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Caterpillar
CAT

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