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Caterpillar

CAT

Market cap $374B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1826	EP 1826 Essential Planning Portsmouth, New Hampshire	$655K	+$655K	+1,690	New
1827	MA 1827 McBroom & Associates Las Vegas, Nevada	$655K	–	–	–
1828	TFG 1828 Taylor Financial Group Roanoke, Virginia	$655K	–	–	–
1829	NBWM 1829 North Berkeley Wealth Management Berkeley, California	$653K	+$698K	+1,800	New
1830	SFG 1830 Sovereign Financial Group Stamford, Connecticut	$652K	+$9.7K	+25	+1%
1831	CT 1831 Chicago Trust Grayslake, Illinois	$650K	-$150K	-388	-18%
1832	MHWM 1832 Montz Harcus Wealth Management New Orleans, Louisiana	$650K	-$13.2K	-34	-2%
1833	PP 1833 Pacifica Partners Surrey, Canada	$648K	-$1.94K	-5	-0.3%
1834	WWM 1834 Waterway Wealth Management The Woodlands, Texas	$648K	+$58.6K	+151	+9%
1835	BWM 1835 Benchmark Wealth Management Old Lyme, Connecticut	$648K	+$388	+1	+0.1%
1836	SMH 1836 Sanders Morris Harris Houston, Texas	$648K	–	–	–
1837	LA 1837 Lakeside Advisors Seattle, Washington	$647K	+$388	+1	+0.1%
1838	WKWM 1838 Walter & Keenan Wealth Management Souh Bend, Indiana	$647K	-$7.37K	-19	-1%
1839	OA 1839 Operose Advisors Milwaukee, Wisconsin	$646K	-$49.3K	-127	-7%
1840	LF 1840 LifeSteps Financial Claremont, California	$645K	–	–	–
1841	OWA 1841 Opal Wealth Advisors Jericho, New York	$643K	+$44.6K	+115	+7%
1842	OWM 1842 OneAscent Wealth Management Birmingham, Alabama	$642K	-$50.4K	-130	-7%
1843	FFG 1843 Fiduciary Financial Group San Rafael, California	$642K	-$11.2K	-29	-2%
1844	JWM 1844 Jacksonville Wealth Management Jacksonville, Florida	$642K	+$686K	+1,769	New
1845	GS 1845 GTS Securities Miami, Florida	$640K	-$10.9K	-28	-2%
1846	MWS 1846 MFA Wealth Services Thousand Oaks, California	$639K	+$683K	+1,761	New
1847	MP 1847 Moment Partners San Francisco, California	$638K	+$683K	+1,760	New
1848	COCM 1848 Charter Oak Capital Management Portsmouth, New Hampshire	$635K	+$1.16K	+3	+0.2%
1849	SIAP 1849 Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$634K	+$388	+1	+0.1%
1850	MME 1850 Meag Munich Ergo Munich, Germany	$634K	–	–	–

Caterpillar CAT Market cap $374B

Caterpillar

CAT

Market cap $374B