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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1801	BFA 1801 Beaumont Financial Advisors Needham, Massachusetts	$256K	–	–	–
1802	PWM 1802 Paulson Wealth Management Wheaton, Illinois	$256K	+$9.06K	+45	+4%
1803	SAS 1803 Stelac Advisory Services New York	$255K	+$248K	+1,234	New
1804	OWM 1804 OneAscent Wealth Management Birmingham, Alabama	$255K	+$249K	+1,235	New
1805	DA 1805 DCM Advisors New York	$254K	-$359K	-1,783	-59%
1806	FA 1806 FDx Advisors Chicago, Illinois	$254K	-$11.9K	-59	-5%
1807	AC 1807 ASB Consultores Aventura, Florida	$254K	+$248K	+1,230	New
1808	EWA 1808 Exencial Wealth Advisors Oklahoma City, Oklahoma	$253K	+$13.9K	+69	+6%
1809	RCG 1809 Resource Consulting Group Orlando, Florida	$253K	+$246K	+1,223	New
1810	CCC 1810 Chelsea Counsel Company Los Angeles, California	$252K	–	–	–
1811	RWM 1811 RKL Wealth Management Lancaster, Pennsylvania	$252K	–	–	–
1812	CWM 1812 Chemistry Wealth Management New York	$252K	+$246K	+1,220	New
1813	NLP 1813 Next Level Private Harrison, New York	$252K	+$246K	+1,220	New
1814	WF 1814 WoodTrust Financial Wisconsin Rapids, Wisconsin	$251K	–	–	–
1815	MA 1815 Maxele Advisors Webster Groves, Missouri	$250K	+$244K	+1,210	New
1816	BA 1816 Bridgewater Advisors New York	$249K	-$3.22K	-16	-1%
1817	GP 1817 Greenline Partners New York	$249K	–	–	–
1818	WPA 1818 Winning Points Advisors Boca Raton, Florida	$249K	+$368K	+1,830	New
1819	CC 1819 Constitution Capital Shelton, Connecticut	$248K	–	–	–
1820	PWMG 1820 Pinnacle Wealth Management Group Plymouth, Michigan	$248K	–	–	–
1821	YMRC 1821 Yorktown Management & Research Company Forest, Virginia	$248K	–	–	–
1822	EFM 1822 E Fund Management Guangzhou, China	$247K	+$403	+2	+0.2%
1823	SWM 1823 Stockman Wealth Management Billings, Montana	$247K	+$403	+2	+0.2%
1824	FNT 1824 First Nebraska Trust Lincoln, Nebraska	$246K	–	–	–
1825	CWA 1825 CJM Wealth Advisers Falls Church, Virginia	$246K	+$240K	+1,191	New

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B