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Caterpillar

CAT

Market cap $367B

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

Caterpillar CAT Market cap $367B

Caterpillar

CAT

Market cap $367B