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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	VAG 1976 VisionPoint Advisory Group Dallas, Texas	$1.85M	+$50.1K	+57	+3%
1977	OCM 1977 Orser Capital Management Southlake, Texas	$1.84M	–	–	–
1978	LF 1978 LifeSteps Financial Claremont, California	$1.84M	-$3.51K	-4	-0.2%
1979	PWW 1979 Pettyjohn Wood & White Lynchburg, Virginia	$1.84M	+$27.2K	+31	+2%
1980	BWM 1980 Base Wealth Management Lakewood Ranch, Florida	$1.84M	–	–	–
1981	ZWA 1981 Zinnia Wealth Advisory Ocala, Florida	$1.83M	+$5.27K	+6	+0.3%
1982	GPWM 1982 Grant Private Wealth Management Pleasanton, California	$1.83M	+$106K	+121	+8%
1983	WQ 1983 Wealth Quarterback Toms River, New Jersey	$1.83M	+$1.76K	+2	+0.1%
1984	VW 1984 Vantus Wealth Lancaster, Pennsylvania	$1.83M	+$1.51M	+1,719	New
1985	CCM 1985 Check Capital Management Costa Mesa, California	$1.83M	–	–	–
1986	BWA 1986 Basecamp Wealth Advisors Bellevue, Washington	$1.83M	+$6.15K	+7	+0.4%
1987	GS 1987 GWN Securities Palm Beach Gardens, Florida	$1.83M	-$58K	-66	-4%
1988	PUI 1988 Purpose Unlimited Inc Toronto,	$1.82M	+$109K	+124	+8%
1989	DM 1989 Diversified Management Milwaukee, Wisconsin	$1.82M	-$1.6M	-1,818	-52%
1990	LJHT 1990 Laurie J. Hall Trustee	$1.82M	–	–	–
1991	CA 1991 Crewe Advisors Salt Lake City, Utah	$1.82M	+$67.6K	+77	+5%
1992	KBFS 1992 Kohmann Bosshard Financial Services Fairlawn, Ohio	$1.82M	–	–	–
1993	AWM 1993 Accel Wealth Management Waverly, Iowa	$1.82M	+$73.8K	+84	+5%
1994	AIIMS 1994 Analyst IMS Investment Management Services Tel-Aviv, Israel	$1.82M	-$603K	-686	-29%
1995	S 1995 Sunpointe St. Louis, Missouri	$1.82M	-$184K	-209	-11%
1996	WFMPM 1996 Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$1.81M	–	–	–
1997	AA 1997 Acorns Advisers Irvine, California	$1.81M	+$102K	+116	+7%
1998	SEIA 1998 Signature Estate & Investment Advisors Los Angeles, California	$1.81M	-$151K	-172	-9%
1999	MSFS 1999 Main Street Financial Solutions Newtown, Pennsylvania	$1.81M	+$79.9K	+91	+6%
2000	OFP 2000 OFC Financial Planning Short Hills, New Jersey	$1.81M	–	–	–

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B