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Caterpillar

CAT

Market cap $373B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2026	CRI 2026 Colonial River Investments Midlothian, Virginia	$274K	-$99.6K	-367	-27%
2027	MRCM 2027 M&R Capital Management Summit, New Jersey	$274K	–	–	–
2028	LT 2028 Legacy Trust Grand Rapids, Michigan	$273K	–	–	–
2029	MWA 2029 Meridian Wealth Advisors Austin, Texas	$273K	+$2.44K	+9	+0.9%
2030	TWA 2030 Tandem Wealth Advisors Phoenix, Arizona	$273K	+$2.98K	+11	+1%
2031	LFASL 2031 Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$273K	-$67.8K	-250	-20%
2032	AA 2032 Alesco Advisors Pittsford, New York	$273K	-$13.6K	-50	-5%
2033	BWM 2033 Baron Wealth Management Troy, Michigan	$273K	–	–	–
2034	CAM 2034 Cubic Asset Management Boston, Massachusetts	$273K	–	–	–
2035	ERWM 2035 Elk River Wealth Management Denver, Colorado	$273K	–	–	–
2036	MWA 2036 Miller Wealth Advisors Ridgeway, Colorado	$273K	–	–	–
2037	SAM 2037 S.A. Mason Holland, Michigan	$273K	–	–	–
2038	SG 2038 Somerset Group Wayzata, Minnesota	$273K	–	–	–
2039	WF 2039 WoodTrust Financial Wisconsin Rapids, Wisconsin	$273K	–	–	–
2040	KIG 2040 Kessler Investment Group Columbus, Indiana	$272K	-$22.5K	-83	-8%
2041	HIM 2041 Hanlon Investment Management Egg Harbor Township, New Jersey	$272K	+$46.1K	+170	+21%
2042	MPW 2042 Monterey Private Wealth Monterey, California	$272K	–	–	–
2043	RA 2043 Rise Advisors Rochester, New York	$272K	+$44.5K	+164	+20%
2044	CBB 2044 Citizens Business Bank Ontario, California	$271K	-$16.3K	-60	-6%
2045	RPGK 2045 Retirement Planning Group (Kansas) Leawood, Kansas	$271K	–	–	–
2046	SFC 2046 SYM Financial Corp Winona Lake, Indiana	$271K	+$269K	+992	New
2047	FBT 2047 First Bankers Trust Louisville, Kentucky	$271K	–	–	–
2048	BBI 2048 Baxter Bros Inc Riverside, Connecticut	$270K	–	–	–
2049	WWC 2049 Waypoint Wealth Counsel Atlanta, Georgia	$269K	+$2.17K	+8	+0.8%
2050	TSWM 2050 Tyler-Stone Wealth Management Beachwood, Ohio	$267K	-$6.24K	-23	-2%

Caterpillar CAT Market cap $373B

Caterpillar

CAT

Market cap $373B