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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
2026
Intrua Financial
Texas
$511K -$699K -1,802 -56%
FFC
2027
First Financial Corp
Indiana
$511K – – –
KPWG
2028
KFA Private Wealth Group
Virginia
$509K +$243K +627 +81%
FPF
2029
First Pacific Financial
Washington
$509K +$306K +788 +128%
VWA
2030
VSM Wealth Advisory
Maryland
$508K +$543K +1,401 New
IIM
2031
Ironwood Investment Management
Massachusetts
$508K – – –
IAS
2032
Investment Advisory Services
Texas
$507K +$26.4K +68 +5%
RA
2033
Ransom Advisory
Rhode Island
$506K +$9.7K +25 +2%
GSAM
2034
Grant Street Asset Management
Pennsylvania
$506K +$58.2K +150 +12%
FCM
2035
Firestone Capital Management
Florida
$505K – – –
AW
2036
Apricus Wealth
South Carolina
$504K – – –
GBT
2037
Grove Bank & Trust
Florida
$503K -$37.2K -96 -6%
WFA
2038
WestHill Financial Advisors
California
$503K – – –
MCM
2039
Mengis Capital Management
Oregon
$503K – – –
HWAM
2040
Hennion & Walsh Asset Management
New Jersey
$500K -$221K -569 -29%
OL
2041
Optas LLC
Texas
$498K +$29.9K +77 +6%
PWAC
2042
Private Wealth Advisors (California)
California
$495K -$264K -681 -33%
MSAM
2043
Moloney Securities Asset Management
Missouri
$495K +$250K +645 +90%
AL
2044
ACAS LLC
California
$494K -$11.6K -30 -2%
BFS
2045
Bard Financial Services
Connecticut
$493K – – –
VAG
2046
VisionPoint Advisory Group
Texas
$493K -$7.76K -20 -1%
MHR
2047
Matthew Hamilton Rosenberg
$493K +$68.3K +176 +15%
EFSCE
2048
Enterprise Financial Services Corp (EFSC)
Missouri
$492K +$55.1K +142 +12%
SIC
2049
SJS Investment Consulting
Ohio
$491K -$5.43K -14 -1%
BWM
2050
BankPlus Wealth Management
Mississippi
$490K +$524K +1,352 New
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