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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2026	NAM 2026 NTV Asset Management Charleston, West Virginia	$274K	–	–	–
2027	CRI 2027 Colonial River Investments Midlothian, Virginia	$274K	-$99.6K	-367	-27%
2028	MRCM 2028 M&R Capital Management Summit, New Jersey	$274K	–	–	–
2029	LT 2029 Legacy Trust Grand Rapids, Michigan	$273K	–	–	–
2030	MWA 2030 Meridian Wealth Advisors Austin, Texas	$273K	+$2.44K	+9	+0.9%
2031	TWA 2031 Tandem Wealth Advisors Phoenix, Arizona	$273K	+$2.98K	+11	+1%
2032	LFASL 2032 Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$273K	-$67.8K	-250	-20%
2033	AA 2033 Alesco Advisors Pittsford, New York	$273K	-$13.6K	-50	-5%
2034	BWM 2034 Baron Wealth Management Troy, Michigan	$273K	–	–	–
2035	CAM 2035 Cubic Asset Management Boston, Massachusetts	$273K	–	–	–
2036	ERWM 2036 Elk River Wealth Management Denver, Colorado	$273K	–	–	–
2037	MWA 2037 Miller Wealth Advisors Ridgeway, Colorado	$273K	–	–	–
2038	SAM 2038 S.A. Mason Holland, Michigan	$273K	–	–	–
2039	SG 2039 Somerset Group Wayzata, Minnesota	$273K	–	–	–
2040	WF 2040 WoodTrust Financial Wisconsin Rapids, Wisconsin	$273K	–	–	–
2041	KIG 2041 Kessler Investment Group Columbus, Indiana	$272K	-$22.5K	-83	-8%
2042	HIM 2042 Hanlon Investment Management Egg Harbor Township, New Jersey	$272K	+$46.1K	+170	+21%
2043	MPW 2043 Monterey Private Wealth Monterey, California	$272K	–	–	–
2044	RA 2044 Rise Advisors Rochester, New York	$272K	+$44.5K	+164	+20%
2045	CBB 2045 Citizens Business Bank Ontario, California	$271K	-$16.3K	-60	-6%
2046	RPGK 2046 Retirement Planning Group (Kansas) Leawood, Kansas	$271K	–	–	–
2047	SFC 2047 SYM Financial Corp Winona Lake, Indiana	$271K	+$269K	+992	New
2048	FBT 2048 First Bankers Trust Louisville, Kentucky	$271K	–	–	–
2049	BBI 2049 Baxter Bros Inc Riverside, Connecticut	$270K	–	–	–
2050	WWC 2050 Waypoint Wealth Counsel Atlanta, Georgia	$269K	+$2.17K	+8	+0.8%

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B