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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2026
Tumwater Wealth Management
Idaho
$653K +$427 +1 +0.1%
EFP
2027
Elser Financial Planning
Indiana
$652K +$16.6K +39 +3%
PCI
2028
Planning Center Inc
Illinois
$652K – – –
4WM
2029
44 Wealth Management
Oregon
$652K -$1.98M -4,627 -77%
OFS
2030
Orrstown Financial Services
Pennsylvania
$649K -$107K -250 -16%
MFA
2031
Millington Financial Advisors
Illinois
$648K +$4.27K +10 +0.8%
SWM
2032
Sendero Wealth Management
Texas
$647K – – –
CFC
2033
Coyle Financial Counsel
Illinois
$647K +$3.84K +9 +0.7%
OCBCO
2034
Oversea-Chinese Banking Corp (OCBC)
Singapore
$647K -$178K -417 -23%
OL
2035
OneFund LLC
Florida
$646K +$22.2K +52 +4%
FPF
2036
First Pacific Financial
Washington
$646K +$2.13K +5 +0.4%
FG
2037
Foster Group
Iowa
$645K +$89.7K +210 +18%
TSS
2038
Thomas Story & Son
Indiana
$644K – – –
VCM
2039
Versant Capital Management
Arizona
$644K +$118K +276 +26%
BWM
2040
Baron Wealth Management
Michigan
$642K +$20.9K +49 +4%
LCM
2041
Lazari Capital Management
California
$641K -$57.2K -134 -9%
FFA
2042
Fi3 Financial Advisors
Indiana
$640K +$427 +1 +0.1%
V
2043
VeraBank
Texas
$637K – – –
AA
2044
Acorns Advisers
California
$637K +$59.3K +139 +12%
AWM
2045
Accel Wealth Management
Iowa
$636K +$854 +2 +0.2%
MWM
2046
McMill Wealth Management
Nebraska
$635K – – –
WMA
2047
Wealth Management Associates
New Jersey
$632K -$6.83K -16 -1%
CWMP
2048
Clarion Wealth Managment Partners
Virginia
$631K +$18.8K +44 +3%
FI
2049
Finivi Inc
Massachusetts
$630K +$8.11K +19 +1%
NWMG
2050
National Wealth Management Group
Ohio
$630K +$564K +1,321 New
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