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Caterpillar

CAT

Market cap $378B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	PFG 1976 Pinnacle Financial Group Western Springs, Illinois	$694K	+$1.28K	+3	+0.2%
1977	IA 1977 Insight Advisors Newtown, Pennsylvania	$693K	+$427	+1	+0.1%
1978	SPL 1978 Smart Portfolios LLC Seattle, Washington	$690K	-$60.2K	-141	-9%
1979	GI 1979 Gradient Investments Arden Hills, Minnesota	$690K	+$152K	+355	+33%
1980	FC 1980 FCA Corp Houston, Texas	$689K	+$26.9K	+63	+5%
1981	OCM 1981 Orser Capital Management Southlake, Texas	$689K	+$616K	+1,444	New
1982	WDA 1982 Wendell David Associates Portsmouth, New Hampshire	$689K	–	–	–
1983	SWMG 1983 Sanchez Wealth Management Group Jacksonville, Florida	$689K	+$2.56K	+6	+0.4%
1984	NLP 1984 Next Level Private Harrison, New York	$689K	+$29.9K	+70	+5%
1985	LWM 1985 Liberty Wealth Management Oakland, California	$688K	+$9.39K	+22	+2%
1986	CW 1986 Channel Wealth Santa Barbara, California	$688K	–	–	–
1987	KFS 1987 Kaizen Financial Strategies Campbell, California	$685K	+$4.7K	+11	+0.9%
1988	CWM 1988 CarsonAllaria Wealth Management Glen Carbon, Illinois	$685K	+$427	+1	+0.1%
1989	EAM 1989 Empirical Asset Management Wellesley, Massachusetts	$684K	+$506K	+1,185	+80%
1990	RIA 1990 Regal Investment Advisors Kentwood, Michigan	$683K	-$102K	-238	-14%
1991	WGC 1991 Watts Gwilliam & Co Gilbert, Arizona	$682K	–	–	–
1992	GXJ 1992 Global X Japan Chiyoda-Ku, Tokyo, Japan	$682K	-$242K	-566	-28%
1993	PA 1993 Planning Alternatives Birmingham, Michigan	$681K	+$22.6K	+53	+4%
1994	BF 1994 Blankinship & Foster Solana Beach, California	$680K	+$6.4K	+15	+1%
1995	SFB 1995 STAR Financial Bank Fort Wayne, Indiana	$679K	+$138K	+323	+29%
1996	WPA 1996 West Paces Advisors Atlanta, Georgia	$676K	-$21.3K	-50	-3%
1997	BWM 1997 BankPlus Wealth Management Jackson, Mississippi	$673K	+$6.83K	+16	+1%
1998	PVM 1998 Palogic Value Management Dallas, Texas	$672K	+$854	+2	+0.1%
1999	GPWM 1999 Grant Private Wealth Management Pleasanton, California	$670K	+$244K	+571	+68%
2000	APW 2000 Acima Private Wealth Richmond, Virginia	$668K	-$31.2K	-73	-5%

Caterpillar CAT Market cap $378B

Caterpillar

CAT

Market cap $378B