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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2626	PPWM 2626 PFG Private Wealth Management Lutz, Florida	$296K	+$265K	+621	New
2627	GHA 2627 Granite Harbor Advisors Houston, Texas	$296K	+$11.5K	+27	+5%
2628	TAM 2628 TCP Asset Management Columbus, Ohio	$296K	+$19.2K	+45	+8%
2629	OL 2629 one8zero8 LLC Greensboro, North Carolina	$295K	+$8.11K	+19	+3%
2630	BLAM 2630 Bourne Lent Asset Management Pawling, New York	$295K	–	–	–
2631	RYIA 2631 Roehl & Yi Investment Advisors Eugene, Oregon	$294K	–	–	–
2632	DCBT 2632 Dakota Community Bank & Trust Hebron, North Dakota	$292K	+$13.2K	+31	+5%
2633	UPS 2633 UHLMANN PRICE SECURITIES Skokie, Illinois	$292K	-$50.4K	-118	-16%
2634	SIAG 2634 Safeguard Investment Advisory Group Corona, California	$292K	-$10.7K	-25	-4%
2635	CC 2635 Capital Counsel New York	$292K	–	–	–
2636	CG 2636 CFO4Life Group Coppell, Texas	$292K	+$10.7K	+25	+4%
2637	BA 2637 Brightwater Advisory Tampa, Florida	$291K	+$427	+1	+0.2%
2638	SWGC 2638 Summit Wealth Group (Colorado) Colorado Springs, Colorado	$291K	-$160K	-375	-26%
2639	IFS 2639 Ifrah Financial Services Little Rock, Arkansas	$290K	-$3.42K	-8	-1%
2640	OAS 2640 Optivise Advisory Services Franklin, Tennessee	$290K	+$259K	+607	New
2641	TM 2641 TigerOak Management Albuquerque, New Mexico	$289K	–	–	–
2642	UAM 2642 Unison Asset Management North Miami Beach, Florida	$289K	–	–	–
2643	CRI 2643 Colonial River Investments Midlothian, Virginia	$289K	-$46.5K	-109	-15%
2644	LWA 2644 Lifelong Wealth Advisors Arden Hills, Minnesota	$288K	–	–	–
2645	JE 2645 JMAC Enterprises Newtown, Pennsylvania	$288K	–	–	–
2646	BWG 2646 Boomfish Wealth Group Alpharetta, Georgia	$287K	+$26.9K	+63	+12%
2647	FFO 2647 Fortitude Family Office Scottsdale, Arizona	$287K	+$185K	+433	+258%
2648	AOWM 2648 Alpha Omega Wealth Management Richmond, Virginia	$286K	-$4.27K	-10	-2%
2649	BRWM 2649 Blue Rock Wealth Management Winston-Salem, North Carolina	$286K	–	–	–
2650	SRC 2650 Stone Run Capital New York	$286K	–	–	–

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B