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Caterpillar

CAT

Market cap $373B

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

Caterpillar CAT Market cap $373B

Caterpillar

CAT

Market cap $373B