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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
2026
Ridgecrest Wealth Partners
California
$1.18M -$6.93K -10 -0.6%
RDWM
2027
Red Door Wealth Management
Tennessee
$1.17M +$1.39K +2 +0.1%
MAWCM
2028
Mine & Arao Wealth Creation & Management
California
$1.17M +$1.39K +2 +0.1%
RPWA
2029
Regent Peak Wealth Advisors
Georgia
$1.17M +$39.5K +57 +4%
MGAM
2030
McGowan Group Asset Management
Texas
$1.17M +$41.6K +60 +4%
THCM
2031
Taylor Hoffman Capital Management
Virginia
$1.17M -$20.1K -29 -2%
BIA
2032
Bigelow Investment Advisors
Maine
$1.17M -$9K -13 -0.8%
BMCM
2033
Bryn Mawr Capital Management
Pennsylvania
$1.17M -$295K -426 -21%
CBB
2034
Citizens Business Bank
California
$1.17M -$10.4K -15 -0.9%
WA
2035
WealthTrust Axiom
Pennsylvania
$1.17M +$8.31K +12 +0.7%
KWM
2036
Kaydan Wealth Management
Michigan
$1.16M – – –
ARG
2037
Advisory Resource Group
Oklahoma
$1.16M +$6.93K +10 +0.6%
ACA
2038
Affinity Capital Advisors
California
$1.16M +$13.2K +19 +1%
CA
2039
Crewe Advisors
Utah
$1.15M +$13.9K +20 +1%
MTI
2040
Merrithew & Thorsten Inc
California
$1.15M +$2.08K +3 +0.2%
CHA
2041
Cooper/Haims Advisors
New York
$1.15M +$33.2K +48 +3%
FPGK
2042
Financial Partners Group (Kansas)
Kansas
$1.15M -$17.3K -25 -2%
SFGP
2043
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.15M -$193K -278 -15%
SMWM
2044
Silvia McColl Wealth Management
California
$1.15M – – –
PGWM
2045
Parisi Gray Wealth Management
New Jersey
$1.15M +$592K +855 +111%
AWM
2046
Accel Wealth Management
Iowa
$1.15M +$65.8K +95 +6%
ESBC
2047
E.S. Barr & Co
Kentucky
$1.15M -$10.4K -15 -0.9%
GWM
2048
Goldenstone Wealth Management
California
$1.15M -$42.9K -62 -4%
NF
2049
Nikulski Financial
Iowa
$1.15M – – –
PCI
2050
Planning Center Inc
Illinois
$1.15M +$204K +295 +22%
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