Caterpillar

CAT

Market cap $343B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1301	PFA 1301 Pathway Financial Advisors South Burlington, Vermont	$1.29M	–	–	–
1302	SGK 1302 Steigerwald Gordon & Koch Leesburg, Virginia	$1.29M	+$6.07K	+19	+0.5%
1303	WA 1303 Wealth Architects Mountain View, California	$1.29M	+$2.56K	+8	+0.2%
1304	MF 1304 Montis Financial Waltham, Massachusetts	$1.29M	-$183K	-573	-14%
1305	C 1305 Certuity North Palm Beach, Florida	$1.29M	-$251K	-784	-18%
1306	AO 1306 Advisor OS Chicago, Illinois	$1.29M	+$431K	+1,349	+62%
1307	1WM 1307 1900 Wealth Management San Antonio, Texas	$1.28M	-$60.4K	-189	-5%
1308	IUHSA 1308 Itau Unibanco Holding S.A. Sao Paulo, Brazil	$1.28M	+$1.12M	+3,504	New
1309	DBIA 1309 Dumont & Blake Investment Advisors Princeton, New Jersey	$1.28M	+$1.28K	+4	+0.1%
1310	WP 1310 Wealthspan Partners Davenport, Iowa	$1.28M	+$245K	+768	+28%
1311	TA 1311 TKG Advisors Valparaiso, Indiana	$1.28M	-$1.5M	-4,694	-57%
1312	AA 1312 Advisory Alpha Holland, Michigan	$1.28M	-$128K	-399	-10%
1313	SFFS 1313 Stonehage Fleming Financial Services St. Helier, Jersey	$1.28M	+$893K	+2,795	+100%
1314	LAM 1314 Lakewood Asset Management Naperville, Illinois	$1.27M	+$245K	+766	+28%
1315	P 1315 Pitcairn Conshohocken, Pennsylvania	$1.27M	+$66.5K	+208	+6%
1316	BAM 1316 Belpointe Asset Management Reno, Nevada	$1.27M	+$188K	+589	+20%
1317	MFF 1317 Mango Five Family Reno, Nevada	$1.27M	–	–	–
1318	SC 1318 Savoie Capital Chicago, Illinois	$1.27M	+$1.11M	+3,465	New
1319	WI 1319 WrapManager Inc Mill Valley, California	$1.27M	+$423K	+1,323	+62%
1320	MCM 1320 McKinley Capital Management Anchorage, Alaska	$1.27M	-$47.9K	-150	-4%
1321	DG 1321 DMC Group Birmingham, Alabama	$1.27M	-$14.7K	-46	-1%
1322	PCG 1322 PFC Capital Group Los Angeles, California	$1.27M	+$40K	+125	+4%
1323	KFS 1323 Keynote Financial Services Vernon, Connecticut	$1.26M	+$1.1M	+3,449	New
1324	TIA 1324 Tiemann Investment Advisors Menlo Park, California	$1.26M	+$3.2K	+10	+0.3%
1325	FHC 1325 First Heartland Consultants Lake St. Louis, Missouri	$1.26M	+$35.2K	+110	+3%

Caterpillar CAT Market cap $343B

Caterpillar

CAT

Market cap $343B