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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2026
Castleview Partners
Texas
$222K +$3.38K +14 +1%
APW
2027
Austin Private Wealth
Texas
$222K +$235K +971 New
EFM
2028
E Fund Management
China
$222K -$11.1K -46 -5%
IFS
2029
Ifrah Financial Services
Arkansas
$222K -$3.87K -16 -2%
MAM
2030
Martingale Asset Management
Massachusetts
$222K -$11.4K -47 -5%
PWW
2031
Pettyjohn Wood & White
Virginia
$221K – – –
MAM
2032
Meeder Asset Management
Ohio
$221K +$10.6K +44 +5%
WI
2033
Wedgewood Investors
Pennsylvania
$220K +$16.9K +70 +8%
HCM
2034
Highview Capital Management
Illinois
$220K -$128K -530 -36%
AIFAIM
2035
American Institute for Advanced Investment Management
Arizona
$219K -$11.1K -46 -5%
SCP
2036
Shorepoint Capital Partners
Massachusetts
$218K -$52K -215 -18%
EA
2037
Eclectic Associates
California
$218K – – –
AFM
2038
Abbot Financial Management
Massachusetts
$217K – – –
SFP
2039
Sterling Financial Planning
New Jersey
$217K – – –
KBFS
2040
Kohmann Bosshard Financial Services
Ohio
$217K +$18.1K +75 +9%
GFG
2041
Goldstone Financial Group
Illinois
$217K +$229K +949 New
PMG
2042
ProVise Management Group
Florida
$216K -$102K -421 -31%
WFAG
2043
Wescott Financial Advisory Group
Pennsylvania
$216K +$228K +945 New
HL
2044
HeadInvest LLC
Maine
$215K – – –
OCM
2045
One Capital Management
California
$214K -$62.6K -259 -22%
CA
2046
Claro Advisors
Massachusetts
$214K -$13.3K -55 -6%
FIB
2047
First Interstate Bank
Montana
$213K -$22.7K -94 -9%
PFG
2048
PAX Financial Group
Texas
$213K +$2.66K +11 +1%
BFW
2049
Brady Family Wealth
Missouri
$213K – – –
PMFA
2050
Plante Moran Financial Advisors
Michigan
$212K +$12.1K +50 +6%
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82
83 84