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Caterpillar

CAT

Market cap $373B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2001	WF 2001 WoodTrust Financial Wisconsin Rapids, Wisconsin	$229K	-$4.83K	-20	-2%
2002	BWM 2002 Baron Wealth Management Troy, Michigan	$229K	–	–	–
2003	BAM 2003 Bosun Asset Management Chicago, Illinois	$229K	–	–	–
2004	CAM 2004 Cubic Asset Management Boston, Massachusetts	$229K	–	–	–
2005	ERWM 2005 Elk River Wealth Management Denver, Colorado	$229K	–	–	–
2006	NB 2006 Northwest Bancshares Warren, Pennsylvania	$229K	–	–	–
2007	QFA 2007 Quattro Financial Advisors The Woodlands, Texas	$229K	–	–	–
2008	SAM 2008 S.A. Mason Holland, Michigan	$229K	–	–	–
2009	SG 2009 Somerset Group Wayzata, Minnesota	$229K	–	–	–
2010	SPC 2010 Stewart & Patten Company Lafayette, California	$228K	+$30.2K	+125	+14%
2011	CF 2011 Copperwynd Financial Scottsdale, Arizona	$228K	+$241K	+998	New
2012	NRI 2012 NFP Retirement Inc Aliso Viejo, California	$228K	-$23.4K	-97	-9%
2013	PFC 2013 Phocas Financial Corp Alameda, California	$228K	+$84.6K	+350	+54%
2014	MWA 2014 Meridian Wealth Advisors Austin, Texas	$227K	–	–	–
2015	RPGK 2015 Retirement Planning Group (Kansas) Leawood, Kansas	$227K	–	–	–
2016	FBT 2016 First Bankers Trust Louisville, Kentucky	$227K	–	–	–
2017	HBT 2017 Hills Bank & Trust North Liberty, Iowa	$227K	+$2.42K	+10	+1%
2018	AWM 2018 Act Wealth Management Plano, Texas	$226K	-$4.59K	-19	-2%
2019	AO 2019 Advisor OS Chicago, Illinois	$226K	+$238K	+986	New
2020	CTI 2020 Community Trust & Investment Versailles, Kentucky	$224K	–	–	–
2021	CWG 2021 Cornerstone Wealth Group Huntersville, North Carolina	$224K	+$28.3K	+117	+14%
2022	FP 2022 Financial Perspectives Minneapolis, Minnesota	$224K	–	–	–
2023	ECM 2023 Exchange Capital Management Ann Arbor, Michigan	$224K	+$6.29K	+26	+3%
2024	RW 2024 Rede Wealth Charlottesville, Virginia	$223K	+$242	+1	+0.1%
2025	AF 2025 Apexium Financial Dallas, Texas	$223K	+$7.49K	+31	+3%

Caterpillar CAT Market cap $373B

Caterpillar

CAT

Market cap $373B