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Caterpillar

CAT

Market cap $373B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	AWM 1976 Activest Wealth Management Aventure, Florida	$21K	+$19.3K	+93	New
1977	FCMT 1977 Founders Capital Management (Texas) Houston, Texas	$19K	–	–	–
1978	HS 1978 Horan Securities Cincinnati, United States	$19K	–	–	–
1979	EWA 1979 Evolution Wealth Advisors Aventura, Florida	$18K	–	–	–
1980	LWA 1980 Lowe Wealth Advisors Columbia, Maryland	$18K	+$4.55K	+22	+41%
1981	BC 1981 Belmont Capital Los Angeles, California	$16K	–	–	–
1982	PA 1982 Perennial Advisors New York	$14K	-$621	-3	-5%
1983	RWM 1983 Raffa Wealth Management Washington, District of Columbia	$13.7K	+$1.86K	+9	+18%
1984	PMFA 1984 Plante Moran Financial Advisors Southfield, Michigan	$13K	-$121K	-586	-91%
1985	KFS 1985 Kelly Financial Services Braintree, Massachusetts	$12.3K	–	–	–
1986	LWA 1986 Lenox Wealth Advisors New York	$12K	-$107K	-515	-91%
1987	GSAM 1987 Grant Street Asset Management Canonsburg, Pennsylvania	$12K	–	–	–
1988	MIM 1988 Meridiem Investment Management London, United Kingdom	$9K	+$8.28K	+40	New
1989	RWM 1989 RBA Wealth Management Newport Beach, California	$8.12K	+$7.25K	+35	New
1990	AFS 1990 Annapolis Financial Services Annapolis, Maryland	$8K	–	–	–
1991	IF 1991 Ironwood Financial Tucson, Arizona	$8K	–	–	–
1992	PFA 1992 Professional Financial Advisors North Platte, Nebraska	$8K	–	–	–
1993	AS 1993 Altshuler Shaham Tel Aviv, Israel	$7K	-$2.28K	-11	-26%
1994	CIA 1994 CSat Investment Advisory Detroit, Michigan	$7K	-$828	-4	-12%
1995	HFA 1995 Hoover Financial Advisors Malvern, Pennsylvania	$7K	–	–	–
1996	MIM 1996 Macroview Investment Management Bethesda, Maryland	$7K	–	–	–
1997	NC 1997 NewSquare Capital Newtown Square, Pennsylvania	$6K	–	–	–
1998	TFM 1998 TFC Financial Management Boston, Massachusetts	$6K	–	–	–
1999	MWA 1999 Moser Wealth Advisors Bellevue, Washington	$5K	–	–	–
2000	RWG 2000 Regal Wealth Group Seal Beach, California	$5K	–	–	–

Caterpillar CAT Market cap $373B

Caterpillar

CAT

Market cap $373B