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Caterpillar
CAT
CAT
811.02
USD
-16.88
2.04%
At close
Updated
Aug 24, 4:00 PM EDT
Pre-market
After hours
824.02
+13.00
1.6%
1 day
-2.04%
5 days
-5.93%
1 month
-8.74%
3 months
-10.73%
6 months
5.57%
Year to date
35.53%
1 year
87.61%
5 years
281.49%
10 years
875.37%
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 |
BI
2126
Bramshill Investments
Naples,
Florida
| – | -$9K | -39 | Closed |
|
| 2127 |
BMD
2127
Better Money Decisions
Santa Fe,
New Mexico
| – | -$5K | -30 | Closed |
|
| 2128 |
AWM
2128
Activest Wealth Management
Aventure,
Florida
| – | -$3K | -19 | Closed |
|
| 2129 |
CAC
2129
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$3K | -14 | Closed |
|
| 2130 |
RIM
2130
Rockbridge Investment Management
Syracuse,
New York
| – | -$2.32K | -13 | Closed |
|
| 2131 |
FSWA
2131
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$1.79K | -10 | Closed |
|
| 2132 |
TCM
2132
Tradewinds Capital Management
Bellingham,
Washington
| – | -$1K | -3 | Closed |
|
| 2133 |
FCAS
2133
First Command Advisory Services
Fort Worth,
Texas
| – | +$9.13K | +50 | New |
|