We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
UOTTAIMCU
1976
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$240K +$218K +1,000 New
JF
1977
JSF Financial
California
$240K +$218K +1,000 New
QFA
1978
Quattro Financial Advisors
Texas
$240K -$218K -1,000 -50%
NB
1979
Northwest Bancshares
Pennsylvania
$240K -$65.3K -300 -23%
SAM
1980
S.A. Mason
Michigan
$240K
BWM
1981
Baron Wealth Management
Michigan
$240K +$218K +1,000 New
BAM
1982
Bosun Asset Management
Illinois
$240K +$218K +1,000 New
CPC
1983
Congress Park Capital
New York
$240K +$218K +1,000 New
CAM
1984
Cubic Asset Management
Massachusetts
$240K +$218K +1,000 New
ERWM
1985
Elk River Wealth Management
Colorado
$240K +$218K +1,000 New
PWMG
1986
Provence Wealth Management Group
California
$240K +$218K +1,000 New
SG
1987
Somerset Group
Minnesota
$240K +$218K +1,000 New
CGPCS
1988
Capital Group Private Client Services
California
$238K +$217K +995 New
SF
1989
Symphony Financial
Texas
$238K +$209K +958 New
MWA
1990
Meridian Wealth Advisors
Texas
$238K +$216K +992 New
RPGK
1991
Retirement Planning Group (Kansas)
Kansas
$238K +$216K +992 New
SNBOSCI
1992
Security National Bank of Sioux City Iowa
Iowa
$237K +$215K +989 New
FBT
1993
First Bankers Trust
Kentucky
$237K +$216K +991 New
CA
1994
Claro Advisors
Massachusetts
$237K +$215K +989 New
C
1995
CFO4Life
Texas
$237K +$215K +988 New
CG
1996
CFO4Life Group
Texas
$237K +$215K +988 New
PWA
1997
Peterson Wealth Advisors
Utah
$236K +$215K +987 New
IFS
1998
Ifrah Financial Services
Arkansas
$236K +$214K +985 New
GF
1999
Gries Financial
Ohio
$236K +$214K +984 New
FA
2000
FDx Advisors
Illinois
$236K +$214K +985 New