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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	GFPC 1976 Global Financial Private Client Sarasota, Florida	$30.6K	–	–	–
1977	CH 1977 Canton Hathaway Providence, Rhode Island	$29K	+$3.93K	+17	+14%
1978	RA 1978 Resolute Advisors San Francisco, California	$28K	–	–	–
1979	EAM 1979 Exos Asset Management New York	$28K	+$30K	+130	New
1980	Q 1980 QVR San Francisco, California	$27K	-$66.1K	-286	-70%
1981	BEI 1981 Benjamin Edwards Inc Clayton, Missouri	$24K	-$547K	-2,367	-96%
1982	EWM 1982 Elmwood Wealth Management Berkeley, California	$24K	–	–	–
1983	AFS 1983 Annapolis Financial Services Annapolis, Maryland	$24K	+$17.3K	+75	+221%
1984	FCM 1984 Firestone Capital Management Coral Gables, Florida	$23K	–	–	–
1985	TIM 1985 Tortoise Investment Management White Plains, New York	$23K	–	–	–
1986	BAM 1986 Bellevue Asset Management Bellevue, Washington	$22K	-$19.2K	-83	-45%
1987	SMG 1987 Spectrum Management Group Indianapolis, Indiana	$22K	–	–	–
1988	TH 1988 TCTC Holdings Dallas, Texas	$22K	–	–	–
1989	TLCM 1989 Twin Lakes Capital Management Redwood Shores, California	$22K	–	–	–
1990	FPB 1990 First PREMIER Bank Sioux Falls, South Dakota	$22K	+$23.1K	+100	New
1991	CMA 1991 Cedar Mountain Advisors Lake Oswego, Oregon	$20K	-$231	-1	-1%
1992	EWA 1992 Evolution Wealth Advisors Aventura, Florida	$17K	–	–	–
1993	FCMT 1993 Founders Capital Management (Texas) Houston, Texas	$17K	–	–	–
1994	HS 1994 Horan Securities Cincinnati, United States	$17K	–	–	–
1995	LWA 1995 Lowe Wealth Advisors Columbia, Maryland	$17K	–	–	–
1996	CA 1996 Crewe Advisors Salt Lake City, Utah	$15K	-$8.54K	-37	-35%
1997	BC 1997 Belmont Capital Los Angeles, California	$15K	–	–	–
1998	AWM 1998 Activest Wealth Management Aventure, Florida	$14K	-$6.93K	-30	-32%
1999	TLFA 1999 True Link Financial Advisors San Francisco, California	$14K	+$15.7K	+68	New
2000	PA 2000 Perennial Advisors New York	$13K	–	–	–

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B