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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
3051	APWM 3051 Argonautica Private Wealth Management Wellesley, Massachusetts	$270K	-$9.45K	-17	-3%
3052	PD 3052 Planning Directions Glen Mills, Pennsylvania	$270K	+$556	+1	+0.2%
3053	NC 3053 North Capital Salt Lake City, Utah	$269K	-$556	-1	-0.2%
3054	PMG 3054 ProVise Management Group Clearwater, Florida	$269K	–	–	–
3055	DI 3055 Decision Investments San Diego, California	$269K	+$261K	+470	New
3056	ES 3056 ETF Store Overland Park, Kansas	$268K	+$556	+1	+0.2%
3057	FA 3057 Fermata Advisors Sonoma, California	$268K	+$1.67K	+3	+0.6%
3058	LI 3058 LifeWealth Investments Winter Garden, Florida	$266K	–	–	–
3059	FWM 3059 Foguth Wealth Management Brighton, Michigan	$266K	+$247K	+445	New
3060	KWM 3060 Kassira Wealth Management Knoxville, Tennessee	$265K	+$1.11K	+2	+0.4%
3061	SWG 3061 Summit Wealth Group White River Junction, Vermont	$264K	+$8.89K	+16	+4%
3062	DR 3062 Davis Rea Toronto, Ontario, Canada	$264K	–	–	–
3063	AFAS 3063 Acorn Financial Advisory Services Reston, Virginia	$263K	+$4.45K	+8	+2%
3064	AC 3064 AWM Capital Phoenix, Arizona	$262K	-$556	-1	-0.2%
3065	MFG 3065 Mosaic Financial Group Chicago, Illinois	$262K	+$1.11K	+2	+0.4%
3066	CMP 3066 Coston McIsaac & Partners Bar Harbor, Maine	$262K	+$61.7K	+111	+32%
3067	SF 3067 Schaeffer Financial Rockville, Maryland	$262K	+$556	+1	+0.2%
3068	HPM 3068 Hoxton Planning & Management Shepherdstown, West Virginia	$261K	+$14.5K	+26	+6%
3069	WAM 3069 Walker Asset Management Verona, Missouri	$261K	–	–	–
3070	BFA 3070 Brown Financial Advisory Fairhope, Alabama	$261K	–	–	–
3071	TFP 3071 Tilia Fiduciary Partners Wilmington, North Carolina	$261K	-$24.5K	-44	-9%
3072	SWP 3072 Semus Wealth Partners Boca Raton, Florida	$261K	+$556	+1	+0.2%
3073	OWA 3073 OakTrust Wealth Advisors Wilton, Connecticut	$260K	+$252K	+454	New
3074	BFWA 3074 Benchmark Financial Wealth Advisors Boca Raton, Florida	$260K	+$2.78K	+5	+1%
3075	RA 3075 Ruggaard & Associates Hudson, Ohio	$260K	-$1.67K	-3	-0.7%

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B