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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2026
Anchor Capital Advisors
Massachusetts
$413K – – –
RFA
2027
Register Financial Advisors
Georgia
$411K +$4.47K +14 +1%
JF
2028
Joule Financial
Kentucky
$411K -$29.7K -93 -8%
SWM
2029
Selective Wealth Management
Virginia
$411K – – –
SCM
2030
Spring Capital Management
Texas
$410K – – –
CBB
2031
Citizens Business Bank
California
$408K +$38.4K +120 +12%
RWPA
2032
Richard W. Paul & Associates
Michigan
$407K -$37.7K -118 -10%
TW
2033
Traveka Wealth
California
$406K +$20.8K +65 +6%
SPI
2034
Sutton Place Investors
New York
$406K +$354K +1,109 New
CP
2035
Castleview Partners
Texas
$405K +$50.8K +159 +17%
FI
2036
Finivi Inc
Massachusetts
$405K -$6.07K -19 -2%
FTUS
2037
Flow Traders U.S.
New York
$405K +$353K +1,106 New
BA
2038
Bristlecone Advisors
Washington
$405K -$15.3K -48 -4%
SWP
2039
Strategic Wealth Partners
Ohio
$405K +$353K +1,104 New
RCWM
2040
Royal Capital Wealth Management
Indiana
$403K – – –
MAM
2041
Meeder Asset Management
Ohio
$403K +$21.4K +67 +6%
HCM
2042
Hengehold Capital Management
Ohio
$403K +$11.8K +37 +3%
AA
2043
Alesco Advisors
New York
$403K – – –
BWM
2044
Baron Wealth Management
Michigan
$401K – – –
HIM
2045
Hanlon Investment Management
New Jersey
$401K +$50.2K +157 +17%
BFG
2046
Beacon Financial Group
Texas
$398K – – –
WIM
2047
Warwick Investment Management
Texas
$397K +$52.4K +164 +18%
LFGO
2048
Legacy Financial Group (Oklahoma)
Oklahoma
$396K +$320 +1 +0.1%
WFA
2049
WMG Financial Advisors
Tennessee
$396K +$16.3K +51 +5%
SW
2050
SkyOak Wealth
Michigan
$395K – – –
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