We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1926
Cornerstone Advisory
Maryland
$1.29M +$8.31K +12 +0.7%
CHWM
1927
Cauble & Harre Wealth Management
Missouri
$1.29M -$118K -170 -11%
PP
1928
Pacifica Partners
Canada
$1.29M -$6.93K -10 -0.5%
AFC
1929
AFT Forsyth & Company
Florida
$1.29M – – –
IWA
1930
Icon Wealth Advisors
Texas
$1.29M -$396K -572 -26%
FMLI
1931
Fukoku Mutual Life Insurance
Japan
$1.28M – – –
B
1932
Bensler
Washington
$1.28M -$35.3K -51 -3%
CCM
1933
Canal Capital Management
Virginia
$1.28M +$62.3K +90 +5%
6F
1934
626 Financial
Michigan
$1.28M -$143K -207 -10%
JSAM
1935
J. Safra Asset Management
New York
$1.28M – – –
DI
1936
Diligent Investors
California
$1.28M +$72K +104 +6%
MA
1937
McBroom & Associates
Nevada
$1.28M – – –
MP
1938
Moment Partners
California
$1.28M – – –
Wolverine Asset Management
1939
Wolverine Asset Management
Illinois
$1.28M +$1.25M +1,806 New
LC
1940
LCNB Corp
Ohio
$1.28M +$141K +203 +13%
LA
1941
Lakeside Advisors
Washington
$1.28M +$10.4K +15 +0.8%
AU
1942
Algebris (UK)
United Kingdom
$1.28M +$1.25M +1,805 New
LWM
1943
Lakeridge Wealth Management
Ohio
$1.28M +$12.5K +18 +1%
VCM
1944
Violich Capital Management
California
$1.28M – – –
Madison Asset Management
1945
Madison Asset Management
Wisconsin
$1.27M -$4.55M -6,567 -78%
SWGC
1946
Summit Wealth Group (Colorado)
Colorado
$1.27M +$162K +234 +15%
RWA
1947
Redhawk Wealth Advisors
Minnesota
$1.27M +$97.7K +141 +9%
RA
1948
Rational Advisors
New York
$1.27M -$61.6K -89 -5%
OL
1949
Optas LLC
Texas
$1.27M +$49.2K +71 +4%
ACM
1950
Aster Capital Management
United Arab Emirates
$1.27M +$2.67M +3,849 New