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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2026
CJM Wealth Advisers
Virginia
$395K +$347 +1 +0.1%
NW
2027
NewEdge Wealth
Pennsylvania
$394K -$518K -1,495 -56%
ACM
2028
AUA Capital Management
Pennsylvania
$393K – – –
MWP
2029
Meredith Wealth Planning
Illinois
$393K – – –
KAM
2030
KEB Asset Management
Illinois
$393K – – –
FOA
2031
Five Oceans Advisors
California
$392K -$5.55K -16 -1%
GWAG
2032
Garrett Wealth Advisory Group
Texas
$391K – – –
AIM
2033
Avity Investment Management
Connecticut
$391K -$34.7K -100 -8%
TIM
2034
Tortoise Investment Management
New York
$391K -$20.8K -60 -5%
BSB
2035
Bangor Savings Bank
Maine
$389K – – –
DPIM
2036
Duff & Phelps Investment Management
Illinois
$389K -$1.63M -4,715 -80%
GXJ
2037
Global X Japan
Japan
$389K -$88.1K -254 -18%
GWMR
2038
GC Wealth Management RIA
Massachusetts
$388K -$19.8K -57 -5%
EWS
2039
Eagle Wealth Strategies
New Jersey
$388K – – –
HBT
2040
Hills Bank & Trust
Iowa
$388K -$8.67K -25 -2%
JF
2041
Joule Financial
Kentucky
$388K +$14.9K +43 +4%
CAWM
2042
Capital Advisors Wealth Management
Washington
$387K – – –
BBA
2043
Braun-Bostich & Associates
Pennsylvania
$387K -$47.9K -138 -11%
ACS
2044
Archford Capital Strategies
Illinois
$387K – – –
FIB
2045
First Interstate Bank
Montana
$386K +$171K +492 +74%
MIFH
2046
Migdal Insurance & Financial Holdings
Israel
$386K -$693 -2 -0.2%
CWM
2047
Calamos Wealth Management
Illinois
$386K -$18.4K -53 -4%
PGIM
2048
Pacific Global Investment Management
California
$385K -$3.47K -10 -0.9%
TWP
2049
Tower Wealth Partners
Pennsylvania
$384K +$38.5K +111 +11%
PG
2050
Prostatis Group
Maryland
$384K +$38.5K +111 +11%
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