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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1701	VBFG 1701 Vishria Bird Financial Group Memphis, Tennessee	$368K	–	–	–
1702	CAM 1702 Cypress Asset Management Houston, Texas	$367K	+$388K	+1,605	New
1703	TVAMP 1703 Tennessee Valley Asset Management Partners Knoxville, Tennessee	$367K	+$1.45K	+6	+0.4%
1704	PI 1704 PFS Investments Duluth, Georgia	$367K	–	–	–
1705	ICM 1705 IMS Capital Management Portland, Oregon	$366K	–	–	–
1706	PWP 1706 Pursue Wealth Partners Clayton, California	$366K	–	–	–
1707	WMG 1707 WESCAP Management Group Glendale, California	$366K	–	–	–
1708	DCM 1708 Dupont Capital Management Wilmington, Delaware	$365K	+$27.8K	+115	+8%
1709	TBNY 1709 Trustco Bank (New York) Albany, New York	$364K	-$36.3K	-150	-9%
1710	ACA 1710 Affinity Capital Advisors Berkeley, California	$364K	+$967	+4	+0.3%
1711	RPWA 1711 Regent Peak Wealth Advisors Atlanta, Georgia	$363K	-$13.5K	-56	-3%
1712	FFG 1712 Frisch Financial Group Melville, New York	$362K	+$41.1K	+170	+12%
1713	MWP 1713 Meredith Wealth Planning Maryville, Illinois	$362K	+$30.2K	+125	+9%
1714	BMCM 1714 Bryn Mawr Capital Management Philadelphia, Pennsylvania	$361K	–	–	–
1715	OA 1715 Operose Advisors Milwaukee, Wisconsin	$361K	+$1.45K	+6	+0.4%
1716	DIA 1716 Davidson Investment Advisors Great Falls, Montana	$359K	-$26.6K	-110	-7%
1717	WPC 1717 Waters Parkerson & Co New Orleans, Louisiana	$358K	-$12.1K	-50	-3%
1718	AA 1718 Addison Advisors Middlebury, Vermont	$358K	-$23K	-95	-6%
1719	SSW 1719 Smith Shellnut Wilson Ridgeland, Mississippi	$358K	–	–	–
1720	RWM 1720 RKL Wealth Management Lancaster, Pennsylvania	$357K	-$15.5K	-64	-4%
1721	SFO 1721 Stokes Family Office New Orleans, Louisiana	$357K	-$15.5K	-64	-4%
1722	CC 1722 Corton Capital Carrying Place, Ontario, Canada	$356K	-$173K	-715	-31%
1723	QC 1723 QCM Cayman Houston, Texas	$356K	+$376K	+1,554	New
1724	QFA 1724 Quantum Financial Advisors El Segundo, California	$355K	–	–	–
1725	KA 1725 KLCM Advisors Milwaukee, Wisconsin	$354K	-$129K	-534	-26%

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B