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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2476	LFG 2476 Lazard Frères Gestion Paris, France	$206K	–	–	–
2477	BLAM 2477 Bourne Lent Asset Management Pawling, New York	$206K	–	–	–
2478	RWI 2478 Red Wave Investments Dillsburg, Pennsylvania	$205K	+$693	+2	+0.3%
2479	SIA 2479 Sage Investment Advisers Wappingers Falls, New York	$205K	+$693	+2	+0.3%
2480	SL 2480 Salomon & Ludwin Richmond, Virginia	$204K	-$154K	-443	-42%
2481	PP 2481 Patron Partners Houston, Texas	$204K	–	–	–
2482	CFO 2482 Collective Family Office York, Pennsylvania	$204K	-$79.4K	-229	-27%
2483	CC 2483 Capital Counsel New York	$204K	–	–	–
2484	AWG 2484 Altus Wealth Group Colorado Springs, Colorado	$202K	+$210K	+607	New
2485	TWM 2485 Tolleson Wealth Management Dallas, Texas	$202K	-$555K	-1,600	-73%
2486	UAM 2486 Unison Asset Management North Miami Beach, Florida	$202K	–	–	–
2487	HP 2487 Hilltop Partners Mishawaka, Indiana	$202K	–	–	–
2488	BWFA 2488 Baltimore-Washington Financial Advisors Columbia, Maryland	$201K	+$209K	+604	New
2489	EWM 2489 EPG Wealth Management Atlanta, Georgia	$201K	-$252K	-728	Closed
2490	TSMHT 2490 Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$201K	+$209K	+603	New
2491	FWA 2491 FSM Wealth Advisors Cleveland, Ohio	$201K	+$5.89K	+17	+3%
2492	AWA 2492 Amplius Wealth Advisors Blue Bell, Pennsylvania	$200K	+$13.2K	+38	+7%
2493	TCG 2493 Transcendent Capital Group Edmond, Oklahoma	$198K	-$137K	-394	-40%
2494	PSB 2494 Piscataqua Savings Bank Portsmouth, New Hampshire	$195K	–	–	–
2495	BHWM 2495 Beaird Harris Wealth Management Dallas, Texas	$194K	–	–	–
2496	NBT 2496 Northwest Bank & Trust Davenport, Iowa	$186K	–	–	–
2497	PGAM 2497 Princeton Global Asset Management Princeton, New Jersey	$185K	–	–	–
2498	SC 2498 Stephens Consulting Flint, Michigan	$183K	–	–	–
2499	CSWM 2499 Cassady Schiller Wealth Management Cincinnati, Ohio	$183K	–	–	–
2500	MSG 2500 Main Street Group Glen Allen, Virginia	$179K	-$20.5K	-59	-10%

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B