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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LMIM
1976
Lockheed Martin Investment Management
Maryland
– -$1.82M -8,386 Closed
VC
1977
Veracity Capital
Georgia
– -$1.47M -6,731 Closed
FEM
1978
Fulcrum Equity Management
Texas
– -$1.42M -6,530 Closed
BC
1979
Bridgefront Capital
Texas
– -$1.39M -6,375 Closed
BC
1980
Brookfield Corp
Ontario, Canada
– -$1.34M -6,164 Closed
NWA
1981
New World Advisors
Massachusetts
– -$1.3M -5,956 Closed
WW
1982
Westshore Wealth
California
– -$1.25M -5,734 Closed
CC
1983
Claybrook Capital
Massachusetts
– -$1.15M -5,282 Closed
CWAF
1984
Core Wealth Advisors (Florida)
Florida
– -$1.09M -5,028 Closed
GCM
1985
Glaxis Capital Management
Florida
– -$1.09M -5,000 Closed
PM
1986
Precept Management
Texas
– -$1.09M -5,000 Closed
SSI
1987
Scott & Selber Inc
Texas
– -$1.04M -4,804 Closed
CCG
1988
Capital CS Group
California
– -$1.02M -4,705 Closed
CFA
1989
Camarda Financial Advisors
Florida
– -$1.02M -4,695 Closed
WBG
1990
Wharton Business Group
Pennsylvania
– -$996K -4,575 Closed
PFM
1991
Patton Fund Management
Texas
– -$988K -4,538 Closed
AC
1992
Arjuna Capital
North Carolina
– -$924K -4,246 Closed
CCM
1993
Campbell Capital Management
Florida
– -$888K -4,080 Closed
WC
1994
Weil Company
California
– -$815K -3,746 Closed
BCP
1995
Blackhawk Capital Partners
Wisconsin
– -$843K -3,636 Closed
GTCM
1996
Gyon Technologies Capital Management
New Jersey
– -$724K -3,327 Closed
WP
1997
WealthShield Partners
North Carolina
– -$621K -2,854 Closed
PAG
1998
Private Advisory Group
Washington
– -$609K -2,798 Closed
RIG
1999
Renaissance Investment Group
Massachusetts
– -$579K -2,661 Closed
GAM
2000
Grandview Asset Management
Pennsylvania
– -$524K -2,406 Closed
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80
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