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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
2026
Silvia McColl Wealth Management
California
$929K -$41.7K -75 -4%
CB
2027
Cadence Bank
Mississippi
$928K -$7.78K -14 -0.9%
NF
2028
Nikulski Financial
Iowa
$927K +$899K +1,618 New
PS
2029
Planned Solutions
California
$925K +$375K +675 +72%
CA
2030
Crewe Advisors
Utah
$922K +$8.34K +15 +0.9%
PPA
2031
Pacific Point Advisors
California
$922K +$5K +9 +0.6%
FWA
2032
FSM Wealth Advisors
Ohio
$921K +$60K +108 +7%
SF
2033
Symphony Financial
Texas
$920K -$112K -201 -11%
BWA
2034
BlueSky Wealth Advisors
North Carolina
$919K -$121K -218 -12%
GS
2035
GWN Securities
Florida
$919K +$39.5K +71 +5%
LC
2036
LCNB Corp
Ohio
$917K -$32.2K -58 -3%
PWP
2037
Pursue Wealth Partners
California
$917K – – –
CS
2038
Capital Square
Tennessee
$917K +$556 +1 +0.1%
SFSG
2039
Sound Financial Strategies Group
Mississippi
$917K -$117K -210 -12%
PDM
2040
Penn Davis McFarland
Texas
$917K -$55.6K -100 -6%
MHR
2041
Matthew Hamilton Rosenberg
$917K – – –
WMG
2042
WESCAP Management Group
California
$917K – – –
CIM
2043
Contravisory Investment Management
Massachusetts
$916K +$594K +1,069 +202%
RPWA
2044
Regent Peak Wealth Advisors
Georgia
$915K +$21.7K +39 +3%
HHCP
2045
Hilton Head Capital Partners
South Carolina
$914K +$886K +1,595 New
MGAM
2046
McGowan Group Asset Management
Texas
$913K +$556 +1 +0.1%
ABWM
2047
Alpine Bank Wealth Management
Colorado
$909K +$150K +270 +21%
CHWM
2048
Cauble & Harre Wealth Management
Missouri
$906K +$879K +1,582 New
SWA
2049
SFMG Wealth Advisors
Texas
$905K +$28.9K +52 +3%
GWM
2050
GSB Wealth Management
Connecticut
$905K -$295K -530 -25%
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