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Caterpillar

CAT

Market cap $350B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1926	PPA 1926 Pacific Point Advisors Rancho Santa Fe, California	$621K	–	–	–
1927	PWP 1927 Pursue Wealth Partners Clayton, California	$621K	–	–	–
1928	WMG 1928 WESCAP Management Group Glendale, California	$621K	–	–	–
1929	MCP 1929 Militia Capital Partners Las Vegas, Nevada	$621K	+$533K	+1,600	New
1930	CCM 1930 Canal Capital Management Richmond, Virginia	$621K	+$21.3K	+64	+4%
1931	BEAM 1931 Baker Ellis Asset Management Vancouver, Washington	$620K	–	–	–
1932	CPC 1932 Congress Park Capital Saratoga Springs, New York	$619K	+$125K	+375	+31%
1933	WA 1933 WealthTrust Axiom Wayne, Pennsylvania	$619K	-$6K	-18	-1%
1934	EA 1934 Everpar Advisors Tulsa, Oklahoma	$619K	+$68K	+204	+15%
1935	SFGP 1935 Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$618K	+$10.3K	+31	+2%
1936	MSF 1936 Mustard Seed Financial Magnolia, Arkansas	$618K	–	–	–
1937	QC 1937 Quent Capital New York	$618K	+$13.7K	+41	+3%
1938	MGAM 1938 McGowan Group Asset Management Dallas, Texas	$617K	+$667	+2	+0.1%
1939	SPL 1939 Smart Portfolios LLC Seattle, Washington	$616K	-$5K	-15	-0.9%
1940	KBFS 1940 Kohmann Bosshard Financial Services Fairlawn, Ohio	$614K	–	–	–
1941	COCM 1941 Charter Oak Capital Management Portsmouth, New Hampshire	$614K	-$63.3K	-190	-11%
1942	KWS 1942 Keystone Wealth Services Palm Desert, California	$614K	+$2K	+6	+0.4%
1943	AG 1943 AmeriFlex Group Las Vegas, Nevada	$613K	-$942K	-2,826	-64%
1944	CCC 1944 Compass Capital Corp Braintree, Massachusetts	$613K	+$144K	+432	+40%
1945	TCG 1945 Transcendent Capital Group Edmond, Oklahoma	$613K	+$526K	+1,578	New
1946	VAG 1946 VisionPoint Advisory Group Dallas, Texas	$612K	+$75K	+225	+17%
1947	MCWA 1947 Meadow Creek Wealth Advisors Atlanta, Georgia	$611K	-$11.7K	-35	-2%
1948	SIA 1948 SeaBridge Investment Advisors Summit, New Jersey	$608K	–	–	–
1949	VPP 1949 Vertex Planning Partners Downers Grove, Illinois	$607K	+$3.67K	+11	+0.7%
1950	RAM 1950 Readystate Asset Management Chicago, Illinois	$607K	+$521K	+1,564	New

Caterpillar CAT Market cap $350B

Caterpillar

CAT

Market cap $350B