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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
2026
Davidson Trust Company
Washington
$450K +$36.3K +102 +8%
GCM
2027
Gallacher Capital Management
Colorado
$450K +$126K +355 +35%
MCM
2028
M1 Capital Management
Michigan
$449K -$51.3K -144 -10%
BW
2029
Basepoint Wealth
Iowa
$449K +$130K +364 +37%
EA
2030
Ellsworth Advisors
Ohio
$448K -$5.46M -15,329 -92%
BF
2031
Brogan Financial
Tennessee
$447K +$76.9K +216 +19%
SB
2032
Sunflower Bank
Texas
$447K +$29.9K +84 +7%
SIC
2033
SJS Investment Consulting
Ohio
$447K – – –
ICP
2034
Interchange Capital Partners
Pennsylvania
$446K +$77.3K +217 +19%
CA
2035
Continuum Advisory
Idaho
$446K -$32.1K -90 -6%
IAS
2036
Investment Advisory Services
Texas
$446K -$16K -45 -3%
AIIMS
2037
Analyst IMS Investment Management Services
Israel
$446K -$45.2K -127 -9%
VAG
2038
VisionPoint Advisory Group
Texas
$446K -$7.12K -20 -1%
SWM
2039
Sendero Wealth Management
Texas
$446K +$2.49K +7 +0.5%
TSS
2040
Thomas Story & Son
Indiana
$445K – – –
CFC
2041
Coyle Financial Counsel
Illinois
$445K +$356 +1 +0.1%
HCP
2042
Hardin Capital Partners
South Carolina
$444K – – –
V
2043
VeraBank
Texas
$441K – – –
RA
2044
Rockingstone Advisors
Massachusetts
$441K +$18.9K +53 +4%
RA
2045
Rise Advisors
New York
$440K -$36K -101 -7%
FAM
2046
Formidable Asset Management
Ohio
$439K – – –
FFA
2047
Fi3 Financial Advisors
Indiana
$439K +$1.07K +3 +0.2%
MWM
2048
McMill Wealth Management
Nebraska
$438K +$6.41K +18 +1%
CAWM
2049
Capital Advisors Wealth Management
Washington
$438K +$21.4K +60 +5%
EFP
2050
Elser Financial Planning
Indiana
$437K -$2.85K -8 -0.6%
80 81
82
83 84