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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1926	CPSAC 1926 Chas P. Smith & Associates (CPS) Lakeland, Florida	$1.94M	-$17.6K	-20	-1%
1927	OL 1927 Optas LLC Austin, Texas	$1.94M	+$28.1K	+32	+2%
1928	WG 1928 Wellington Group Indianapolis, Indiana	$1.94M	+$204K	+232	+15%
1929	LWM 1929 Lakeridge Wealth Management Mentor, Ohio	$1.94M	+$18.4K	+21	+1%
1930	BFA 1930 Beaumont Financial Advisors Needham, Massachusetts	$1.94M	-$54.5K	-62	-3%
1931	DA 1931 Doliver Advisors Houston, Texas	$1.94M	-$143K	-163	-8%
1932	CUAMC 1932 China Universal Asset Management Company Shanghai, China	$1.94M	+$426K	+485	+36%
1933	HGWM 1933 Horst & Graben Wealth Management Portland, Oregon	$1.93M	+$878	+1	+0.1%
1934	YP 1934 YANKCOM Partnership Yankton, South Dakota	$1.93M	-$290K	-330	-15%
1935	6F 1935 626 Financial Portage, Michigan	$1.92M	–	–	–
1936	MP 1936 Moment Partners San Francisco, California	$1.92M	–	–	–
1937	SP 1937 SmartHarvest Portfolios Poulsbo, Washington	$1.92M	+$49.2K	+56	+3%
1938	LA 1938 Lakeside Advisors Seattle, Washington	$1.92M	+$878	+1	+0.1%
1939	CIC 1939 Chilton Investment Company Stamford, Connecticut	$1.92M	+$516K	+587	+48%
1940	VCM 1940 Violich Capital Management San Francisco, California	$1.92M	–	–	–
1941	FWA 1941 FSM Wealth Advisors Cleveland, Ohio	$1.92M	+$168K	+191	+12%
1942	PA 1942 Planning Alternatives Birmingham, Michigan	$1.91M	+$21.1K	+24	+1%
1943	VC 1943 Veracity Capital Atlanta, Georgia	$1.91M	+$6.15K	+7	+0.4%
1944	PAMS 1944 Pinpoint Asset Management (Singapore) Singapore,	$1.91M	+$763K	+869	+94%
1945	WWM 1945 Whalen Wealth Management Las Vegas, Nevada	$1.91M	-$588K	-669	-27%
1946	EM 1946 Excalibur Management Waltham, Massachusetts	$1.9M	-$51K	-58	-3%
1947	TFO 1947 Tarbox Family Office Newport Beach, California	$1.9M	–	–	–
1948	MMM 1948 Mendel Money Management Northbrook, Illinois	$1.89M	-$1.22M	-1,394	-44%
1949	SMH 1949 Sanders Morris Harris Houston, Texas	$1.89M	–	–	–
1950	DIP 1950 Davis Investment Partners Charlotte, North Carolina	$1.89M	+$1.76K	+2	+0.1%

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B