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Caterpillar

CAT

Market cap $373B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2101	PWP 2101 Private Wealth Partners Mill Valley, California	$246K	–	–	–
2102	SRC 2102 Shufro Rose & Co New York	$246K	–	–	–
2103	WCM 2103 WealthBridge Capital Management Westerville, Ohio	$246K	-$6.51K	-24	-3%
2104	VFP 2104 Verus Financial Partners Richmond, Virginia	$245K	+$32.6K	+120	+15%
2105	GHA 2105 GW Henssler & Associates Kennesaw, Georgia	$243K	+$242K	+891	New
2106	MAWA 2106 Moss Adams Wealth Advisors Seattle, Washington	$243K	+$242K	+891	New
2107	WIM 2107 WealthPlan Investment Management Omaha, Nebraska	$243K	+$81.4K	+300	+51%
2108	AIA 2108 Angeles Investment Advisors Santa Monica, California	$242K	-$6.78K	-25	-3%
2109	KCM 2109 Kornitzer Capital Management Shawnee Mission, Kansas	$242K	–	–	–
2110	FPB 2110 First PREMIER Bank Sioux Falls, South Dakota	$241K	-$44.5K	-164	-16%
2111	LTI 2111 Laffer Tengler Investments Nashville, Tennessee	$241K	–	–	–
2112	AWM 2112 Accel Wealth Management Waverly, Iowa	$240K	-$1.63K	-6	-0.7%
2113	OWM 2113 OneAscent Wealth Management Birmingham, Alabama	$240K	+$238K	+879	New
2114	BWM 2114 Baystate Wealth Management Boston, Massachusetts	$240K	+$39.3K	+145	+20%
2115	PMG 2115 ProVise Management Group Clearwater, Florida	$239K	-$19K	-70	-7%
2116	AWM 2116 Adams Wealth Management Logan, Utah	$239K	–	–	–
2117	OPWM 2117 Oxinas Partners Wealth Management Jeffersonville, Indiana	$239K	+$271	+1	+0.1%
2118	OCM 2118 Orion Capital Management Coronado, California	$239K	–	–	–
2119	ST 2119 Sabal Trust St. Petersburg, Florida	$238K	–	–	–
2120	PSCM 2120 Per Stirling Capital Management Austin, Texas	$238K	–	–	–
2121	PIAS 2121 PCA Investment Advisory Services Cincinnati, Ohio	$238K	–	–	–
2122	AIFAIM 2122 American Institute for Advanced Investment Management Scottsdale, Arizona	$238K	–	–	–
2123	FAFN 2123 First Affirmative Financial Network Colorado Springs, Colorado	$238K	-$31.2K	-115	-12%
2124	FDCC 2124 Foster Dykema Cabot & Co Waltham, Massachusetts	$237K	–	–	–
2125	CWM 2125 Centric Wealth Management Chicago, Illinois	$237K	–	–	–

Caterpillar CAT Market cap $373B

Caterpillar

CAT

Market cap $373B