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Caterpillar

CAT

Market cap $378B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1901	WCA 1901 Waypoint Capital Advisors Minneapolis, Minnesota	$563K	+$15.2K	+44	+3%
1902	DWM 1902 Diversify Wealth Management Sandy, Utah	$562K	-$24.5K	-71	-5%
1903	WMA 1903 Wealth Management Associates Cherry Hill, New Jersey	$562K	+$345	+1	+0.1%
1904	CWM 1904 CarsonAllaria Wealth Management Glen Carbon, Illinois	$560K	-$345	-1	-0.1%
1905	SAG 1905 SageView Advisory Group Newport Beach, California	$559K	-$1.38K	-4	-0.3%
1906	NEWAS 1906 N.E.W. Advisory Services De Pere, Wisconsin	$559K	-$4.49K	-13	-0.9%
1907	FFO 1907 Fortitude Family Office Scottsdale, Arizona	$557K	+$445K	+1,290	+970%
1908	RFG 1908 Range Financial Group Tigard, Oregon	$555K	-$218K	-631	-31%
1909	SW 1909 SMART Wealth Omaha, Nebraska	$555K	+$211K	+612	+76%
1910	WA 1910 Wealth Alliance Mellville, New York	$554K	-$3.45K	-10	-0.7%
1911	MCI 1911 MRP Capital Investments Alpharetta, Georgia	$553K	-$223K	-645	-31%
1912	RWB 1912 RMR Wealth Builders Montclair, New Jersey	$553K	-$226K	-653	-32%
1913	PCS 1913 Personal CFO Solutions Chester, New Jersey	$553K	+$20.4K	+59	+4%
1914	BF 1914 Blankinship & Foster Solana Beach, California	$552K	–	–	–
1915	FFC 1915 First Financial Corp Terre Haute, Indiana	$551K	-$17.3K	-50	-3%
1916	LCM 1916 Lazari Capital Management Woodland Hills, California	$551K	+$7.25K	+21	+2%
1917	AL 1917 ACAS LLC Rancho Santa Fe, California	$550K	–	–	–
1918	LSA 1918 Leonteq Securities AG Zurich, Switzerland	$550K	-$168K	-486	-26%
1919	IA 1919 Insight Advisors Newtown, Pennsylvania	$549K	-$1.73K	-5	-0.4%
1920	BCMLT 1920 Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$549K	+$17.6K	+51	+4%
1921	SIA 1921 Soltis Investment Advisors St. George, Utah	$548K	-$38.7K	-112	-7%
1922	AA 1922 Alta Advisers London, United Kingdom	$548K	–	–	–
1923	IIM 1923 Ironwood Investment Management Boston, Massachusetts	$548K	–	–	–
1924	SC 1924 Schulhoff & Co Cincinnati, Ohio	$548K	–	–	–
1925	FWM 1925 Fingerlakes Wealth Management Ithaca, New York	$547K	+$1.73K	+5	+0.4%

Caterpillar CAT Market cap $378B

Caterpillar

CAT

Market cap $378B