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Caterpillar

CAT

Market cap $378B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2276	HCM 2276 Hutchinson Capital Management San Rafael, California	$369K	–	–	–
2277	LWA 2277 Ledgewood Wealth Advisors Exeter, New Hampshire	$369K	–	–	–
2278	CA 2278 Crane Advisory Fullerton, California	$369K	–	–	–
2279	SW 2279 SkyOak Wealth Southfield, Michigan	$367K	–	–	–
2280	TWA 2280 Tandem Wealth Advisors Phoenix, Arizona	$367K	+$6.21K	+16	+2%
2281	GCM 2281 Gallacher Capital Management Lone Tree, Colorado	$366K	+$22.5K	+58	+6%
2282	NAM 2282 NTV Asset Management Charleston, West Virginia	$365K	–	–	–
2283	MCM 2283 Manchester Capital Management Manchester, Vermont	$365K	-$892K	-2,300	-70%
2284	AIFAIM 2284 American Institute for Advanced Investment Management Scottsdale, Arizona	$365K	–	–	–
2285	CFA 2285 CWS Financial Advisors Kalamazoo, Michigan	$364K	–	–	–
2286	RMC 2286 Ring Mountain Capital Tiburon, California	$364K	+$389K	+1,003	New
2287	DCM 2287 Delta Capital Management Red Bank, New Jersey	$363K	–	–	–
2288	MIM 2288 Merrion Investment Management Cranford, New Jersey	$363K	–	–	–
2289	MWA 2289 Miller Wealth Advisors Ridgeway, Colorado	$363K	–	–	–
2290	CWM 2290 Challenger Wealth Management Aliso Viejo, California	$363K	+$388K	+1,000	New
2291	PAM 2291 Prodigy Asset Management Omaha, Nebraska	$363K	+$388K	+1,000	New
2292	SXL 2292 Summit X LLC Chesterfield, Missouri	$361K	-$56.2K	-145	-13%
2293	BW 2293 Basepoint Wealth Cedar Rapids, Iowa	$361K	+$78.3K	+202	+25%
2294	VPWA 2294 Vestia Personal Wealth Advisors Fort Wayne, Indiana	$361K	+$6.98K	+18	+2%
2295	MFP 2295 Meridian Financial Partners Warrenton, Virginia	$361K	–	–	–
2296	4WM 2296 49 Wealth Management Austin, Texas	$360K	+$2.33K	+6	+0.6%
2297	AAS 2297 Annex Advisory Services Brookfield, Wisconsin	$360K	+$7.37K	+19	+2%
2298	PA 2298 Planning Alternatives Birmingham, Michigan	$359K	+$776	+2	+0.2%
2299	FDCP 2299 Foster Dykema Cabot & Partners Waltham, Massachusetts	$358K	–	–	–
2300	NA 2300 Nautilus Advisors La Jolla, California	$358K	+$383K	+988	New

Caterpillar CAT Market cap $378B

Caterpillar

CAT

Market cap $378B