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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2026
Crewe Advisors
Utah
$922K +$8.34K +15 +0.9%
PPA
2027
Pacific Point Advisors
California
$922K +$5K +9 +0.6%
FWA
2028
FSM Wealth Advisors
Ohio
$921K +$60K +108 +7%
SF
2029
Symphony Financial
Texas
$920K -$112K -201 -11%
BWA
2030
BlueSky Wealth Advisors
North Carolina
$919K -$121K -218 -12%
GS
2031
GWN Securities
Florida
$919K +$39.5K +71 +5%
LC
2032
LCNB Corp
Ohio
$917K -$32.2K -58 -3%
PWP
2033
Pursue Wealth Partners
California
$917K – – –
CS
2034
Capital Square
Tennessee
$917K +$556 +1 +0.1%
SFSG
2035
Sound Financial Strategies Group
Mississippi
$917K -$117K -210 -12%
PDM
2036
Penn Davis McFarland
Texas
$917K -$55.6K -100 -6%
MHR
2037
Matthew Hamilton Rosenberg
$917K – – –
WMG
2038
WESCAP Management Group
California
$917K – – –
CIM
2039
Contravisory Investment Management
Massachusetts
$916K +$594K +1,069 +202%
RPWA
2040
Regent Peak Wealth Advisors
Georgia
$915K +$21.7K +39 +3%
HHCP
2041
Hilton Head Capital Partners
South Carolina
$914K +$886K +1,595 New
MGAM
2042
McGowan Group Asset Management
Texas
$913K +$556 +1 +0.1%
ABWM
2043
Alpine Bank Wealth Management
Colorado
$909K +$150K +270 +21%
CHWM
2044
Cauble & Harre Wealth Management
Missouri
$906K +$879K +1,582 New
SWA
2045
SFMG Wealth Advisors
Texas
$905K +$28.9K +52 +3%
GWM
2046
GSB Wealth Management
Connecticut
$905K -$295K -530 -25%
TWA
2047
Tulsa Wealth Advisors
Oklahoma
$905K +$878K +1,580 New
CHA
2048
Cooper/Haims Advisors
New York
$904K -$12.2K -22 -1%
PA
2049
PSI Advisors
Florida
$904K -$66.7K -120 -7%
VNA
2050
Valley National Advisers
Pennsylvania
$903K -$2.78K -5 -0.3%
80 81
82
83 84