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Caterpillar

CAT

Market cap $373B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2476	RWI 2476 Red Wave Investments Dillsburg, Pennsylvania	$205K	+$693	+2	+0.3%
2477	SIA 2477 Sage Investment Advisers Wappingers Falls, New York	$205K	+$693	+2	+0.3%
2478	SL 2478 Salomon & Ludwin Richmond, Virginia	$204K	-$154K	-443	-42%
2479	PP 2479 Patron Partners Houston, Texas	$204K	–	–	–
2480	CFO 2480 Collective Family Office York, Pennsylvania	$204K	-$79.4K	-229	-27%
2481	CC 2481 Capital Counsel New York	$204K	–	–	–
2482	AWG 2482 Altus Wealth Group Colorado Springs, Colorado	$202K	+$210K	+607	New
2483	TWM 2483 Tolleson Wealth Management Dallas, Texas	$202K	-$555K	-1,600	-73%
2484	UAM 2484 Unison Asset Management North Miami Beach, Florida	$202K	–	–	–
2485	HP 2485 Hilltop Partners Mishawaka, Indiana	$202K	–	–	–
2486	BWFA 2486 Baltimore-Washington Financial Advisors Columbia, Maryland	$201K	+$209K	+604	New
2487	EWM 2487 EPG Wealth Management Atlanta, Georgia	$201K	-$252K	-728	Closed
2488	TSMHT 2488 Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$201K	+$209K	+603	New
2489	FWA 2489 FSM Wealth Advisors Cleveland, Ohio	$201K	+$5.89K	+17	+3%
2490	AWA 2490 Amplius Wealth Advisors Blue Bell, Pennsylvania	$200K	+$13.2K	+38	+7%
2491	TCG 2491 Transcendent Capital Group Edmond, Oklahoma	$198K	-$137K	-394	-40%
2492	PSB 2492 Piscataqua Savings Bank Portsmouth, New Hampshire	$195K	–	–	–
2493	BHWM 2493 Beaird Harris Wealth Management Dallas, Texas	$194K	–	–	–
2494	NBT 2494 Northwest Bank & Trust Davenport, Iowa	$186K	–	–	–
2495	PGAM 2495 Princeton Global Asset Management Princeton, New Jersey	$185K	–	–	–
2496	SC 2496 Stephens Consulting Flint, Michigan	$183K	–	–	–
2497	CSWM 2497 Cassady Schiller Wealth Management Cincinnati, Ohio	$183K	–	–	–
2498	MSG 2498 Main Street Group Glen Allen, Virginia	$179K	-$20.5K	-59	-10%
2499	CAS 2499 Coppell Advisory Solutions Coppell, Texas	$176K	+$183K	+529	New
2500	TFGT 2500 TS Financial Group (TSFG) Lake Forest, Illinois	$176K	-$13.2K	-38	-7%

Caterpillar CAT Market cap $373B

Caterpillar

CAT

Market cap $373B