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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
2026
Cove Private Wealth
New York
$511K +$547K +1,410 New
FWM
2027
Fingerlakes Wealth Management
New York
$511K +$4.65K +12 +0.9%
IF
2028
Intrua Financial
Texas
$511K -$699K -1,802 -56%
FFC
2029
First Financial Corp
Indiana
$511K – – –
KPWG
2030
KFA Private Wealth Group
Virginia
$509K +$243K +627 +81%
FPF
2031
First Pacific Financial
Washington
$509K +$306K +788 +128%
VWA
2032
VSM Wealth Advisory
Maryland
$508K +$543K +1,401 New
IIM
2033
Ironwood Investment Management
Massachusetts
$508K – – –
IAS
2034
Investment Advisory Services
Texas
$507K +$26.4K +68 +5%
RA
2035
Ransom Advisory
Rhode Island
$506K +$9.7K +25 +2%
GSAM
2036
Grant Street Asset Management
Pennsylvania
$506K +$58.2K +150 +12%
FCM
2037
Firestone Capital Management
Florida
$505K – – –
AW
2038
Apricus Wealth
South Carolina
$504K – – –
GBT
2039
Grove Bank & Trust
Florida
$503K -$37.2K -96 -6%
WFA
2040
WestHill Financial Advisors
California
$503K – – –
MCM
2041
Mengis Capital Management
Oregon
$503K – – –
HWAM
2042
Hennion & Walsh Asset Management
New Jersey
$500K -$221K -569 -29%
OL
2043
Optas LLC
Texas
$498K +$29.9K +77 +6%
PWAC
2044
Private Wealth Advisors (California)
California
$495K -$264K -681 -33%
MSAM
2045
Moloney Securities Asset Management
Missouri
$495K +$250K +645 +90%
AL
2046
ACAS LLC
California
$494K -$11.6K -30 -2%
BFS
2047
Bard Financial Services
Connecticut
$493K – – –
VAG
2048
VisionPoint Advisory Group
Texas
$493K -$7.76K -20 -1%
MHR
2049
Matthew Hamilton Rosenberg
$493K +$68.3K +176 +15%
EFSCE
2050
Enterprise Financial Services Corp (EFSC)
Missouri
$492K +$55.1K +142 +12%
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