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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ITFISA
2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$69.4K +$67.9K +337 New
KFI
2027
Key Financial Inc
Pennsylvania
$67K
JFA
2028
JNBA Financial Advisors
Minnesota
$66K
ODG
2029
O'Dell Group
Ohio
$65K +$30.2K +150 +92%
TF
2030
TimeScale Financial
Massachusetts
$63K +$201 +1 +0.3%
ECM
2031
Estabrook Capital Management
New York
$62K
FMP
2032
Financial Management Professionals
Texas
$62K -$805 -4 -1%
EC
2033
Estate Counselors
Wisconsin
$62K
MAM
2034
Marquette Asset Management
Minnesota
$62K
OCM
2035
Orion Capital Management
California
$62K
SGAM
2036
Smith Group Asset Management
Texas
$62K
CWAF
2037
Core Wealth Advisors (Florida)
Florida
$62K +$60.4K +300 New
RA
2038
Rise Advisors
New York
$61.5K +$59.8K +297 New
APC
2039
Aspire Private Capital
North Carolina
$60K +$201 +1 +0.3%
EARNEST Partners
2040
EARNEST Partners
Georgia
$59K
ME
2041
McIlrath & Eck
Washington
$59K
WIM
2042
Westside Investment Management
California
$58.4K +$201 +1 +0.1%
NC
2043
NewSquare Capital
Pennsylvania
$57K
SFA
2044
Semmax Financial Advisors
North Carolina
$56K +$8.46K +42 +18%
HFS
2045
HBC Financial Services
Washington
$56K +$22.1K +110 +67%
MW
2046
Milestone Wealth
New York
$56K +$54.2K +269 New
AW
2047
Alaethes Wealth
Nevada
$55K
CC
2048
Corsicana & Co
Texas
$55K
EI
2049
Ellevest Inc
New York
$55K +$3.22K +16 +6%
BIA
2050
Bell Investment Advisors
California
$55K +$11.7K +58 +28%