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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2026
AUA Capital Management
Pennsylvania
$393K – – –
MWP
2027
Meredith Wealth Planning
Illinois
$393K – – –
KAM
2028
KEB Asset Management
Illinois
$393K – – –
FOA
2029
Five Oceans Advisors
California
$392K -$5.55K -16 -1%
GWAG
2030
Garrett Wealth Advisory Group
Texas
$391K – – –
AIM
2031
Avity Investment Management
Connecticut
$391K -$34.7K -100 -8%
TIM
2032
Tortoise Investment Management
New York
$391K -$20.8K -60 -5%
BSB
2033
Bangor Savings Bank
Maine
$389K – – –
DPIM
2034
Duff & Phelps Investment Management
Illinois
$389K -$1.63M -4,715 -80%
GXJ
2035
Global X Japan
Japan
$389K -$88.1K -254 -18%
GWMR
2036
GC Wealth Management RIA
Massachusetts
$388K -$19.8K -57 -5%
EWS
2037
Eagle Wealth Strategies
New Jersey
$388K – – –
HBT
2038
Hills Bank & Trust
Iowa
$388K -$8.67K -25 -2%
JF
2039
Joule Financial
Kentucky
$388K +$14.9K +43 +4%
CAWM
2040
Capital Advisors Wealth Management
Washington
$387K – – –
BBA
2041
Braun-Bostich & Associates
Pennsylvania
$387K -$47.9K -138 -11%
ACS
2042
Archford Capital Strategies
Illinois
$387K – – –
FIB
2043
First Interstate Bank
Montana
$386K +$171K +492 +74%
MIFH
2044
Migdal Insurance & Financial Holdings
Israel
$386K -$693 -2 -0.2%
CWM
2045
Calamos Wealth Management
Illinois
$386K -$18.4K -53 -4%
PGIM
2046
Pacific Global Investment Management
California
$385K -$3.47K -10 -0.9%
TWP
2047
Tower Wealth Partners
Pennsylvania
$384K +$38.5K +111 +11%
PG
2048
Prostatis Group
Maryland
$384K +$38.5K +111 +11%
WAM
2049
WNY Asset Management
New York
$382K -$693 -2 -0.2%
FWTB
2050
First Western Trust Bank
Colorado
$381K -$236K -682 -37%
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