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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2651	IPW 2651 Intergy Private Wealth Colorado Springs, Colorado	$446K	+$433K	+779	New
2652	TC 2652 Trilogy Capital Irvine, California	$446K	+$1.11K	+2	+0.3%
2653	CWI 2653 Conscious Wealth Investments Coral Gables, Florida	$445K	+$5K	+9	+1%
2654	JDLA 2654 J. Derek Lewis & Associates Newport Beach, California	$443K	+$430K	+773	New
2655	VCM 2655 Vision Capital Management Portland, Oregon	$443K	–	–	–
2656	MLFP 2656 MPS Loria Financial Planners Burr Ridge, Illinois	$443K	+$1.11K	+2	+0.3%
2657	BBES 2657 Buffalo Business & Estate Services Orchard Park, New York	$442K	+$429K	+772	New
2658	SHFP 2658 Second Half Financial Partners Sebring, Florida	$442K	–	–	–
2659	GHA 2659 GW Henssler & Associates Kennesaw, Georgia	$439K	–	–	–
2660	PGWM 2660 Parisi Gray Wealth Management Mendham, New Jersey	$439K	–	–	–
2661	MW 2661 Maia Wealth Denver, Colorado	$438K	+$14.5K	+26	+5%
2662	EWA 2662 Encompass Wealth Advisors Portland, Oregon	$438K	-$22.2K	-40	-5%
2663	AF 2663 Atala Financial Calabasas, California	$438K	–	–	–
2664	WAS 2664 Westco Advisory Services Lynbrook, New York	$438K	+$425K	+765	New
2665	RGC 2665 Roberts, Glore & Co Deerfield, Illinois	$438K	–	–	–
2666	AF 2666 Aldebaran Financial	$438K	-$75K	-135	-15%
2667	BFA 2667 Bright Financial Advisors Portage, Michigan	$437K	-$28.9K	-52	-6%
2668	ICM 2668 Intrepid Capital Management Jacksonville Beach, Florida	$437K	–	–	–
2669	WIM 2669 Wiregrass Investment Management Thomasville, Georgia	$436K	+$423K	+761	New
2670	MWM 2670 MGB Wealth Management Addison, Texas	$436K	+$423K	+761	New
2671	MWM 2671 MBE Wealth Management Tomah, Wisconsin	$436K	-$2.22K	-4	-0.5%
2672	BAM 2672 BOCHK Asset Management Hong Kong	$435K	-$1.8M	-3,240	-81%
2673	ORC 2673 O'Rourke & Company Boston, Massachusetts	$435K	-$81.1K	-146	-16%
2674	YCG 2674 Yeomans Consulting Group Marietta, Georgia	$434K	+$421K	+757	New
2675	DHC 2675 Drum Hill Capital Westport, Connecticut	$433K	–	–	–

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B