Caterpillar

CAT

Market cap $345B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1951	PWW 1951 Pettyjohn Wood & White Lynchburg, Virginia	$1M	+$330K	+593	+51%
1952	LF 1952 LifeSteps Financial Claremont, California	$1M	+$5.56K	+10	+0.6%
1953	WPW 1953 Warther Private Wealth Akron, Ohio	$998K	+$381K	+685	+65%
1954	SEIA 1954 Signature Estate & Investment Advisors Los Angeles, California	$997K	+$109K	+197	+13%
1955	WWMSC 1955 Wagner Wealth Management (South Carolina) Greenville, South Carolina	$996K	+$80.6K	+145	+9%
1956	LI 1956 Lafayette Investments Ashton, Maryland	$994K	–	–	–
1957	WA 1957 Wealth Alliance Mellville, New York	$994K	-$103K	-185	-10%
1958	VWM 1958 Vigil Wealth Management Ponte Vedra Beach, Florida	$993K	+$963K	+1,733	New
1959	TF 1959 Tompkins Financial Ithaca, New York	$990K	-$162K	-291	-14%
1960	VHAM 1960 Van Hulzen Asset Management El Dorado Hills, California	$988K	-$47.8K	-86	-5%
1961	SCP 1961 Sivia Capital Partners Mill Valley, California	$987K	+$403K	+725	+73%
1962	OL 1962 Optas LLC Austin, Texas	$986K	+$190K	+341	+25%
1963	CSA 1963 Cornerstone Select Advisors St. Louis, Missouri	$985K	–	–	–
1964	ODA 1964 One Degree Advisors San Diego, California	$985K	–	–	–
1965	CCM 1965 Canal Capital Management Richmond, Virginia	$984K	+$2.22K	+4	+0.2%
1966	CCM 1966 Check Capital Management Costa Mesa, California	$984K	–	–	–
1967	CPSAC 1967 Chas P. Smith & Associates (CPS) Lakeland, Florida	$984K	+$954K	+1,717	New
1968	WQ 1968 Wealth Quarterback Toms River, New Jersey	$982K	+$3.89K	+7	+0.4%
1969	CAM 1969 Close Asset Management London, United Kingdom	$981K	–	–	–
1970	BWA 1970 Basecamp Wealth Advisors Bellevue, Washington	$980K	+$950K	+1,710	New
1971	UAG 1971 United Advisor Group Cincinnati, Ohio	$979K	+$62.8K	+113	+7%
1972	NG 1972 Novem Group Rochester, New York	$979K	+$24.5K	+44	+3%
1973	LJHT 1973 Laurie J. Hall Trustee	$978K	-$25.6K	-46	-3%
1974	KBFS 1974 Kohmann Bosshard Financial Services Fairlawn, Ohio	$977K	–	–	–
1975	LT 1975 Legacy Trust Grand Rapids, Michigan	$977K	-$92.8K	-167	-9%

Caterpillar CAT Market cap $345B

Caterpillar

CAT

Market cap $345B