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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2026
Cooper/Haims Advisors
New York
$1.75M +$16.7K +19 +1%
EI
2027
Ellevest Inc
New York
$1.75M -$14.1K -16 -1%
WA
2028
WealthTrust Axiom
Pennsylvania
$1.75M -$3.51K -4 -0.2%
WHC
2029
Wulff, Hansen & Co
California
$1.75M -$91.4K -104 -6%
TVAMP
2030
Tennessee Valley Asset Management Partners
Tennessee
$1.75M +$459K +522 +47%
AFW
2031
Avantra Family Wealth
Pennsylvania
$1.74M +$279K +318 +24%
FPL
2032
Fortress Private Ledger
North Carolina
$1.74M +$67.6K +77 +5%
WG
2033
Warner Group
Connecticut
$1.74M +$770K +877 +116%
SFGP
2034
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.74M +$9.66K +11 +0.7%
MTI
2035
Merrithew & Thorsten Inc
California
$1.74M +$2.63K +3 +0.2%
BWA
2036
BlueSky Wealth Advisors
North Carolina
$1.73M -$29K -33 -2%
FPGK
2037
Financial Partners Group (Kansas)
Kansas
$1.73M +$2.63K +3 +0.2%
THCM
2038
Taylor Hoffman Capital Management
Virginia
$1.73M -$22K -25 -2%
SMWM
2039
Silvia McColl Wealth Management
California
$1.73M – – –
NF
2040
Nikulski Financial
Iowa
$1.72M – – –
RA
2041
Range Advisory
Virginia
$1.72M +$459K +522 +48%
RWM
2042
Revisor Wealth Management
Ohio
$1.72M +$22K +25 +2%
PPA
2043
Pacific Point Advisors
California
$1.71M -$2.63K -3 -0.2%
AGWCA
2044
Annis Gardner Whiting Capital Advisors
Florida
$1.71M -$59.7K -68 -4%
LC
2045
Landaas & Company
Wisconsin
$1.71M -$348K -396 -20%
PA
2046
Prairie Advisory
Kansas
$1.71M +$1.41M +1,605 New
ODA
2047
One Degree Advisors
California
$1.71M – – –
PWP
2048
Pursue Wealth Partners
California
$1.7M – – –
WMG
2049
WESCAP Management Group
California
$1.7M – – –
ESBC
2050
E.S. Barr & Co
Kentucky
$1.7M -$22K -25 -2%
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