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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2126	FBT 2126 First Bankers Trust Louisville, Kentucky	$416K	–	–	–
2127	CB 2127 Cadence Bank Tupelo, Mississippi	$414K	-$1.04K	-3	-0.3%
2128	ORC 2128 O'Rourke & Company Boston, Massachusetts	$414K	+$47K	+136	+15%
2129	NAS 2129 NWF Advisory Services Los Angeles, California	$413K	+$365K	+1,057	New
2130	EFG 2130 Embree Financial Group Chicago, Illinois	$412K	+$364K	+1,054	New
2131	TPW 2131 Tiller Private Wealth Bethlehem, Pennsylvania	$412K	–	–	–
2132	PIA 2132 Perennial Investment Advisors Los Angeles, California	$411K	-$345	-1	-0.1%
2133	BCM 2133 Beddow Capital Management Jackson, Wyoming	$411K	–	–	–
2134	1IA 2134 1834 Investment Advisors Milwaukee, Wisconsin	$410K	–	–	–
2135	AWM 2135 Aprio Wealth Management Atlanta, Georgia	$410K	+$58.7K	+170	+19%
2136	FP 2136 Financial Perspectives Minneapolis, Minnesota	$410K	–	–	–
2137	BWM 2137 Brophy Wealth Management Bedford, New Hampshire	$409K	+$361K	+1,045	New
2138	CP 2138 Castleview Partners Dallas, Texas	$408K	+$13.1K	+38	+4%
2139	DDC 2139 DF Dent & Co Baltimore, Maryland	$408K	–	–	–
2140	OFA 2140 Onyx Financial Advisors Idaho Falls, Idaho	$408K	+$1.38K	+4	+0.4%
2141	LFGO 2141 Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$407K	+$2.07K	+6	+0.6%
2142	SIC 2142 Sterling Investment Counsel Buffalo, New York	$407K	+$104K	+301	+41%
2143	FWI 2143 Facet Wealth Inc Baltimore, Maryland	$406K	+$154K	+445	+71%
2144	SWIM 2144 Smallwood Wealth Investment Management Red Bank, New Jersey	$405K	+$8.98K	+26	+3%
2145	LIA 2145 LBMC Investment Advisors Brentwood, Tennessee	$405K	–	–	–
2146	CCP 2146 Carmel Capital Partners San Diego, California	$404K	+$21.8K	+63	+7%
2147	NRI 2147 NFP Retirement Inc Aliso Viejo, California	$401K	-$7.94K	-23	-2%
2148	AC 2148 AlphaCore Capital La Jolla, California	$401K	-$20K	-58	-5%
2149	SWM 2149 Sugarloaf Wealth Management Duluth, Georgia	$401K	–	–	–
2150	CTI 2150 Community Trust & Investment Versailles, Kentucky	$399K	+$352K	+1,020	New

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B