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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2226	LPAM 2226 Lodestar Private Asset Management Alamo, California	$245K	+$9.08K	+35	+4%
2227	BWA 2227 Beam Wealth Advisors Covington, Louisiana	$245K	-$1.56K	-6	-0.7%
2228	WWC 2228 Waypoint Wealth Counsel Atlanta, Georgia	$245K	-$40.5K	-156	-16%
2229	SFPG 2229 Stonebridge Financial Planning Group Orlando, Florida	$244K	-$10.4K	-40	-5%
2230	AC 2230 AlphaCore Capital La Jolla, California	$244K	–	–	–
2231	R 2231 Rebalance Palo Alto, California	$244K	+$214K	+825	New
2232	BA 2232 Bridge Advisory Pasadena, California	$244K	–	–	–
2233	CWR 2233 Chico Wealth RIA Chico, California	$243K	+$213K	+823	New
2234	AWCI 2234 Alpine Woods Capital Investors Purchase, New York	$243K	–	–	–
2235	MG 2235 Marex Group London,	$242K	+$213K	+820	New
2236	MA 2236 MJP Associates Farmington, Connecticut	$242K	+$212K	+819	New
2237	CAM 2237 Concorde Asset Management Ann Arbor, Michigan	$242K	+$259	+1	+0.1%
2238	BDA 2238 Borer Denton & Associates Blue Bell, Pennsylvania	$240K	–	–	–
2239	AWM 2239 Aprio Wealth Management Atlanta, Georgia	$240K	+$259	+1	+0.1%
2240	CPL 2240 CAP Partners LLC Franklin, Tennessee	$240K	+$210K	+810	New
2241	OCPWS 2241 One Charles Private Wealth Services Hingham, Massachusetts	$239K	+$5.19K	+20	+3%
2242	CCT 2242 Capital City Trust Tallahassee, Florida	$239K	–	–	–
2243	CCM 2243 Carlson Capital Management Northfield, Minnesota	$238K	-$3.11K	-12	-1%
2244	WFC 2244 Western Financial Corp San Diego, California	$238K	+$208K	+803	New
2245	DOA 2245 D'Orazio & Associates Falls Church, Virginia	$237K	+$1.56K	+6	+0.8%
2246	WMC 2246 Westwood Management Corporation Chicago, Illinois	$237K	-$778K	-3,000	-79%
2247	KOC 2247 Koss-Olinger Consulting Gainesville, Florida	$237K	+$6.49K	+25	+3%
2248	CFGA 2248 Cambridge Financial Group (Arizona) Tucson, Arizona	$237K	+$208K	+801	New
2249	BEAM 2249 Baker Ellis Asset Management Vancouver, Washington	$237K	-$25.9K	-100	-11%
2250	APW 2250 Axim Planning & Wealth Springboro, Ohio	$237K	–	–	–

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B