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Caterpillar

CAT

Market cap $368B

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

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B