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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1676	NAMP 1676 NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$283K	–	–	–
1677	OCM 1677 One Capital Management Westlake Village, California	$282K	+$79K	+342	+36%
1678	AT 1678 Arden Trust Wilmington, Delaware	$281K	-$46.2K	-200	-13%
1679	CBN 1679 Cadence Bank NA Houston, Texas	$280K	-$44.3K	-192	-13%
1680	HCM 1680 Hollencrest Capital Management Newport Beach, California	$280K	+$12.7K	+55	+4%
1681	GLLW 1681 Graves Light Lenhart Wealth Harrisonburg, Virginia	$279K	-$3.93K	-17	-1%
1682	KIG 1682 Kowal Investment Group Brookfield, Wisconsin	$279K	+$297K	+1,284	New
1683	CAM 1683 Claret Asset Management Montreal, Quebec, Canada	$277K	–	–	–
1684	SSW 1684 Smith Shellnut Wilson Ridgeland, Mississippi	$277K	–	–	–
1685	TA 1685 Tectonic Advisors Frisco, Texas	$277K	–	–	–
1686	WTFG 1686 Wells Trecaso Financial Group Akron, Ohio	$276K	-$20.8K	-90	-7%
1687	DWM 1687 Doyle Wealth Management St. Petersburg, Florida	$275K	+$231	+1	+0.1%
1688	AFS 1688 Access Financial Services Minneapolis, Minnesota	$274K	+$12.2K	+53	+4%
1689	CCWA 1689 CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$274K	+$291K	+1,260	New
1690	BL 1690 Balentine LLC Atlanta, Georgia	$272K	-$2.31K	-10	-0.8%
1691	BI 1691 Ballast Inc Lexington, Kentucky	$272K	–	–	–
1692	MA 1692 MBA Advisors Hermitage, Pennsylvania	$272K	–	–	–
1693	LC 1693 Lindbrook Capital Calabasas, California	$272K	+$1.39K	+6	+0.5%
1694	BFA 1694 Beaumont Financial Advisors Needham, Massachusetts	$272K	+$2.31K	+10	+0.8%
1695	ECM 1695 Exchange Capital Management Ann Arbor, Michigan	$271K	-$34.6K	-150	-11%
1696	AFAS 1696 Acorn Financial Advisory Services Reston, Virginia	$271K	-$3.23K	-14	-1%
1697	BCM 1697 Beddow Capital Management Jackson, Wyoming	$270K	-$11.5K	-50	-4%
1698	NWS 1698 Newport Wealth Strategies Irvine, California	$269K	–	–	–
1699	ACA 1699 Anchor Capital Advisors Boston, Massachusetts	$268K	–	–	–
1700	APA 1700 Allegiant Private Advisors Sarasota, Florida	$268K	+$284K	+1,231	New

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B