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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1426	B 1426 Brightworth Atlanta, Georgia	$340K	+$77.2K	+455	+32%
1427	CWP 1427 Concord Wealth Partners Abingdon, Virginia	$340K	+$317K	+1,867	New
1428	AFC 1428 AFT Forsyth & Company West Palm Beach, Florida	$337K	–	–	–
1429	CCM 1429 Check Capital Management Costa Mesa, California	$337K	–	–	–
1430	DWM 1430 Destination Wealth Management Walnut Creek, California	$337K	+$48.8K	+288	+18%
1431	SAG 1431 Spotlight Asset Group Oakbrook Terrace, Illinois	$336K	+$42.7K	+252	+16%
1432	WPA 1432 Winning Points Advisors Boca Raton, Florida	$333K	–	–	–
1433	RW 1433 REDW Wealth Albuquerque, New Mexico	$333K	–	–	–
1434	MAWCM 1434 Mine & Arao Wealth Creation & Management Campbell, California	$333K	+$678	+4	+0.2%
1435	CNB 1435 Camden National Bank Camden, Maine	$333K	+$27.1K	+160	+10%
1436	ARMC 1436 American Research & Management Company Marion, Massachusetts	$332K	+$16.1K	+95	+5%
1437	PMG 1437 ProVise Management Group Clearwater, Florida	$331K	+$309K	+1,821	New
1438	BWA 1438 BlueSky Wealth Advisors New Bern, North Carolina	$328K	–	–	–
1439	WKWM 1439 Walter & Keenan Wealth Management Souh Bend, Indiana	$328K	+$5.6K	+33	+2%
1440	HI 1440 Hoey Investments Coatesville, Pennsylvania	$328K	+$242K	+1,429	+381%
1441	SCM 1441 Southport Capital Management Chattanooga, Tennessee	$327K	–	–	–
1442	GAMC 1442 Garner Asset Management Corp Plano, Texas	$326K	–	–	–
1443	HWA 1443 Heritage Wealth Advisors Richmond, Virginia	$325K	–	–	–
1444	BWM 1444 Benchmark Wealth Management Old Lyme, Connecticut	$323K	-$28.8K	-170	-9%
1445	RWM 1445 RKL Wealth Management Lancaster, Pennsylvania	$323K	–	–	–
1446	HGWM 1446 Horst & Graben Wealth Management Portland, Oregon	$321K	+$1.19K	+7	+0.4%
1447	LWCFA 1447 Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$320K	-$62.7K	-370	-17%
1448	RCG 1448 Rock Creek Group Washington, District of Columbia	$320K	+$72.4K	+427	+32%
1449	SIM 1449 Stratos Investment Management Beachwood, Ohio	$319K	+$1.02K	+6	+0.3%
1450	SIC 1450 Shoker Investment Counsel Oxford, Ohio	$319K	+$297K	+1,753	New

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B