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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
2026
Plante Moran Financial Advisors
Michigan
$241K +$12K +54 +6%
HAG
2027
HF Advisory Group
Maryland
$241K -$53.3K -239 -20%
FP
2028
Financial Perspectives
Minnesota
$241K – – –
MAM
2029
Martingale Asset Management
Massachusetts
$241K +$2.68K +12 +1%
WFAG
2030
Wescott Financial Advisory Group
Pennsylvania
$241K +$7.58K +34 +4%
ECM
2031
Exchange Capital Management
Michigan
$241K – – –
AWM
2032
Act Wealth Management
Texas
$241K -$2.45K -11 -1%
RW
2033
Rede Wealth
Virginia
$240K – – –
WWC
2034
Waypoint Wealth Counsel
Georgia
$240K -$749K -3,360 -77%
LWCFA
2035
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$240K +$54.2K +243 +33%
FG
2036
Foster Group
Iowa
$239K +$12.3K +55 +6%
WCM
2037
Wedge Capital Management
North Carolina
$239K -$7.58K -34 -3%
LSPW
2038
Lake Street Private Wealth
Illinois
$238K -$8.7K -39 -4%
GWA
2039
GGM Wealth Advisors
Maryland
$237K +$209K +939 New
HCM
2040
Highview Capital Management
Illinois
$236K – – –
RWA
2041
Redhawk Wealth Advisors
Minnesota
$235K +$213K +954 New
IFS
2042
Ifrah Financial Services
Arkansas
$235K -$3.57K -16 -2%
WRM
2043
Weybosset Research & Management
Rhode Island
$234K -$22.3K -100 -10%
AFM
2044
Abbot Financial Management
Massachusetts
$234K – – –
SFP
2045
Sterling Financial Planning
New Jersey
$234K – – –
PMG
2046
ProVise Management Group
Florida
$233K – – –
CA
2047
Crane Advisory
California
$231K +$210K +944 New
ACM
2048
AUA Capital Management
Pennsylvania
$230K -$44.6K -200 -18%
DCM
2049
Deuterium Capital Management
Florida
$229K +$208K +932 New
FAG
2050
Fortitude Advisory Group
Washington
$229K -$190K -854 -48%
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