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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2026
Purus Wealth Management
California
$225K +$204K +939 New
HL
2027
HeadInvest LLC
Maine
$225K +$204K +938 New
MG
2028
Marex Group
$224K +$204K +937 New
CCT
2029
Capital City Trust
Florida
$224K +$203K +933 New
ACP
2030
Aveo Capital Partners
Colorado
$223K +$203K +932 New
VFP
2031
Verus Financial Partners
Virginia
$223K +$192K +884 New
BFW
2032
Brady Family Wealth
Missouri
$223K +$202K +929 New
CDIA
2033
Capital Directions Investment Advisors
Georgia
$222K +$202K +928 New
RW
2034
Reframe Wealth
Virginia
$222K +$202K +928 New
CNC
2035
Citizens & Northern Corp
Pennsylvania
$222K +$201K +925 New
JEST
2036
JTC Employer Solutions Trustee
Jersey
$221K – – –
KFGK
2037
Keystone Financial Group (Kentucky)
Kentucky
$221K +$200K +921 New
MAM
2038
Meeder Asset Management
Ohio
$221K -$1.36M -6,226 -87%
PFG
2039
PAX Financial Group
Texas
$220K +$200K +919 New
DWM
2040
Destination Wealth Management
California
$220K +$200K +919 New
TWA
2041
Tandem Wealth Advisors
Arizona
$220K +$200K +917 New
SPWM
2042
Spartan Planning & Wealth Management
North Carolina
$219K +$199K +913 +45,650%
ORAM
2043
One River Asset Management
Connecticut
$219K +$198K +911 New
PI
2044
Pettee Investors
Connecticut
$218K +$198K +908 New
CJFS
2045
Coulter & Justus Financial Services
Tennessee
$217K +$197K +906 New
HIA
2046
HTG Investment Advisors
Connecticut
$217K +$197K +906 New
BWA
2047
Blodgett Wealth Advisors
California
$216K +$196K +902 New
ORC
2048
O'Rourke & Company
Massachusetts
$216K +$196K +901 New
BA
2049
Ballew Advisors
Mississippi
$216K +$184K +847 New
BEAM
2050
Baker Ellis Asset Management
Washington
$216K +$196K +900 New
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