 -5%
OCM
1933
One Capital Management
California
$576K -$43.4K -112 -7%
MGAM
1934
McGowan Group Asset Management
Texas
$576K +$86.9K +224 +16%
SCA
1935
Sandy Cove Advisors
Massachusetts
$575K +$39.6K +102 +7%
KBFS
1936
Kohmann Bosshard Financial Services
Ohio
$575K +$776 +2 +0.1%
AI
1937
AXS Investments
New York
$574K -$1.41M -3,625 -70%
RPGK
1938
Retirement Planning Group (Kansas)
Kansas
$573K +$135K +347 +28%
NRC
1939
New Republic Capital
North Carolina
$573K -$174K -448 -22%
JCM
1940
J2 Capital Management
Michigan
$572K +$612K +1,577 New
ABTD
1941
Arvest Bank Trust Division
Oklahoma
$571K +$5.43K +14 +0.9%
BFM
1942
Boston Financial Management
Massachusetts
$571K +$1.16K +3 +0.2%
VPP
1943
Vertex Planning Partners
Illinois
$571K +$6.21K +16 +1%
CFMC
1944
Curbstone Financial Management Corp
New Hampshire
$570K – – –
BCMO
1945
Buckingham Capital Management (Ohio)
Ohio
$570K +$776 +2 +0.1%
RPWA
1946
Regent Peak Wealth Advisors
Georgia
$570K +$6.59K +17 +1%
PWW
1947
Pettyjohn Wood & White
Virginia
$568K +$194K +500 +47%
SIA
1948
SeaBridge Investment Advisors
New Jersey
$568K +$254K +655 +72%
CCM
1949
Canal Capital Management
Virginia
$566K +$1.16K +3 +0.2%
IP
1950
Isthmus Partners
Wisconsin
$565K +$175K +450 +41%
76 77
78
79 80