Caterpillar

CAT

Market cap $343B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1926	MGAM 1926 McGowan Group Asset Management Dallas, Texas	$760K	+$427	+1	+0.1%
1927	MSF 1927 Mustard Seed Financial Magnolia, Arkansas	$760K	–	–	–
1928	ICP 1928 Interchange Capital Partners Pittsburgh, Pennsylvania	$759K	+$117K	+275	+21%
1929	IAS 1929 Investment Advisory Services The Woodlands, Texas	$758K	-$39.3K	-92	-5%
1930	VPP 1930 Vertex Planning Partners Downers Grove, Illinois	$757K	+$9.82K	+23	+1%
1931	VNA 1931 Valley National Advisers Bethlehem, Pennsylvania	$755K	-$2.29M	-5,358	-77%
1932	KLCM 1932 KG&L Capital Management Saint Francisville, Louisiana	$755K	-$169K	-397	-20%
1933	AF 1933 Apollon Financial Mount Pleasant, South Carolina	$754K	+$82K	+192	+14%
1934	FPGK 1934 Financial Partners Group (Kansas) Overland Park, Kansas	$752K	+$59.8K	+140	+10%
1935	BEW 1935 Burton Enright Welch Walnut Creek, California	$751K	+$12K	+28	+2%
1936	NFG 1936 Nadler Financial Group Deerfield, Illinois	$750K	+$53.4K	+125	+9%
1937	SIA 1937 SeaBridge Investment Advisors Summit, New Jersey	$747K	–	–	–
1938	LW 1938 Linscomb Wealth Houston, Texas	$746K	+$5.12K	+12	+0.8%
1939	RPWA 1939 Regent Peak Wealth Advisors Atlanta, Georgia	$743K	+$665K	+1,558	New
1940	AW 1940 Alteri Wealth Westlake Village, California	$740K	+$12.4K	+29	+2%
1941	QFA 1941 Quantum Financial Advisors El Segundo, California	$740K	–	–	–
1942	MWS 1942 MFA Wealth Services Thousand Oaks, California	$739K	+$10.7K	+25	+2%
1943	GS 1943 GWN Securities Palm Beach Gardens, Florida	$738K	+$21.8K	+51	+3%
1944	NRC 1944 New Republic Capital Charlotte, North Carolina	$737K	-$27.3K	-64	-4%
1945	ICA 1945 Infrastructure Capital Advisors New York	$737K	+$545K	+1,277	New
1946	SEIA 1946 Signature Estate & Investment Advisors Los Angeles, California	$737K	-$1.28K	-3	-0.2%
1947	TA 1947 Tectonic Advisors Frisco, Texas	$735K	+$2.13K	+5	+0.3%
1948	SA 1948 SAM Advisors Oakhurst, California	$735K	–	–	–
1949	FDCP 1949 Foster Dykema Cabot & Partners Waltham, Massachusetts	$735K	+$237K	+556	+57%
1950	S 1950 Sunpointe St. Louis, Missouri	$734K	-$1.39M	-3,248	-68%

Caterpillar CAT Market cap $343B

Caterpillar

CAT

Market cap $343B