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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DM
1976
Diversified Management
Wisconsin
$1.82M -$1.6M -1,818 -52%
LJHT
1977
Laurie J. Hall Trustee
$1.82M – – –
CA
1978
Crewe Advisors
Utah
$1.82M +$67.6K +77 +5%
KBFS
1979
Kohmann Bosshard Financial Services
Ohio
$1.82M – – –
AWM
1980
Accel Wealth Management
Iowa
$1.82M +$73.8K +84 +5%
AIIMS
1981
Analyst IMS Investment Management Services
Israel
$1.82M -$603K -686 -29%
S
1982
Sunpointe
Missouri
$1.82M -$184K -209 -11%
WFMPM
1983
Woodley Farra Manion Portfolio Management
Indiana
$1.81M – – –
AA
1984
Acorns Advisers
California
$1.81M +$102K +116 +7%
SEIA
1985
Signature Estate & Investment Advisors
California
$1.81M -$151K -172 -9%
MSFS
1986
Main Street Financial Solutions
Pennsylvania
$1.81M +$79.9K +91 +6%
OFP
1987
OFC Financial Planning
New Jersey
$1.81M – – –
GAMC
1988
Garner Asset Management Corp
Texas
$1.8M -$5.27K -6 -0.4%
SC
1989
Sawyer & Company
Massachusetts
$1.8M +$1.49M +1,692 New
CPA
1990
Cardiff Park Advisors
California
$1.8M -$130K -148 -8%
ACP
1991
Arcus Capital Partners
Georgia
$1.8M +$704K +801 +90%
MHR
1992
Matthew Hamilton Rosenberg
$1.79M +$78.2K +89 +6%
OWA
1993
Opal Wealth Advisors
New York
$1.79M -$53.6K -61 -4%
NFG
1994
Nadler Financial Group
Illinois
$1.78M – – –
SGI
1995
Summit Global Investments
Utah
$1.78M -$303K -345 -17%
DG
1996
DMC Group
Alabama
$1.78M -$83.5K -95 -5%
RPWA
1997
Regent Peak Wealth Advisors
Georgia
$1.78M +$15.8K +18 +1%
CLP
1998
Charis Legacy Partners
Texas
$1.78M – – –
SFG
1999
Sage Financial Group
Pennsylvania
$1.78M +$1.11M +1,267 +317%
PCI
2000
Planning Center Inc
Illinois
$1.77M +$42.2K +48 +3%
78 79
80
81 82