We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
2201
Barton Investment Management
Pennsylvania
$206K +$204K +753 New
PFWA
2202
Paces Ferry Wealth Advisors
Georgia
$205K +$204K +753 New
QPBE
2203
Quintet Private Bank (Europe)
Luxembourg
$205K -$199K -735 -49%
VP
2204
Verum Partners
North Carolina
$205K +$204K +752 New
HFS
2205
Heritage Financial Services
Massachusetts
$205K +$203K +750 New
MCA
2206
Millennium Capital Advisors
Arkansas
$205K +$203K +750 New
ST
2207
Sageworth Trust
Pennsylvania
$205K +$203K +750 New
HWMG
2208
Hurlow Wealth Management Group
Indiana
$204K +$203K +749 New
MME
2209
Meag Munich Ergo
Germany
$204K -$36.4K -134 -15%
TWP
2210
Total Wealth Planning
Ohio
$204K +$203K +748 New
HCM
2211
Hall Capital Management
Rhode Island
$203K +$202K +745 New
SFG
2212
Steward Financial Group
Texas
$202K – – –
SIC
2213
Sterling Investment Counsel
New York
$200K +$199K +734 New
MWP
2214
Madison Wealth Partners
Wisconsin
$200K +$199K +733 New
UIA
2215
Ulland Investment Advisors
Minnesota
$195K – – –
AGWCA
2216
Annis Gardner Whiting Capital Advisors
Florida
$193K +$192K +708 New
GFPC
2217
Global Financial Private Client
Florida
$190K – – –
ICM
2218
Intrepid Capital Management
Florida
$190K -$26.9K -99 -12%
VWM
2219
Venturi Wealth Management
Texas
$189K +$32.3K +119 +21%
HBT
2220
Hills Bank & Trust
Iowa
$189K – – –
HIM
2221
Hillsdale Investment Management
Ontario, Canada
$188K +$97.7K +360 +109%
PSB
2222
Piscataqua Savings Bank
New Hampshire
$187K – – –
GFL
2223
Granite FO LLC
New Hampshire
$187K +$23.1K +85 +14%
PCFFS
2224
Pacific Center for Financial Services
California
$183K +$814 +3 +0.4%
Walleye Trading
2225
Walleye Trading
New York
$181K +$180K +662 New