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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EL
2026
EMFO LLC
Florida
$114K +$53.7K +256 +101%
DWMG
2027
DB Wealth Management Group
California
$113K – – –
RCG
2028
Rock Creek Group
District of Columbia
$113K +$16.8K +80 +19%
VCM
2029
Versant Capital Management
Arizona
$113K +$82.8K +395 +359%
CSIA
2030
Carl Stuart Investment Advisor
Texas
$111K +$105K +500 New
BWP
2031
Baldwin Wealth Partners
Massachusetts
$111K – – –
BWM
2032
BerganKDV Wealth Management
Minnesota
$110K +$419 +2 +0.4%
BONH
2033
Bank of New Hampshire
New Hampshire
$107K +$100K +478 New
JMF
2034
Johnson Midwest Financial
Iowa
$106K +$419 +2 +0.4%
T
2035
TCWP
Ohio
$105K +$99.6K +475 New
GFPC
2036
Global Financial Private Client
Florida
$101K – – –
CAL
2037
Capital Analysts LLC
Pennsylvania
$100K -$21.6K -103 -19%
FRA
2038
Front Row Advisors
California
$100K -$210 -1 -0.2%
AWM
2039
AllSquare Wealth Management
New York
$100K – – –
SWA
2040
SOA Wealth Advisors
New York
$97K +$419 +2 +0.5%
First Eagle Investment Management
2041
First Eagle Investment Management
New York
$95K +$13.8K +66 +18%
DC
2042
DeDora Capital
California
$90K +$85.1K +406 New
SFG
2043
Sage Financial Group
Pennsylvania
$89K – – –
SPWG
2044
Sage Private Wealth Group
Illinois
$89K – – –
PMA
2045
Prudent Man Advisors
Illinois
$87K – – –
FMTCOCP
2046
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$84K -$29.4K -140 -27%
HWM
2047
HighMark Wealth Management
Minnesota
$84K – – –
OCM
2048
Orion Capital Management
California
$82K +$14.5K +69 +23%
BLC
2049
Brown, Lisle/Cummings
Rhode Island
$81.3K – – –
MFA
2050
McClarren Financial Advisors
Pennsylvania
$81K +$1.05K +5 +1%