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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2501	BP 2501 Broadleaf Partners Hudson, Ohio	$244K	–	–	–
2502	GFPC 2502 Global Financial Private Client Sarasota, Florida	$244K	+$4.99K	+14	+2%
2503	CRI 2503 Colonial River Investments Midlothian, Virginia	$244K	+$1.43K	+4	+0.5%
2504	AIA 2504 AssuredPartners Investment Advisors Tampa, Florida	$244K	+$19.6K	+55	+8%
2505	WAM 2505 WNY Asset Management Williamsville, New York	$243K	–	–	–
2506	HAG 2506 HF Advisory Group Annapolis, Maryland	$243K	+$2.14K	+6	+0.8%
2507	KWA 2507 Kondo Wealth Advisors Pasadena, California	$243K	-$54.9K	-154	-17%
2508	ST 2508 Sageworth Trust Lancaster, Pennsylvania	$243K	+$9.26K	+26	+4%
2509	CRWM 2509 Castle Rock Wealth Management Walnut Creek, California	$242K	-$1.07K	-3	-0.4%
2510	VFG 2510 Victory Financial Group Austin, Texas	$241K	+$258K	+725	New
2511	AGWCA 2511 Annis Gardner Whiting Capital Advisors Tampa, Florida	$241K	-$5.34K	-15	-2%
2512	WIM 2512 Westside Investment Management Santa Monica, California	$241K	-$7.12K	-20	-3%
2513	WFA 2513 Websterrogers Financial Advisors Florence, South Carolina	$241K	–	–	–
2514	CFO 2514 Capitol Family Office Beaverton, Oregon	$240K	+$259K	+728	New
2515	MPW 2515 Monterey Private Wealth Monterey, California	$240K	+$356	+1	+0.1%
2516	ML 2516 Mayport LLC Newton, Massachusetts	$238K	+$257K	+722	New
2517	CFP 2517 Cascade Financial Partners San Diego, California	$238K	-$3.21K	-9	-1%
2518	BC 2518 Belmont Capital Los Angeles, California	$237K	+$232K	+650	+929%
2519	DWA 2519 Dorsey Wright & Associates Pasadena, California	$237K	-$6.41K	-18	-2%
2520	BBNA 2520 Bremer Bank National Association St Paul, Minnesota	$236K	–	–	–
2521	TC 2521 Trilogy Capital Irvine, California	$236K	+$1.07K	+3	+0.4%
2522	GJIA 2522 Glass Jacobson Investment Advisors Owings Mills, Maryland	$236K	–	–	–
2523	IAG 2523 Ipsen Advisor Group Little Rock, Arkansas	$236K	+$1.07K	+3	+0.4%
2524	AWA 2524 Aletheian Wealth Advisors Bellevue, Washington	$236K	+$255K	+715	New
2525	CG 2525 Clarus Group Houston, Texas	$236K	-$355K	-998	-58%

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B