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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
JEST
1976
JTC Employer Solutions Trustee
Jersey
$204K – – –
RGC
1977
Roberts, Glore & Co
Illinois
$204K +$192K +914 New
CHP
1978
Cable Hill Partners
Oregon
$203K +$191K +909 New
AWM
1979
Avior Wealth Management
Nebraska
$202K -$19.3K -92 -9%
CWG
1980
Crown Wealth Group
North Carolina
$202K +$190K +907 New
PI
1981
Pettee Investors
Connecticut
$202K +$190K +908 New
OPWM
1982
Oxinas Partners Wealth Management
Indiana
$201K -$158K -753 -45%
OGC
1983
Oak Grove Capital
New Hampshire
$201K -$105K -500 -36%
SRC
1984
Shufro Rose & Co
New York
$201K -$21K -100 -10%
CCM
1985
Cullen Capital Management
New York
$201K +$189K +900 New
EAM
1986
Empirical Asset Management
Massachusetts
$201K +$189K +903 New
PWM
1987
Prentice Wealth Management
New York
$201K +$190K +904 New
MF
1988
Manchester Financial
California
$200K +$188K +897 New
NFSG
1989
Newbridge Financial Services Group
Florida
$198K +$17.4K +83 +10%
AIP
1990
Ahrens Investment Partners
Louisiana
$194K – – –
ECM
1991
Elgethun Capital Management
South Dakota
$192K +$839 +4 +0.5%
IBOK
1992
Independence Bank of Kentucky
Kentucky
$186K – – –
FPS
1993
Fieldpoint Private Securities
Connecticut
$185K +$7.34K +35 +4%
PB
1994
Pinnacle Bancorp
Nebraska
$182K +$1.05K +5 +0.6%
EW
1995
Evoke Wealth
California
$180K +$2.1K +10 +1%
LFG
1996
Larson Financial Group
Missouri
$175K -$629 -3 -0.4%
DI
1997
Disciplined Investments
Oklahoma
$173K +$7.76K +37 +5%
HC
1998
Hoese & Co
Minnesota
$167K – – –
ST
1999
Sageworth Trust
Pennsylvania
$167K – – –
GWMIA
2000
Global Wealth Management Investment Advisory
Florida
$165K -$6.29K -30 -4%