Caterpillar

CAT

Valor de mercado US$ 333 bi

#	Nome	Posição	Valor negociado	Ações Variação	Variação na participação
2001	2001 Main Street Financial Solutions Newtown, Pennsylvania	US$ 1,81 mi	+US$ 79,9 mil	+91	+6%
2002	OFP 2002 OFC Financial Planning Short Hills, New Jersey	US$ 1,81 mi	–	–	–
2003	GAMC 2003 Garner Asset Management Corp Plano, Texas	US$ 1,8 mi	-US$ 5,27 mil	-6	-0,4%
2004	SC 2004 Sawyer & Company Boston, Massachusetts	US$ 1,8 mi	+US$ 1,49 mi	+1.692	Nova
2005	2005 Cardiff Park Advisors Carlsbad, California	US$ 1,8 mi	-US$ 130 mil	-148	-8%
2006	ACP 2006 Arcus Capital Partners Atlanta, Georgia	US$ 1,8 mi	+US$ 704 mil	+801	+90%
2007	MHR 2007 Matthew Hamilton Rosenberg	US$ 1,79 mi	+US$ 78,2 mil	+89	+6%
2008	OWA 2008 Opal Wealth Advisors Jericho, New York	US$ 1,79 mi	-US$ 53,6 mil	-61	-4%
2009	2009 Nadler Financial Group Deerfield, Illinois	US$ 1,78 mi	–	–	–
2010	2010 Summit Global Investments Bountiful, Utah	US$ 1,78 mi	-US$ 303 mil	-345	-17%
2011	DG 2011 DMC Group Birmingham, Alabama	US$ 1,78 mi	-US$ 83,5 mil	-95	-5%
2012	RPWA 2012 Regent Peak Wealth Advisors Atlanta, Georgia	US$ 1,78 mi	+US$ 15,8 mil	+18	+1%
2013	CLP 2013 Charis Legacy Partners Bryan, Texas	US$ 1,78 mi	–	–	–
2014	2014 Sage Financial Group W. Conshohocken, Pennsylvania	US$ 1,78 mi	+US$ 1,11 mi	+1.267	+317%
2015	2015 Planning Center Inc Moline, Illinois	US$ 1,77 mi	+US$ 42,2 mil	+48	+3%
2016	2016 TRB Wealth Management Houston, Texas	US$ 1,77 mi	-US$ 277 mil	-315	-16%
2017	RF 2017 Rossby Financial Melbourne, Florida	US$ 1,77 mi	+US$ 170 mil	+193	+13%
2018	WAL 2018 W Advisors LLC Germantown, Tennessee	US$ 1,77 mi	-US$ 397 mil	-452	-21%
2019	MAWCM 2019 Mine & Arao Wealth Creation & Management Campbell, California	US$ 1,77 mi	+US$ 1,76 mil	+2	+0,1%
2020	2020 Grove Bank & Trust Miami, Florida	US$ 1,76 mi	-US$ 47,4 mil	-54	-3%
2021	2021 Citizens Business Bank Ontario, California	US$ 1,76 mi	+US$ 5,27 mil	+6	+0,4%
2022	RWP 2022 Ridgecrest Wealth Partners Mill Valley, California	US$ 1,76 mi	-US$ 6,15 mil	-7	-0,4%
2023	2023 Novem Group Rochester, New York	US$ 1,76 mi	-US$ 12,3 mil	-14	-0,8%
2024	KWM 2024 Kaydan Wealth Management Fenton, Michigan	US$ 1,76 mi	+US$ 6,15 mil	+7	+0,4%
2025	KWS 2025 Keystone Wealth Services Palm Desert, California	US$ 1,76 mi	+US$ 341 mil	+388	+31%

Caterpillar CAT Valor de mercado US$ 333 bi

Caterpillar

CAT

Valor de mercado US$ 333 bi