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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
3926
Evolution Wealth Management
Florida
$77.7K +$2.63K +3 +4%
MAM
3927
Marquette Asset Management
Minnesota
$76.7K
MUMSS
3928
Mitsubishi UFJ Morgan Stanley Securities
Japan
$75.6K -$172K -196 -73%
TC
3929
Toews Corporation
New Jersey
$75.6K +$62.4K +71 New
AWM
3930
Activest Wealth Management
Florida
$74.5K -$261K -297 -81%
FNWA
3931
Financial Network Wealth Advisors
Utah
$73.5K -$6.15K -7 -9%
BFS
3932
Bare Financial Services
Pennsylvania
$71.3K +$22.8K +26 +63%
1IA
3933
1620 Investment Advisors
Massachusetts
$70.3K
T2I
3934
Turim 21 Investimentos
Brazil
$69.2K
MIM
3935
Manitou Investment Management
Ontario, Canada
$69.2K
DCM
3936
Dorato Capital Management
Colorado
$68.6K
GWS
3937
Greykasell Wealth Strategies
California
$68.2K
PWMA
3938
Pension & Wealth Management Advisors
Massachusetts
$66.3K +$54.5K +62 New
KCM
3939
Key Capital Management
Tennessee
$66K -$1.76K -2 -3%
MS
3940
Monetary Solutions
Ohio
$65.3K
ACA
3941
American Capital Advisory
Idaho
$63.2K -$71.2K -81 -58%
PS
3942
Planning Strategies
Pennsylvania
$61.8K +$51K +58 New
TFM
3943
TFC Financial Management
Massachusetts
$57.6K +$5.27K +6 +13%
FFA
3944
Frazier Financial Advisors
Ohio
$57.5K -$878 -1 -2%
IA
3945
IFS Advisors
Kansas
$57.1K
CMA
3946
Cedar Mountain Advisors
Oregon
$57.1K +$2.63K +3 +6%
AP
3947
Aspect Partners
Virginia
$55.4K +$7.91K +9 +21%
MWM
3948
Mascoma Wealth Management
New Hampshire
$54.3K -$26.4K -30 -37%
FA
3949
Financial Avengers
California
$53.8K +$878 +1 +2%
IPS
3950
Investors Portfolio Services
Washington
$52.2K