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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
2026
Indie Asset Partners
Indiana
$478K -$4.83K -14 -1%
OPTFSNA
2027
Old Point Trust & Financial Services N A
Virginia
$476K -$18.3K -53 -4%
KFA
2028
Kelleher Financial Advisors
New York
$475K -$26.2K -76 -6%
EFSCE
2029
Enterprise Financial Services Corp (EFSC)
Missouri
$474K -$68.7K -199 -14%
AIIMS
2030
Analyst IMS Investment Management Services
Israel
$473K -$39K -113 -9%
RWM
2031
Revisor Wealth Management
Ohio
$472K -$6.56K -19 -2%
CCA
2032
Carrera Capital Advisors
Michigan
$472K -$166K -482 -29%
GP
2033
Greenline Partners
New York
$471K – – –
SSA
2034
Schonfeld Strategic Advisors
New York
$471K -$40.4K -117 -9%
HCM
2035
Hollencrest Capital Management
California
$471K -$83.9K -243 -17%
CWA
2036
CJM Wealth Advisers
Virginia
$469K +$345 +1 +0.1%
TCOK
2037
Trust Company of Kansas
Kansas
$469K +$164K +475 +66%
GHAM
2038
Gilman Hill Asset Management
Connecticut
$469K -$13.8K -40 -3%
BIP
2039
Blueprint Investment Partners
North Carolina
$468K +$76.3K +221 +23%
HB
2040
HTLF Bank
Colorado
$467K -$61.5K -178 -13%
XS
2041
XR Securities
Illinois
$466K -$417K -1,207 -50%
FA
2042
Fiduciary Alliance
South Carolina
$464K +$85.6K +248 +26%
SAM
2043
S.A. Mason
Michigan
$464K – – –
AFM
2044
Armstrong Fleming & Moore
District of Columbia
$463K -$20.7K -60 -5%
FOA
2045
Five Oceans Advisors
California
$463K +$2.42K +7 +0.6%
MHR
2046
Matthew Hamilton Rosenberg
$462K +$8.63K +25 +2%
MWP
2047
Meredith Wealth Planning
Illinois
$462K – – –
KAM
2048
KEB Asset Management
Illinois
$461K – – –
TW
2049
Traveka Wealth
California
$461K +$14.2K +41 +4%
GWAG
2050
Garrett Wealth Advisory Group
Texas
$460K – – –
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