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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MGAM
2026
McGowan Group Asset Management
Texas
$1.17M +$41.6K +60 +4%
THCM
2027
Taylor Hoffman Capital Management
Virginia
$1.17M -$20.1K -29 -2%
BIA
2028
Bigelow Investment Advisors
Maine
$1.17M -$9K -13 -0.8%
BMCM
2029
Bryn Mawr Capital Management
Pennsylvania
$1.17M -$295K -426 -21%
CBB
2030
Citizens Business Bank
California
$1.17M -$10.4K -15 -0.9%
WA
2031
WealthTrust Axiom
Pennsylvania
$1.17M +$8.31K +12 +0.7%
KWM
2032
Kaydan Wealth Management
Michigan
$1.16M – – –
ARG
2033
Advisory Resource Group
Oklahoma
$1.16M +$6.93K +10 +0.6%
ACA
2034
Affinity Capital Advisors
California
$1.16M +$13.2K +19 +1%
CA
2035
Crewe Advisors
Utah
$1.15M +$13.9K +20 +1%
MTI
2036
Merrithew & Thorsten Inc
California
$1.15M +$2.08K +3 +0.2%
CHA
2037
Cooper/Haims Advisors
New York
$1.15M +$33.2K +48 +3%
FPGK
2038
Financial Partners Group (Kansas)
Kansas
$1.15M -$17.3K -25 -2%
SFGP
2039
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.15M -$193K -278 -15%
SMWM
2040
Silvia McColl Wealth Management
California
$1.15M – – –
PGWM
2041
Parisi Gray Wealth Management
New Jersey
$1.15M +$592K +855 +111%
AWM
2042
Accel Wealth Management
Iowa
$1.15M +$65.8K +95 +6%
ESBC
2043
E.S. Barr & Co
Kentucky
$1.15M -$10.4K -15 -0.9%
GWM
2044
Goldenstone Wealth Management
California
$1.15M -$42.9K -62 -4%
NF
2045
Nikulski Financial
Iowa
$1.15M – – –
PCI
2046
Planning Center Inc
Illinois
$1.15M +$204K +295 +22%
SFO
2047
Stokes Family Office
Louisiana
$1.14M -$139K -201 -11%
PPA
2048
Pacific Point Advisors
California
$1.14M +$2.77K +4 +0.2%
FA
2049
Fagan Associates
New York
$1.14M -$33.2K -48 -3%
RCA
2050
Ranch Capital Advisors
Florida
$1.14M -$35.3K -51 -3%
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