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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
2151
HighMark Wealth Management
Minnesota
$80.4K -$7.01K -29 -8%
BIA
2152
Bell Investment Advisors
California
$80.1K -$1.69K -7 -2%
CA
2153
Centerpoint Advisors
Massachusetts
$78K – – –
CCA
2154
Column Capital Advisors
Indiana
$76.4K -$2.18K -9 -3%
SIS
2155
Strategic Investment Solutions
Illinois
$73.4K +$77.6K +321 New
PPC
2156
Park Place Capital
Alabama
$73.2K -$17.9K -74 -19%
RWM
2157
Ruedi Wealth Management
Illinois
$73K – – –
TC
2158
Tacita Capital
Ontario, Canada
$71K +$15.7K +65 +27%
HIM
2159
Hillsdale Investment Management
Ontario, Canada
$70.9K +$31.4K +130 +72%
DAC
2160
Dividend Assets Capital
South Carolina
$70K – – –
MFA
2161
McClarren Financial Advisors
Pennsylvania
$69K – – –
ECM
2162
Estabrook Capital Management
New York
$68.7K – – –
MAM
2163
Marquette Asset Management
Minnesota
$68.7K – – –
APC
2164
Aspire Private Capital
North Carolina
$66.4K – – –
CCMI
2165
Creative Capital Management Investments
California
$65.7K +$23.4K +97 +51%
EARNEST Partners
2166
EARNEST Partners
Georgia
$65.4K – – –
BC
2167
Barrett & Company
Rhode Island
$64.6K – – –
HT
2168
Headlands Technologies
Illinois
$62.9K +$20.5K +85 +45%
JWM
2169
Janiczek Wealth Management
Colorado
$61.5K -$6.04K -25 -8%
AW
2170
Avion Wealth
Texas
$59K +$242 +1 +0.4%
WPA
2171
West Paces Advisors
Georgia
$58.8K +$9.43K +39 +18%
TWD
2172
True Wealth Design
Ohio
$57.8K – – –
GA
2173
GoalVest Advisory
New York
$57.4K -$204K -844 -77%
CFFP
2174
Center for Financial Planning
Michigan
$57.2K – – –
BAM
2175
Baldrige Asset Management
Pennsylvania
$57K – – –