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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	PR 1976 Payden & Rygel Los Angeles, California	$240K	–	–	–
1977	UOTTAIMCU 1977 University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$240K	+$218K	+1,000	New
1978	JF 1978 JSF Financial Los Angeles, California	$240K	+$218K	+1,000	New
1979	QFA 1979 Quattro Financial Advisors The Woodlands, Texas	$240K	-$218K	-1,000	-50%
1980	NB 1980 Northwest Bancshares Warren, Pennsylvania	$240K	-$65.3K	-300	-23%
1981	SAM 1981 S.A. Mason Holland, Michigan	$240K	–	–	–
1982	BWM 1982 Baron Wealth Management Troy, Michigan	$240K	+$218K	+1,000	New
1983	BAM 1983 Bosun Asset Management Chicago, Illinois	$240K	+$218K	+1,000	New
1984	CPC 1984 Congress Park Capital Saratoga Springs, New York	$240K	+$218K	+1,000	New
1985	CAM 1985 Cubic Asset Management Boston, Massachusetts	$240K	+$218K	+1,000	New
1986	ERWM 1986 Elk River Wealth Management Denver, Colorado	$240K	+$218K	+1,000	New
1987	PWMG 1987 Provence Wealth Management Group Irvine, California	$240K	+$218K	+1,000	New
1988	SG 1988 Somerset Group Wayzata, Minnesota	$240K	+$218K	+1,000	New
1989	CGPCS 1989 Capital Group Private Client Services Los Angeles, California	$238K	+$217K	+995	New
1990	SF 1990 Symphony Financial Houston, Texas	$238K	+$209K	+958	New
1991	MWA 1991 Meridian Wealth Advisors Austin, Texas	$238K	+$216K	+992	New
1992	RPGK 1992 Retirement Planning Group (Kansas) Leawood, Kansas	$238K	+$216K	+992	New
1993	SNBOSCI 1993 Security National Bank of Sioux City Iowa Sioux City, Iowa	$237K	+$215K	+989	New
1994	FBT 1994 First Bankers Trust Louisville, Kentucky	$237K	+$216K	+991	New
1995	CA 1995 Claro Advisors Boston, Massachusetts	$237K	+$215K	+989	New
1996	C 1996 CFO4Life Coppell, Texas	$237K	+$215K	+988	New
1997	CG 1997 CFO4Life Group Coppell, Texas	$237K	+$215K	+988	New
1998	PWA 1998 Peterson Wealth Advisors Orem, Utah	$236K	+$215K	+987	New
1999	IFS 1999 Ifrah Financial Services Little Rock, Arkansas	$236K	+$214K	+985	New
2000	GF 2000 Gries Financial Cleveland, Ohio	$236K	+$214K	+984	New

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B