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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2726	HP 2726 Hilltop Partners Mishawaka, Indiana	$209K	-$11.6K	-30	-5%
2727	HA 2727 Helium Advisors Everett, Washington	$209K	+$223K	+575	New
2728	OIC 2728 Orion Investment Company St. Louis, Missouri	$209K	–	–	–
2729	TAM 2729 TCP Asset Management Columbus, Ohio	$209K	–	–	–
2730	KA 2730 KDT Advisors New York	$209K	+$223K	+575	New
2731	BTWM 2731 Brass Tax Wealth Management Cincinnati, Ohio	$208K	-$7.76K	-20	-3%
2732	JPLA 2732 Joseph P. Lucia & Associates Yorktown Heights, New York	$208K	+$8.53K	+22	+4%
2733	BDFN 2733 Bond & Devick Financial Network St. Louis Park, Minnesota	$207K	–	–	–
2734	RB 2734 Renasant Bank Tupelo, Mississippi	$206K	+$388	+1	+0.2%
2735	MWA 2735 Motive Wealth Advisors Birmingham, Michigan	$206K	+$220K	+568	New
2736	PP 2736 PrairieView Partners St. Paul, Minnesota	$206K	+$388	+1	+0.2%
2737	EWM 2737 EPG Wealth Management Atlanta, Georgia	$205K	+$776	+2	+0.4%
2738	PMG 2738 ProVise Management Group Clearwater, Florida	$205K	-$263K	-679	-55%
2739	AWM 2739 Ameliora Wealth Management Zurich, Switzerland	$205K	+$25.2K	+65	+13%
2740	TS 2740 TradeWell Securities Fort Wayne, Indiana	$205K	+$219K	+564	New
2741	CCWM 2741 Correct Capital Wealth Management Clayton, Missouri	$204K	–	–	–
2742	RIG 2742 Renaissance Investment Group Lenox, Massachusetts	$204K	–	–	–
2743	FMP 2743 Financial Management Professionals Austin, Texas	$204K	+$55.8K	+144	+34%
2744	WIM 2744 Waverton Investment Management London, United Kingdom	$204K	+$218K	+562	New
2745	GDP 2745 Great Diamond Partners Portland, Maine	$204K	+$12.8K	+33	+6%
2746	C1AG 2746 Client 1st Advisory Group Dunedin, Florida	$203K	–	–	–
2747	UW 2747 Unique Wealth Clearwater, Florida	$202K	+$2.33K	+6	+1%
2748	WF 2748 WoodTrust Financial Wisconsin Rapids, Wisconsin	$202K	-$3.49K	-9	-2%
2749	PAS 2749 PKS Advisory Services Albany, New York	$202K	+$216K	+556	New
2750	PGAM 2750 Princeton Global Asset Management Princeton, New Jersey	$201K	–	–	–

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B