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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
2026
Bremer Bank National Association
Minnesota
$330K -$17.1K -66 -6%
NRI
2027
NFP Retirement Inc
California
$329K +$5.97K +23 +2%
CFS
2028
Commonwealth Financial Services
West Virginia
$329K +$13.2K +51 +5%
RFA
2029
Register Financial Advisors
Georgia
$328K +$259 +1 +0.1%
CWA
2030
Consilium Wealth Advisory
Texas
$328K +$8.04K +31 +3%
GFA
2031
Gallagher Fiduciary Advisors
Illinois
$326K +$21.5K +83 +8%
MAWA
2032
Moss Adams Wealth Advisors
Washington
$326K +$54.5K +210 +24%
BWP
2033
Baldwin Wealth Partners
Massachusetts
$325K -$1.56K -6 -0.5%
RCWM
2034
Royal Capital Wealth Management
Indiana
$325K – – –
AA
2035
Alesco Advisors
New York
$325K +$25.7K +99 +10%
JFL
2036
Jarislowsky, Fraser Ltd
Quebec, Canada
$324K – – –
HFM
2037
Harvest Fund Management
China
$324K -$743K -2,865 -72%
BWM
2038
Baron Wealth Management
Michigan
$324K +$24.6K +95 +10%
CCA
2039
Childress Capital Advisors
Texas
$324K -$8.3K -32 -3%
MYIA
2040
Mount Yale Investment Advisors
Colorado
$322K +$21.8K +84 +8%
MC
2041
Middleton & Co
Massachusetts
$322K – – –
GWMR
2042
GC Wealth Management RIA
Massachusetts
$322K +$282K +1,088 New
BFG
2043
Beacon Financial Group
Texas
$321K +$10.6K +41 +4%
LAS
2044
Legacy Advisory Services
Pennsylvania
$320K +$280K +1,081 New
LFGO
2045
Legacy Financial Group (Oklahoma)
Oklahoma
$319K +$519 +2 +0.2%
LWCFA
2046
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$319K +$22.8K +88 +9%
SW
2047
SkyOak Wealth
Michigan
$319K -$17.9K -69 -6%
SCM
2048
Silvant Capital Management
Georgia
$318K – – –
BIP
2049
Blueprint Investment Partners
North Carolina
$318K -$36.1K -139 -11%
RA
2050
Rise Advisors
New York
$318K +$20.2K +78 +8%
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