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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1976
Resonant Capital Advisors
Wisconsin
$260K +$235K +1,056 New
CWM
1977
Calamos Wealth Management
Illinois
$260K -$19.4K -87 -8%
CBB
1978
Citizens Business Bank
California
$259K +$235K +1,053 New
FPB
1979
First PREMIER Bank
South Dakota
$259K +$8.92K +40 +4%
CF
1980
Copperwynd Financial
Arizona
$259K +$12K +54 +5%
AA
1981
Alesco Advisors
New York
$258K -$41K -184 -15%
GIM
1982
Greylin Investment Management
Virginia
$258K – – –
GFG
1983
Goldstone Financial Group
Illinois
$258K +$22.5K +101 +11%
AF
1984
Alerus Financial
North Dakota
$258K – – –
BCM
1985
Beddow Capital Management
Wyoming
$258K -$8.92K -40 -4%
DWM
1986
Destination Wealth Management
California
$257K -$72.2K -324 -24%
HC
1987
Hourglass Capital
Texas
$256K – – –
DLG
1988
Daniel L. Goodwin
$256K – – –
GCM
1989
Gladius Capital Management
Illinois
$255K +$231K +1,038 New
JC
1990
JB Capital
Connecticut
$255K +$446 +2 +0.2%
MWPCG
1991
Measured Wealth Private Client Group
New Hampshire
$255K +$25.6K +115 +12%
WI
1992
Wedgewood Investors
Pennsylvania
$254K +$15.6K +70 +7%
FA
1993
FDx Advisors
Illinois
$254K +$10.5K +47 +5%
PCM
1994
Prelude Capital Management
New York
$254K -$5.57M -24,961 -96%
KIA
1995
KLR Investment Advisors
Rhode Island
$254K -$12.3K -55 -5%
SIM
1996
SSI Investment Management
California
$252K -$49.9K -224 -18%
MYIA
1997
Mount Yale Investment Advisors
Colorado
$252K -$145K -651 -39%
FVWA
1998
Foster Victor Wealth Advisors
South Carolina
$251K +$228K +1,024 New
AM
1999
AGF Management
Ontario, Canada
$250K -$1.5M -6,748 -87%
AP
2000
Americana Partners
Texas
$250K – – –
78 79
80
81 82