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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2276	NAMNJ 2276 NorthStar Asset Management (New Jersey) Hackettstown, New Jersey	$369K	+$394K	+1,017	New
2277	HCM 2277 Hutchinson Capital Management San Rafael, California	$369K	–	–	–
2278	LWA 2278 Ledgewood Wealth Advisors Exeter, New Hampshire	$369K	–	–	–
2279	CA 2279 Crane Advisory Fullerton, California	$369K	–	–	–
2280	SW 2280 SkyOak Wealth Southfield, Michigan	$367K	–	–	–
2281	TWA 2281 Tandem Wealth Advisors Phoenix, Arizona	$367K	+$6.21K	+16	+2%
2282	GCM 2282 Gallacher Capital Management Lone Tree, Colorado	$366K	+$22.5K	+58	+6%
2283	NAM 2283 NTV Asset Management Charleston, West Virginia	$365K	–	–	–
2284	MCM 2284 Manchester Capital Management Manchester, Vermont	$365K	-$892K	-2,300	-70%
2285	AIFAIM 2285 American Institute for Advanced Investment Management Scottsdale, Arizona	$365K	–	–	–
2286	CFA 2286 CWS Financial Advisors Kalamazoo, Michigan	$364K	–	–	–
2287	RMC 2287 Ring Mountain Capital Tiburon, California	$364K	+$389K	+1,003	New
2288	DCM 2288 Delta Capital Management Red Bank, New Jersey	$363K	–	–	–
2289	MIM 2289 Merrion Investment Management Cranford, New Jersey	$363K	–	–	–
2290	MWA 2290 Miller Wealth Advisors Ridgeway, Colorado	$363K	–	–	–
2291	CWM 2291 Challenger Wealth Management Aliso Viejo, California	$363K	+$388K	+1,000	New
2292	PAM 2292 Prodigy Asset Management Omaha, Nebraska	$363K	+$388K	+1,000	New
2293	SXL 2293 Summit X LLC Chesterfield, Missouri	$361K	-$56.2K	-145	-13%
2294	BW 2294 Basepoint Wealth Cedar Rapids, Iowa	$361K	+$78.3K	+202	+25%
2295	VPWA 2295 Vestia Personal Wealth Advisors Fort Wayne, Indiana	$361K	+$6.98K	+18	+2%
2296	MFP 2296 Meridian Financial Partners Warrenton, Virginia	$361K	–	–	–
2297	4WM 2297 49 Wealth Management Austin, Texas	$360K	+$2.33K	+6	+0.6%
2298	AAS 2298 Annex Advisory Services Brookfield, Wisconsin	$360K	+$7.37K	+19	+2%
2299	PA 2299 Planning Alternatives Birmingham, Michigan	$359K	+$776	+2	+0.2%
2300	FDCP 2300 Foster Dykema Cabot & Partners Waltham, Massachusetts	$358K	–	–	–

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B