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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1976
Horrell Capital Management
Arkansas
$40K
APP
1977
Alpha Paradigm Partners
Illinois
$40K +$47K +223 New
BCA
1978
Bray Capital Advisors
Florida
$39K
CH
1979
Canton Hathaway
Rhode Island
$39K
MWA
1980
Moser Wealth Advisors
Washington
$39K
BWM
1981
Baystate Wealth Management
Massachusetts
$39K +$211 +1 +0.5%
LS
1982
Leelyn Smith
Illinois
$39K +$15.4K +73 +51%
WPA
1983
West Paces Advisors
Georgia
$39K
CYG
1984
Clean Yield Group
Vermont
$38K
IRC
1985
Investors Research Corp
Georgia
$37K +$44K +209 New
FEG
1986
Financial Enhancement Group
Indiana
$36K
KFP
1987
KB Financial Partners
New Jersey
$34K -$632 -3 -2%
AA
1988
AlphaMark Advisors
Kentucky
$33K
SC
1989
Sierra Capital
Florida
$33K
WWM
1990
Wolff Wiese Magana
California
$33K
CWM
1991
Castle Wealth Management
Florida
$33K +$39.4K +187 New
SAM
1992
Strategic Asset Management
Minnesota
$32K -$5.27K -25 -12%
DFC
1993
DB Fitzpatrick & Co
Idaho
$30K -$7.17K -34 -17%
HFS
1994
HBC Financial Services
Washington
$29K -$31.6K -150 -48%
LF
1995
Lee Financial
Texas
$29K +$8.85K +42 +35%
MWC
1996
MBM Wealth Consultants
Missouri
$28K -$5.27K -25 -14%
MWM
1997
Mascoma Wealth Management
New Hampshire
$28K
SC
1998
Steph & Co
Wisconsin
$27K -$87K -413 -73%
AIM
1999
Arcadia Investment Management
Michigan
$27K
SIA
2000
SkyView Investment Advisors
New Jersey
$27K