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Caterpillar
CAT
CAT
800.47
USD
+4.29
0.54%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
800.98
+0.51
0.06%
1 day
0.54%
5 days
-5.06%
1 month
-1.85%
3 months
-14.7%
6 months
1.7%
Year to date
33.77%
1 year
59.98%
5 years
314.99%
10 years
807.36%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 2126 |
SFG
2126
Steward Financial Group
Colleyville,
Texas
| – | -$11K | -63 | Closed |
|
| 2127 |
SSC
2127
Syverson Strege & Co
West Des Moines,
Iowa
| – | -$11K | -60 | Closed |
|
| 2128 |
BI
2128
Bramshill Investments
Naples,
Florida
| – | -$9K | -39 | Closed |
|
| 2129 |
BMD
2129
Better Money Decisions
Santa Fe,
New Mexico
| – | -$5K | -30 | Closed |
|
| 2130 |
AWM
2130
Activest Wealth Management
Aventure,
Florida
| – | -$3K | -19 | Closed |
|
| 2131 |
CAC
2131
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$3K | -14 | Closed |
|
| 2132 |
RIM
2132
Rockbridge Investment Management
Syracuse,
New York
| – | -$2.32K | -13 | Closed |
|
| 2133 |
FSWA
2133
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$1.79K | -10 | Closed |
|
| 2134 |
TCM
2134
Tradewinds Capital Management
Bellingham,
Washington
| – | -$1K | -3 | Closed |
|
| 2135 |
FCAS
2135
First Command Advisory Services
Fort Worth,
Texas
| – | +$9.13K | +50 | New |
|