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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2026
Apricus Wealth
South Carolina
$539K – – –
AF
2027
Apollon Financial
South Carolina
$538K -$6.33K -19 -1%
MCM
2028
Mengis Capital Management
Oregon
$538K -$333 -1 -0.1%
BTWM
2029
Baker Tilly Wealth Management
Wisconsin
$537K +$46K +138 +11%
MAG
2030
MRA Advisory Group
New Jersey
$537K – – –
FC
2031
FCA Corp
Texas
$537K +$194K +582 +73%
JC
2032
JB Capital
Connecticut
$536K +$154K +463 +50%
PA
2033
Planning Alternatives
Michigan
$533K +$2.33K +7 +0.5%
CAWM
2034
Capital Advisors Wealth Management
Washington
$533K +$15.3K +46 +3%
CCA
2035
Carrera Capital Advisors
Michigan
$532K -$7.67K -23 -2%
TWM
2036
Tumwater Wealth Management
Idaho
$531K +$17K +51 +4%
PCI
2037
Planning Center Inc
Illinois
$531K +$14.7K +44 +3%
BWS
2038
Buck Wealth Strategies
Colorado
$530K -$578K -1,733 -56%
TW
2039
Traveka Wealth
California
$529K +$49.3K +148 +12%
BW
2040
Basepoint Wealth
Iowa
$527K -$333 -1 -0.1%
SWM
2041
Sendero Wealth Management
Texas
$527K +$2K +6 +0.4%
EFSCE
2042
Enterprise Financial Services Corp (EFSC)
Missouri
$526K -$7.33K -22 -2%
TSS
2043
Thomas Story & Son
Indiana
$524K – – –
FPF
2044
First Pacific Financial
Washington
$524K +$13.7K +41 +3%
BOSSRA
2045
B.O.S.S. Retirement Advisors
Utah
$523K +$449K +1,348 New
WC
2046
Waterloo Capital
Texas
$523K +$100K +301 +29%
CFC
2047
Coyle Financial Counsel
Illinois
$523K -$667 -2 -0.1%
SAW
2048
Signal Advisors Wealth
Michigan
$522K -$968K -2,905 -68%
UBV
2049
United Bank (Virginia)
Virginia
$521K -$86K -258 -16%
FFA
2050
Fi3 Financial Advisors
Indiana
$521K +$3.67K +11 +0.8%
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82
83 84