We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
2301
ORG Partners
Indiana
$459K +$149K +350 +57%
HFP
2302
Holistic Financial Partners
Indiana
$458K +$42.3K +99 +11%
SLG
2303
Stanley-Laman Group
Pennsylvania
$458K +$410K +960 New
VCM
2304
Virtue Capital Management
Tennessee
$457K +$329K +770 +53%
RA
2305
Rockingstone Advisors
Massachusetts
$456K -$162K -380 -28%
CWG
2306
Crown Wealth Group
North Carolina
$455K +$48.2K +113 +13%
LA
2307
Legacy Advisors
Pennsylvania
$455K +$407K +953 New
FCT
2308
First Community Trust
Iowa
$454K -$42.3K -99 -9%
WTB
2309
Washington Trust Bank
Washington
$454K -$9.39K -22 -2%
AFM
2310
Abbot Financial Management
Massachusetts
$453K – – –
AIP
2311
Almanack Investment Partners
Pennsylvania
$452K -$2.03M -4,761 -83%
CIC
2312
Chase Investment Counsel
Virginia
$451K +$56.8K +133 +16%
HWAM
2313
Hennion & Walsh Asset Management
New Jersey
$449K +$55.1K +129 +16%
PS
2314
Planned Solutions
California
$449K +$126K +296 +46%
LEA
2315
Legacy Edge Advisors
New York
$447K +$59.8K +140 +18%
CAM
2316
Concorde Asset Management
Michigan
$447K +$391K +917 New
BFG
2317
Bouchey Financial Group
New York
$447K – – –
SEP
2318
Southland Equity Partners
Missouri
$447K +$2.99K +7 +0.8%
FUBT
2319
First United Bank & Trust
Maryland
$446K – – –
WI
2320
Wedgewood Investors
Pennsylvania
$445K – – –
JCM
2321
Jag Capital Management
Missouri
$444K -$63.2K -148 -14%
WIM
2322
Westside Investment Management
California
$444K +$61.5K +144 +18%
AIFAIM
2323
American Institute for Advanced Investment Management
Arizona
$444K – – –
BA
2324
Ballew Advisors
Mississippi
$443K -$3.84K -9 -1%
EA
2325
Ellsworth Advisors
Ohio
$442K -$4.97M -11,633 -93%
91 92
93
94 95