We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
1926
Towarzystwo Funduszy Inwestycyjnych PZU SA
$62.6K
CCA
1927
Column Capital Advisors
Indiana
$58K -$3.73K -18 -7%
CFFP
1928
Center for Financial Planning
Michigan
$58K
KFI
1929
Key Financial Inc
Pennsylvania
$58K +$3.52K +17 +7%
AW
1930
Avion Wealth
Texas
$57K -$45.5K -220 -47%
TC
1931
Tacita Capital
Ontario, Canada
$57K -$20.7K -100 -29%
SQA
1932
Simon Quick Advisors
New Jersey
$57K -$10.4K -50 -17%
PCA
1933
Providence Capital Advisors
North Carolina
$57K
MFT
1934
Moisand Fitzgerald Tamayo
Florida
$56K
SL
1935
Savior LLC
Massachusetts
$55K
EI
1936
Ellevest Inc
New York
$54K -$22.4K -108 -32%
JMF
1937
Johnson Midwest Financial
Iowa
$53K +$207 +1 +0.4%
HCM
1938
Horrell Capital Management
Arkansas
$52K
WPA
1939
West Paces Advisors
Georgia
$50.5K
BCA
1940
Bray Capital Advisors
Florida
$50K
BWM
1941
Baystate Wealth Management
Massachusetts
$49K +$24.8K +120 +130%
MFM
1942
MD Financial Management
Ontario, Canada
$46K -$22.8K -110 -35%
CAGAS
1943
Capital Advisory Group Advisory Services
Minnesota
$46K
DWP
1944
Destiny Wealth Partners
Florida
$46K
BAM
1945
Bellevue Asset Management
Washington
$43K
RAM
1946
Riggs Asset Management
Pennsylvania
$42K
WWM
1947
Wolff Wiese Magana
California
$42K
APWM
1948
Atlas Private Wealth Management
New York
$40K
IPW
1949
IronBridge Private Wealth
Texas
$38K
HFS
1950
HBC Financial Services
Washington
$37.8K