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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2026
Spring Capital Management
Texas
$331K – – –
BBNA
2027
Bremer Bank National Association
Minnesota
$330K -$17.1K -66 -6%
NRI
2028
NFP Retirement Inc
California
$329K +$5.97K +23 +2%
CFS
2029
Commonwealth Financial Services
West Virginia
$329K +$13.2K +51 +5%
RFA
2030
Register Financial Advisors
Georgia
$328K +$259 +1 +0.1%
CWA
2031
Consilium Wealth Advisory
Texas
$328K +$8.04K +31 +3%
GFA
2032
Gallagher Fiduciary Advisors
Illinois
$326K +$21.5K +83 +8%
MAWA
2033
Moss Adams Wealth Advisors
Washington
$326K +$54.5K +210 +24%
BWP
2034
Baldwin Wealth Partners
Massachusetts
$325K -$1.56K -6 -0.5%
RCWM
2035
Royal Capital Wealth Management
Indiana
$325K – – –
AA
2036
Alesco Advisors
New York
$325K +$25.7K +99 +10%
JFL
2037
Jarislowsky, Fraser Ltd
Quebec, Canada
$324K – – –
HFM
2038
Harvest Fund Management
China
$324K -$743K -2,865 -72%
BWM
2039
Baron Wealth Management
Michigan
$324K +$24.6K +95 +10%
CCA
2040
Childress Capital Advisors
Texas
$324K -$8.3K -32 -3%
MYIA
2041
Mount Yale Investment Advisors
Colorado
$322K +$21.8K +84 +8%
MC
2042
Middleton & Co
Massachusetts
$322K – – –
GWMR
2043
GC Wealth Management RIA
Massachusetts
$322K +$282K +1,088 New
BFG
2044
Beacon Financial Group
Texas
$321K +$10.6K +41 +4%
LAS
2045
Legacy Advisory Services
Pennsylvania
$320K +$280K +1,081 New
LFGO
2046
Legacy Financial Group (Oklahoma)
Oklahoma
$319K +$519 +2 +0.2%
LWCFA
2047
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$319K +$22.8K +88 +9%
SW
2048
SkyOak Wealth
Michigan
$319K -$17.9K -69 -6%
SCM
2049
Silvant Capital Management
Georgia
$318K – – –
BIP
2050
Blueprint Investment Partners
North Carolina
$318K -$36.1K -139 -11%
80 81
82
83 84