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Caterpillar

CAT

Market cap $373B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
3126	JLBC 3126 J.L. Bainbridge & Co Sarasota, Florida	$240K	–	–	–
3127	TCM 3127 TABR Capital Management Orange, California	$240K	+$233K	+419	New
3128	PPC 3128 Pennington Partners & Co Bethesda, Maryland	$240K	+$233K	+419	New
3129	JF 3129 JMN Financial New Albany, Ohio	$239K	+$232K	+418	New
3130	AW 3130 Avion Wealth The Woodlands, Texas	$239K	+$556	+1	+0.2%
3131	MJFG 3131 Mars Jewett Financial Group Bellevue, Washington	$239K	+$171K	+308	New
3132	NWM 3132 Northwest Wealth Management Spencer, Iowa	$239K	+$231K	+416	New
3133	EA 3133 Emerald Advisors Bellevue, Washington	$238K	+$231K	+416	New
3134	BWA 3134 Blodgett Wealth Advisors Concord, California	$238K	-$6.11K	-11	-3%
3135	UIA 3135 Ulland Investment Advisors Minneapolis, Minnesota	$238K	–	–	–
3136	GA 3136 GSG Advisors Mount Laurel, New Jersey	$238K	+$231K	+415	New
3137	SWM 3137 Shelton Wealth Management Fort Worth, Texas	$237K	+$230K	+414	New
3138	MWM 3138 MOR Wealth Management Philadelphia, Pennsylvania	$237K	+$230K	+414	New
3139	CFGA 3139 Cambridge Financial Group (Arizona) Tucson, Arizona	$237K	–	–	–
3140	SWM 3140 Sagace Wealth Management St. Petersburg, Florida	$237K	-$21.1K	-38	-8%
3141	TWM 3141 Tanager Wealth Management Goring On Thames, United Kingdom	$237K	+$230K	+413	New
3142	MPCL 3142 My Personal CFO LLC Vancouver, Washington	$236K	+$229K	+412	New
3143	WI 3143 WBI Investments Red Bank, New Jersey	$236K	+$229K	+412	New
3144	DSC 3144 Duncker Streett & Co St. Louis, Missouri	$235K	+$556	+1	+0.2%
3145	SAMC 3145 Spectrum Asset Management (California) Newport Beach, California	$235K	+$228K	+410	New
3146	SL 3146 StoryOne LLC Overland Park, Kansas	$235K	–	–	–
3147	BIA 3147 Bell Investment Advisors Oakland, California	$235K	+$24.5K	+44	+12%
3148	IDA 3148 Intelligence Driven Advisers Carlsbad, California	$234K	+$227K	+409	New
3149	PBO 3149 Peoples Bank (Ohio) Marietta, Ohio	$234K	+$227K	+409	New
3150	GCP 3150 Guardian Capital (Pennsylvania) Wexford, Pennsylvania	$234K	+$227K	+408	New

Caterpillar CAT Market cap $373B

Caterpillar

CAT

Market cap $373B