We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2151
One Wealth Advisors
California
$82.4K +$74.9K +344 New
CCA
2152
Column Capital Advisors
Indiana
$82.2K – – –
CA
2153
Centerpoint Advisors
Massachusetts
$81K – – –
SWA
2154
SOA Wealth Advisors
New York
$80.5K +$435 +2 +0.6%
EI
2155
Ellevest Inc
New York
$80.3K +$32.4K +149 +80%
JWM
2156
Janiczek Wealth Management
Colorado
$76.5K – – –
RWM
2157
Ruedi Wealth Management
Illinois
$76.5K +$69.4K +319 New
JFA
2158
JNBA Financial Advisors
Minnesota
$76.4K – – –
BLC
2159
Brown, Lisle/Cummings
Rhode Island
$75.5K -$10.9K -50 -14%
EE
2160
EWG Elevate
California
$75K +$68.1K +313 New
RCG
2161
Rock Creek Group
District of Columbia
$74.7K – – –
MFA
2162
McClarren Financial Advisors
Pennsylvania
$72K +$435 +2 +0.7%
ECM
2163
Estabrook Capital Management
New York
$71.9K – – –
MAM
2164
Marquette Asset Management
Minnesota
$71.9K – – –
WIM
2165
Westside Investment Management
California
$71.8K – – –
DAC
2166
Dividend Assets Capital
South Carolina
$70K – – –
APC
2167
Aspire Private Capital
North Carolina
$69.5K -$218 -1 -0.3%
EARNEST Partners
2168
EARNEST Partners
Georgia
$68.5K – – –
BC
2169
Barrett & Company
Rhode Island
$67.7K – – –
FWA
2170
Freedom Wealth Alliance
Wisconsin
$61.8K +$56.2K +258 New
TWD
2171
True Wealth Design
Ohio
$60.5K +$55.1K +253 New
BAM
2172
Baldrige Asset Management
Pennsylvania
$60K – – –
CFFP
2173
Center for Financial Planning
Michigan
$59.9K – – –
TC
2174
Tacita Capital
Ontario, Canada
$59K – – –
CYG
2175
Clean Yield Group
Vermont
$58.7K – – –