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Caterpillar

CAT

Market cap $345B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1951	SEM 1951 Strategic Equity Management Tucson, Arizona	$733K	+$4.27K	+10	+0.7%
1952	EA 1952 Everpar Advisors Tulsa, Oklahoma	$729K	-$28.2K	-66	-4%
1953	SWA 1953 SFMG Wealth Advisors Plano, Texas	$729K	+$11.5K	+27	+2%
1954	LSA 1954 Lion Street Advisors Austin, Texas	$726K	+$272K	+637	+22%
1955	PWS 1955 Precision Wealth Strategies Saint Louis, Missouri	$725K	-$824K	-1,930	-56%
1956	CPC 1956 Congress Park Capital Saratoga Springs, New York	$725K	-$32K	-75	-5%
1957	TTWM 1957 TCV Trust & Wealth Management Richmond, Virginia	$723K	-$218K	-510	-25%
1958	CCFM 1958 Clear Creek Financial Management Silverdale, Washington	$720K	+$117K	+274	+22%
1959	CCM 1959 Chickasaw Capital Management Memphis, Tennessee	$716K	–	–	–
1960	RC 1960 RBO & Co Saint Helena, California	$716K	–	–	–
1961	FWA 1961 FSM Wealth Advisors Cleveland, Ohio	$716K	+$141K	+331	+28%
1962	CFAM 1962 Center For Asset Management Palm Beach Gardens, Florida	$715K	+$854	+2	+0.1%
1963	UWP 1963 Uniting Wealth Partners Mission, Kansas	$715K	+$226K	+529	+55%
1964	CT 1964 Clearstead Trust Portland, Maine	$713K	–	–	–
1965	TA 1965 TFB Advisors Overland Park, Kansas	$713K	-$109K	-255	-16%
1966	AIM 1966 Athena Investment Management Orinda, California	$710K	-$83.2K	-195	-12%
1967	ACA 1967 Affinity Capital Advisors Berkeley, California	$710K	-$39.7K	-93	-6%
1968	OLA 1968 Oliver Luxxe Assets Gladstone, New Jersey	$709K	+$87.9K	+206	+16%
1969	PWM 1969 PBMares Wealth Management Williamsburg, Virginia	$707K	–	–	–
1970	PFW 1970 Petros Family Wealth Bloomington, Minnesota	$707K	-$26K	-61	-4%
1971	DWM 1971 Daner Wealth Management Alpharetta, Georgia	$706K	+$50.4K	+118	+10%
1972	KWS 1972 Keystone Wealth Services Palm Desert, California	$704K	-$44.8K	-105	-7%
1973	CH 1973 Cromwell Holdings Jackson, Wyoming	$704K	–	–	–
1974	LCM 1974 Leisure Capital Management Costa Mesa, California	$703K	-$1.71K	-4	-0.3%
1975	HC 1975 Hara Capital Bellevue, Washington	$699K	–	–	–

Caterpillar CAT Market cap $345B

Caterpillar

CAT

Market cap $345B