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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TH
2026
TCTC Holdings
Texas
$18K – – –
BAM
2027
Bellevue Asset Management
Washington
$18K +$211 +1 +1%
CMP
2028
Coston McIsaac & Partners
Maine
$17K +$19.6K +93 New
PMFA
2029
Plante Moran Financial Advisors
Michigan
$16K +$1.69K +8 +10%
MIFH
2030
Migdal Insurance & Financial Holdings
Israel
$15K +$1.48K +7 +9%
SC
2031
Schubert & Co
Texas
$15K +$11.4K +54 +169%
FCMT
2032
Founders Capital Management (Texas)
Texas
$14K – – –
KLWA
2033
Kelly Lawrence W & Associates
California
$14K – – –
LWA
2034
Lowe Wealth Advisors
Maryland
$14K – – –
OLVIG
2035
Oliver Lagore Vanvalin Investment Group
Michigan
$14K +$843 +4 +5%
GIS
2036
Grayhawk Investment Strategies
Alberta, Canada
$14K +$12.9K +61 New
CP
2037
Castleview Partners
Texas
$13.7K -$5.06K -24 -2%
AFS
2038
Annapolis Financial Services
Maryland
$13K – – –
BC
2039
Belmont Capital
California
$13K – – –
CQS
2040
Credential Qtrade Securities
$12K +$14.1K +67 New
BA
2041
Bellwether Advisors
Nebraska
$11K – – –
IWP
2042
IAG Wealth Partners
Wisconsin
$11K – – –
SSC
2043
Syverson Strege & Co
Iowa
$11K +$12.6K +60 New
SFG
2044
Steward Financial Group
Texas
$11K +$13.3K +63 New
RWM
2045
Raffa Wealth Management
District of Columbia
$10.5K – – –
Loomis, Sayles & Company
2046
Loomis, Sayles & Company
Massachusetts
$10K -$987K -4,683 -99%
FMP
2047
Financial Management Professionals
Texas
$10K -$9.06K -43 -43%
KFS
2048
Kelly Financial Services
Massachusetts
$9.47K – – –
BI
2049
Bramshill Investments
Florida
$9K +$8.22K +39 New
MFT
2050
Moisand Fitzgerald Tamayo
Florida
$9K +$10.7K +51 New