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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
2151
Column Capital Advisors
Indiana
$82.2K
CA
2152
Centerpoint Advisors
Massachusetts
$81K
SWA
2153
SOA Wealth Advisors
New York
$80.5K +$435 +2 +0.6%
EI
2154
Ellevest Inc
New York
$80.3K +$32.4K +149 +80%
JWM
2155
Janiczek Wealth Management
Colorado
$76.5K
RWM
2156
Ruedi Wealth Management
Illinois
$76.5K +$69.4K +319 New
JFA
2157
JNBA Financial Advisors
Minnesota
$76.4K
BLC
2158
Brown, Lisle/Cummings
Rhode Island
$75.5K -$10.9K -50 -14%
EE
2159
EWG Elevate
California
$75K +$68.1K +313 New
RCG
2160
Rock Creek Group
District of Columbia
$74.7K
MFA
2161
McClarren Financial Advisors
Pennsylvania
$72K +$435 +2 +0.7%
ECM
2162
Estabrook Capital Management
New York
$71.9K
MAM
2163
Marquette Asset Management
Minnesota
$71.9K
WIM
2164
Westside Investment Management
California
$71.8K
DAC
2165
Dividend Assets Capital
South Carolina
$70K
APC
2166
Aspire Private Capital
North Carolina
$69.5K -$218 -1 -0.3%
EARNEST Partners
2167
EARNEST Partners
Georgia
$68.5K
BC
2168
Barrett & Company
Rhode Island
$67.7K
FWA
2169
Freedom Wealth Alliance
Wisconsin
$61.8K +$56.2K +258 New
TWD
2170
True Wealth Design
Ohio
$60.5K +$55.1K +253 New
BAM
2171
Baldrige Asset Management
Pennsylvania
$60K
CFFP
2172
Center for Financial Planning
Michigan
$59.9K
TC
2173
Tacita Capital
Ontario, Canada
$59K
CYG
2174
Clean Yield Group
Vermont
$58.7K
PCA
2175
Providence Capital Advisors
North Carolina
$58.7K