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Caterpillar

CAT

Market cap $373B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	PCFFS 1976 Pacific Center for Financial Services San Ramon, California	$135K	+$604	+3	+0.5%
1977	NL 1977 NVWM LLC Yardley, Pennsylvania	$124K	–	–	–
1978	SC 1978 Steph & Co Marinette, Wisconsin	$124K	–	–	–
1979	WBC 1979 West Branch Capital Amherst, Massachusetts	$123K	–	–	–
1980	WOSD 1980 WFA of San Diego San Diego, California	$120K	+$117K	+581	New
1981	TI 1981 Truehand Inc Strafford, New Hampshire	$119K	–	–	–
1982	LWANC 1982 Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$118K	–	–	–
1983	CWC 1983 Carolinas Wealth Consulting Charlotte, North Carolina	$118K	+$10.9K	+54	+10%
1984	CWM 1984 CarsonAllaria Wealth Management Glen Carbon, Illinois	$118K	+$115K	+571	New
1985	RIA 1985 Richwood Investment Advisors Cincinnati, Ohio	$118K	+$115K	+571	New
1986	KCM 1986 KRS Capital Management Bloomfield, Michigan	$118K	+$116K	+575	New
1987	PSB 1987 Piscataqua Savings Bank Portsmouth, New Hampshire	$114K	-$4.03K	-20	-4%
1988	CAL 1988 Capital Analysts LLC Fort Washington, Pennsylvania	$113K	-$14.5K	-72	-12%
1989	EWA 1989 EverSource Wealth Advisors Birmingham, Alabama	$112K	+$110K	+544	New
1990	FMTCOCP 1990 Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$106K	+$5.03K	+25	+5%
1991	MS 1991 Mizuho Securities Tokyo, Japan	$105K	-$28.4K	-141	-22%
1992	DWMG 1992 DB Wealth Management Group San Diego, California	$105K	–	–	–
1993	TCWA 1993 Ten Capital Wealth Advisors Spokane, Washington	$105K	–	–	–
1994	BWP 1994 Baldwin Wealth Partners Marion, Massachusetts	$103K	–	–	–
1995	KC 1995 Kenfarb & Co Ashland, Kentucky	$103K	+$101K	+500	New
1996	BWM 1996 BerganKDV Wealth Management Bloomington, Minnesota	$101K	–	–	–
1997	DAC 1997 Dividend Assets Capital Ridgeland, South Carolina	$100K	+$5.03K	+25	+5%
1998	JMF 1998 Johnson Midwest Financial Glidden, Iowa	$98K	+$403	+2	+0.4%
1999	GFPC 1999 Global Financial Private Client Sarasota, Florida	$95.3K	+$64.4K	+320	+227%
2000	TC 2000 TAP Consulting Kirkwood, Missouri	$94K	+$91.2K	+453	New

Caterpillar CAT Market cap $373B

Caterpillar

CAT

Market cap $373B