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Caterpillar

CAT

Market cap $373B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
3826	BP 3826 BWM Planning The Woodlands, Texas	$207K	+$170K	+194	New
3827	LTM 3827 Lotus Technology Management Orlando, Florida	$207K	+$170K	+194	New
3828	EP 3828 Essential Partners Rancho Santa Fe, California	$206K	+$29.9K	+34	+21%
3829	DLCIG 3829 D.L. Carlson Investment Group Concord, New Hampshire	$206K	+$170K	+193	New
3830	EFG 3830 Elevated Financial Group Indianapolis, Indiana	$205K	+$170K	+193	New
3831	NWS 3831 Nvest Wealth Strategies Powell, Ohio	$205K	–	–	–
3832	SFG 3832 Snider Financial Group Bellevue, Washington	$205K	+$170K	+193	New
3833	KFP 3833 Kerr Financial Planning Fresno, California	$204K	+$878	+1	+0.5%
3834	JCM 3834 J2 Capital Management Troy, Michigan	$204K	-$909K	-1,035	-84%
3835	SHA 3835 Seneca House Advisors Richmond, Virginia	$204K	+$169K	+192	New
3836	PSA 3836 Plum Street Advisors New Orleans, Louisiana	$203K	+$168K	+191	New
3837	DI 3837 DDFG Inc Thousand Oaks, California	$203K	+$168K	+191	New
3838	SHF 3838 Stage Harbor Financial Westwood, Massachusetts	$203K	+$168K	+191	New
3839	W 3839 WorthPointe La Jolla, California	$203K	+$168K	+191	New
3840	WJA 3840 Willis Johnson & Associates Houston, Texas	$203K	-$262K	-298	-61%
3841	SCM 3841 Sage Capital Management Stockton, New Jersey	$203K	+$167K	+190	New
3842	GWA 3842 Gutierrez Wealth Advisory Little Rock, Arkansas	$202K	+$167K	+190	New
3843	KWM 3843 KFG Wealth Management Granger, Indiana	$202K	+$167K	+190	New
3844	PW 3844 PUREfi Wealth Boston, Massachusetts	$202K	+$167K	+190	New
3845	RFWA 3845 RPg Family Wealth Advisory Burlington, Massachusetts	$202K	+$167K	+190	New
3846	CWP 3846 Corepath Wealth Partners Scottsdale, Arizona	$202K	+$187K	+213	New
3847	NECFA 3847 New England Capital Financial Advisors Meriden, Connecticut	$202K	–	–	–
3848	PWM 3848 Proathlete Wealth Management Boca Raton, Florida	$200K	–	–	–
3849	FA 3849 Fountainhead AM Warren, New Jersey	$200K	+$165K	+188	New
3850	DF 3850 Downshift Financial Boulder, Colorado	$194K	+$160K	+182	New

Caterpillar CAT Market cap $373B

Caterpillar

CAT

Market cap $373B