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Caterpillar
CAT

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