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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2151	AWM 2151 Accel Wealth Management Waverly, Iowa	$273K	+$10.9K	+42	+5%
2152	CA 2152 Crane Advisory Fullerton, California	$273K	–	–	–
2153	JSW 2153 Journey Strategic Wealth Summit, New Jersey	$273K	+$239K	+922	New
2154	TWP 2154 Tower Wealth Partners Lewisburg, Pennsylvania	$273K	+$239K	+922	New
2155	OCM 2155 Orion Capital Management Coronado, California	$272K	+$11.9K	+46	+5%
2156	WIM 2156 Warwick Investment Management Bryan, Texas	$272K	+$35.8K	+138	+18%
2157	AM 2157 AGF Management Toronto, Ontario, Canada	$271K	–	–	–
2158	EAM 2158 Empirical Asset Management Wellesley, Massachusetts	$271K	+$2.33K	+9	+1%
2159	RWM 2159 Rockline Wealth Management Plainview, New York	$271K	+$238K	+917	New
2160	ORC 2160 O'Rourke & Company Boston, Massachusetts	$271K	+$778	+3	+0.3%
2161	SRCM 2161 Signature Resources Capital Management Newport Beach, California	$271K	+$237K	+915	New
2162	HIA 2162 HTG Investment Advisors New Canaan, Connecticut	$270K	+$1.04K	+4	+0.4%
2163	ORAM 2163 One River Asset Management Stamford, Connecticut	$270K	-$249K	-961	-51%
2164	CIC 2164 Chase Investment Counsel Charlottesville, Virginia	$270K	+$237K	+914	New
2165	SIA 2165 SeaBridge Investment Advisors Summit, New Jersey	$269K	+$236K	+910	New
2166	MCP 2166 Mirador Capital Partners Pleasanton, California	$269K	-$167K	-642	-41%
2167	PI 2167 Pettee Investors Rowayton, Connecticut	$268K	–	–	–
2168	CJFS 2168 Coulter & Justus Financial Services Knoxville, Tennessee	$268K	–	–	–
2169	HAG 2169 HF Advisory Group Annapolis, Maryland	$267K	-$519	-2	-0.2%
2170	WCFA 2170 Walkner Condon Financial Advisors Madison, Wisconsin	$267K	+$36.1K	+139	+18%
2171	WDG 2171 Wealth Dimensions Group Cincinnati, Ohio	$267K	-$59.4K	-229	-20%
2172	BONST 2172 Bank of Nova Scotia Trust Toronto, Ontario, Canada	$266K	–	–	–
2173	CCM 2173 Cullen Capital Management New York	$266K	–	–	–
2174	PWP 2174 Private Wealth Partners Mill Valley, California	$266K	–	–	–
2175	ACM 2175 Andina Capital Management Lehi, Utah	$266K	+$233K	+900	New

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B