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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	BAM 1976 Baldrige Asset Management Allentown, Pennsylvania	$45K	–	–	–
1977	CFFP 1977 Center for Financial Planning Southfied, Michigan	$45K	–	–	–
1978	PCA 1978 Providence Capital Advisors Charlotte, North Carolina	$44K	–	–	–
1979	TC 1979 Tacita Capital Toronto, Ontario, Canada	$44K	–	–	–
1980	HFS 1980 Heritage Financial Services Westwood, Massachusetts	$44K	+$52.7K	+250	New
1981	CAC 1981 Core Alternative Capital Peachtree Corners, Georgia	$43K	+$9.06K	+43	+22%
1982	POIA 1982 Pin Oak Investment Advisors Houston, Texas	$41K	–	–	–
1983	HCM 1983 Horrell Capital Management Little Rock, Arkansas	$40K	–	–	–
1984	APP 1984 Alpha Paradigm Partners Chicago, Illinois	$40K	+$47K	+223	New
1985	BCA 1985 Bray Capital Advisors Naples, Florida	$39K	–	–	–
1986	CH 1986 Canton Hathaway Providence, Rhode Island	$39K	–	–	–
1987	MWA 1987 Moser Wealth Advisors Bellevue, Washington	$39K	–	–	–
1988	BWM 1988 Baystate Wealth Management Boston, Massachusetts	$39K	+$211	+1	+0.5%
1989	LS 1989 Leelyn Smith Geneva, Illinois	$39K	+$15.4K	+73	+51%
1990	WPA 1990 West Paces Advisors Atlanta, Georgia	$39K	–	–	–
1991	CYG 1991 Clean Yield Group Norwich, Vermont	$38K	–	–	–
1992	IRC 1992 Investors Research Corp Atlanta, Georgia	$37K	+$44K	+209	New
1993	FEG 1993 Financial Enhancement Group Anderson, Indiana	$36K	–	–	–
1994	KFP 1994 KB Financial Partners Princeton, New Jersey	$34K	-$632	-3	-2%
1995	AA 1995 AlphaMark Advisors Ft. Wright, Kentucky	$33K	–	–	–
1996	SC 1996 Sierra Capital Miami, Florida	$33K	–	–	–
1997	WWM 1997 Wolff Wiese Magana Carslbad, California	$33K	–	–	–
1998	CWM 1998 Castle Wealth Management West Palm Beach, Florida	$33K	+$39.4K	+187	New
1999	SAM 1999 Strategic Asset Management Rochester, Minnesota	$32K	-$5.27K	-25	-12%
2000	DFC 2000 DB Fitzpatrick & Co Boise, Idaho	$30K	-$7.17K	-34	-17%

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B