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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
2026
Silvia McColl Wealth Management
California
$1.73M – – –
NF
2027
Nikulski Financial
Iowa
$1.72M – – –
RWM
2028
Revisor Wealth Management
Ohio
$1.72M +$22K +25 +2%
PPA
2029
Pacific Point Advisors
California
$1.71M -$2.63K -3 -0.2%
AGWCA
2030
Annis Gardner Whiting Capital Advisors
Florida
$1.71M -$59.7K -68 -4%
LC
2031
Landaas & Company
Wisconsin
$1.71M -$348K -396 -20%
PA
2032
Prairie Advisory
Kansas
$1.71M +$1.41M +1,605 New
ODA
2033
One Degree Advisors
California
$1.71M – – –
PWP
2034
Pursue Wealth Partners
California
$1.7M – – –
WMG
2035
WESCAP Management Group
California
$1.7M – – –
ESBC
2036
E.S. Barr & Co
Kentucky
$1.7M -$22K -25 -2%
OCM
2037
One Capital Management
California
$1.69M – – –
BIA
2038
Bigelow Investment Advisors
Maine
$1.69M -$52.7K -60 -4%
JC
2039
JB Capital
Connecticut
$1.69M +$1.76K +2 +0.1%
RMAM
2040
Raab & Moskowitz Asset Management
New Jersey
$1.69M -$878 -1 -0.1%
LSWP
2041
Liberty Square Wealth Partners
Pennsylvania
$1.69M – – –
HHCP
2042
Hilton Head Capital Partners
South Carolina
$1.69M -$22.8K -26 -2%
CCA
2043
Carrera Capital Advisors
Michigan
$1.69M +$124K +141 +10%
VNA
2044
Valley National Advisers
Pennsylvania
$1.69M -$14.1K -16 -1%
ABWM
2045
Alpine Bank Wealth Management
Colorado
$1.68M -$878 -1 -0.1%
WA
2046
Waddell & Associates
Tennessee
$1.68M +$594K +676 +75%
GWM
2047
Goldenstone Wealth Management
California
$1.68M -$36.9K -42 -3%
RCA
2048
Ranch Capital Advisors
Florida
$1.68M -$29.9K -34 -2%
SCA
2049
Stonebridge Capital Advisors
Minnesota
$1.68M +$32.5K +37 +2%
CIM
2050
Contravisory Investment Management
Massachusetts
$1.68M +$15.8K +18 +1%
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