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Caterpillar

CAT

Market cap $378B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1251	MLFP 1251 MPS Loria Financial Planners Burr Ridge, Illinois	$671K	+$414	+2	+0.1%
1252	TA 1252 Tiedemann Advisors New York	$671K	+$199K	+959	+49%
1253	CW 1253 CreativeOne Wealth Overland Park, Kansas	$667K	+$311K	+1,502	+109%
1254	CAMG 1254 CWA Asset Management Group Naples, Florida	$666K	+$25K	+121	+4%
1255	FNBSF 1255 First National Bank Sioux Falls Sioux Falls, South Dakota	$664K	–	–	–
1256	MHIC 1256 Marble Harbor Investment Counsel Boston, Massachusetts	$662K	–	–	–
1257	HWA 1257 HCR Wealth Advisors Los Angeles, California	$660K	-$678K	-3,277	-54%
1258	SGK 1258 Steigerwald Gordon & Koch Leesburg, Virginia	$659K	+$207	+1	+0%
1259	AIL 1259 AGF Investments LLC Toronto, Ontario, Canada	$657K	-$331K	-1,597	-36%
1260	V 1260 VeraBank Henderson, Texas	$657K	–	–	–
1261	RB 1261 Rodgers Brothers Harmony, Pennsylvania	$654K	–	–	–
1262	IA 1262 IFG Advisory Atlanta, Georgia	$650K	+$65.2K	+315	+13%
1263	PC 1263 Peavine Capital Reno, Nevada	$649K	–	–	–
1264	CFA 1264 Capstone Financial Advisors Downers Grove, Illinois	$649K	+$6.21K	+30	+1%
1265	GSEP 1265 Golden State Equity Partners South Coast Metro, California	$640K	+$299K	+1,446	+110%
1266	BAIA 1266 Bel Air Investment Advisors Los Angeles, California	$640K	+$572K	+2,761	New
1267	BMC 1267 Benin Management Corp Wilton, Connecticut	$639K	–	–	–
1268	LC 1268 Landaas & Company Milwaukee, Wisconsin	$637K	+$162K	+783	+40%
1269	FCFC 1269 First Citizens Financial Corp Mason City, Iowa	$636K	-$9.94K	-48	-2%
1270	SNB 1270 Security National Bank Omaha, Nebraska	$636K	–	–	–
1271	SAM 1271 Seelaus Asset Management Chatham, New Jersey	$635K	-$20.7K	-100	-4%
1272	RSWM 1272 Robertson Stephens Wealth Management San Francisco, California	$635K	+$219K	+1,058	+63%
1273	TC 1273 Telemus Capital Southfield, Michigan	$630K	-$538K	-2,598	-49%
1274	MWM 1274 Mission Wealth Management Santa Barbara, California	$630K	+$97.7K	+472	+21%
1275	TCWM 1275 Total Clarity Wealth Management St. Charles, Illinois	$627K	+$20.7K	+100	+4%

Caterpillar CAT Market cap $378B

Caterpillar

CAT

Market cap $378B