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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWA
2051
Meadow Creek Wealth Advisors
Georgia
$1.68M +$144K +164 +12%
BMWS
2052
Brady Martz Wealth Solutions
North Dakota
$1.67M +$6.15K +7 +0.4%
SI
2053
Seeds Investor
New York
$1.67M +$235K +268 +21%
CCC
2054
Compass Capital Corp
Massachusetts
$1.67M +$175K +199 +11%
MGAM
2055
McGowan Group Asset Management
Texas
$1.67M -$77.3K -88 -5%
CNB
2056
Camden National Bank
Maine
$1.67M -$28.1K -32 -2%
SIA
2057
SeaBridge Investment Advisors
New Jersey
$1.67M – – –
LW
2058
Linscomb Wealth
Texas
$1.66M -$936K -1,065 -41%
5NPW
2059
55 North Private Wealth
Florida
$1.66M +$74.7K +85 +6%
SWM
2060
Sendero Wealth Management
Texas
$1.66M +$9.66K +11 +0.7%
MWP
2061
Madison Wealth Partners
Wisconsin
$1.66M +$239K +272 +21%
DFA
2062
DHJJ Financial Advisors
Illinois
$1.66M -$2.64M -3,001 -66%
BW
2063
BIP Wealth
Georgia
$1.65M +$524K +597 +62%
MA
2064
McBroom & Associates
Nevada
$1.65M -$225K -256 -14%
WP
2065
Waycross Partners
Kentucky
$1.65M -$176K -200 -11%
TFA
2066
Trinity Financial Advisors
Ohio
$1.65M – – –
4WM
2067
49 Wealth Management
Texas
$1.65M +$136K +155 +11%
A
2068
Alongside
Texas
$1.65M +$1.36M +1,545 New
SIAP
2069
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.65M -$260K -296 -16%
GAM
2070
Gould Asset Management
California
$1.64M -$878 -1 -0.1%
SA
2071
SAM Advisors
California
$1.64M – – –
RIA
2072
Regal Investment Advisors
Michigan
$1.64M -$421K -479 -24%
KFP
2073
KMG Fiduciary Partners
Ohio
$1.63M -$5.77M -6,568 -81%
NL
2074
NVWM LLC
Pennsylvania
$1.63M +$17.6K +20 +1%
DWM
2075
Destination Wealth Management
California
$1.63M +$178K +203 +15%
81 82
83
84 85