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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
2026
Mowery & Schoenfeld Wealth Management
Illinois
$453K +$73.4K +206 +18%
MAM
2027
Milestone Asset Management
Pennsylvania
$452K -$1.28M -3,591 -72%
PA
2028
Planning Alternatives
Michigan
$451K +$135K +378 +38%
ACA
2029
Affinity Capital Advisors
California
$451K +$1.43K +4 +0.3%
DTC
2030
Davidson Trust Company
Washington
$450K +$36.3K +102 +8%
GCM
2031
Gallacher Capital Management
Colorado
$450K +$126K +355 +35%
MCM
2032
M1 Capital Management
Michigan
$449K -$51.3K -144 -10%
BW
2033
Basepoint Wealth
Iowa
$449K +$130K +364 +37%
EA
2034
Ellsworth Advisors
Ohio
$448K -$5.46M -15,329 -92%
BF
2035
Brogan Financial
Tennessee
$447K +$76.9K +216 +19%
SB
2036
Sunflower Bank
Texas
$447K +$29.9K +84 +7%
SIC
2037
SJS Investment Consulting
Ohio
$447K – – –
ICP
2038
Interchange Capital Partners
Pennsylvania
$446K +$77.3K +217 +19%
CA
2039
Continuum Advisory
Idaho
$446K -$32.1K -90 -6%
IAS
2040
Investment Advisory Services
Texas
$446K -$16K -45 -3%
AIIMS
2041
Analyst IMS Investment Management Services
Israel
$446K -$45.2K -127 -9%
VAG
2042
VisionPoint Advisory Group
Texas
$446K -$7.12K -20 -1%
SWM
2043
Sendero Wealth Management
Texas
$446K +$2.49K +7 +0.5%
TSS
2044
Thomas Story & Son
Indiana
$445K – – –
CFC
2045
Coyle Financial Counsel
Illinois
$445K +$356 +1 +0.1%
HCP
2046
Hardin Capital Partners
South Carolina
$444K – – –
V
2047
VeraBank
Texas
$441K – – –
RA
2048
Rockingstone Advisors
Massachusetts
$441K +$18.9K +53 +4%
RA
2049
Rise Advisors
New York
$440K -$36K -101 -7%
FAM
2050
Formidable Asset Management
Ohio
$439K – – –
80 81
82
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