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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
2026
Janiczek Wealth Management
Colorado
$70K +$8.05K +40 +13%
ITFISA
2027
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$69.4K +$67.9K +337 New
KFI
2028
Key Financial Inc
Pennsylvania
$67K – – –
JFA
2029
JNBA Financial Advisors
Minnesota
$66K – – –
ODG
2030
O'Dell Group
Ohio
$65K +$30.2K +150 +92%
TF
2031
TimeScale Financial
Massachusetts
$63K +$201 +1 +0.3%
ECM
2032
Estabrook Capital Management
New York
$62K – – –
FMP
2033
Financial Management Professionals
Texas
$62K -$805 -4 -1%
EC
2034
Estate Counselors
Wisconsin
$62K – – –
MAM
2035
Marquette Asset Management
Minnesota
$62K – – –
OCM
2036
Orion Capital Management
California
$62K – – –
SGAM
2037
Smith Group Asset Management
Texas
$62K – – –
CWAF
2038
Core Wealth Advisors (Florida)
Florida
$62K +$60.4K +300 New
RA
2039
Rise Advisors
New York
$61.5K +$59.8K +297 New
APC
2040
Aspire Private Capital
North Carolina
$60K +$201 +1 +0.3%
EARNEST Partners
2041
EARNEST Partners
Georgia
$59K – – –
ME
2042
McIlrath & Eck
Washington
$59K – – –
WIM
2043
Westside Investment Management
California
$58.4K +$201 +1 +0.1%
NC
2044
NewSquare Capital
Pennsylvania
$57K – – –
SFA
2045
Semmax Financial Advisors
North Carolina
$56K +$8.46K +42 +18%
HFS
2046
HBC Financial Services
Washington
$56K +$22.1K +110 +67%
MW
2047
Milestone Wealth
New York
$56K +$54.2K +269 New
AW
2048
Alaethes Wealth
Nevada
$55K – – –
CC
2049
Corsicana & Co
Texas
$55K – – –
EI
2050
Ellevest Inc
New York
$55K +$3.22K +16 +6%