We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1976
Cedar Brook Financial Partners
Ohio
$261K +$7.8K +35 +3%
RCA
1977
Resonant Capital Advisors
Wisconsin
$260K +$235K +1,056 New
CWM
1978
Calamos Wealth Management
Illinois
$260K -$19.4K -87 -8%
CBB
1979
Citizens Business Bank
California
$259K +$235K +1,053 New
FPB
1980
First PREMIER Bank
South Dakota
$259K +$8.92K +40 +4%
CF
1981
Copperwynd Financial
Arizona
$259K +$12K +54 +5%
AA
1982
Alesco Advisors
New York
$258K -$41K -184 -15%
GIM
1983
Greylin Investment Management
Virginia
$258K – – –
GFG
1984
Goldstone Financial Group
Illinois
$258K +$22.5K +101 +11%
AF
1985
Alerus Financial
North Dakota
$258K – – –
BCM
1986
Beddow Capital Management
Wyoming
$258K -$8.92K -40 -4%
DWM
1987
Destination Wealth Management
California
$257K -$72.2K -324 -24%
HC
1988
Hourglass Capital
Texas
$256K – – –
DLG
1989
Daniel L. Goodwin
$256K – – –
GCM
1990
Gladius Capital Management
Illinois
$255K +$231K +1,038 New
JC
1991
JB Capital
Connecticut
$255K +$446 +2 +0.2%
MWPCG
1992
Measured Wealth Private Client Group
New Hampshire
$255K +$25.6K +115 +12%
WI
1993
Wedgewood Investors
Pennsylvania
$254K +$15.6K +70 +7%
FA
1994
FDx Advisors
Illinois
$254K +$10.5K +47 +5%
PCM
1995
Prelude Capital Management
New York
$254K -$5.57M -24,961 -96%
KIA
1996
KLR Investment Advisors
Rhode Island
$254K -$12.3K -55 -5%
SIM
1997
SSI Investment Management
California
$252K -$49.9K -224 -18%
MYIA
1998
Mount Yale Investment Advisors
Colorado
$252K -$145K -651 -39%
FVWA
1999
Foster Victor Wealth Advisors
South Carolina
$251K +$228K +1,024 New
AM
2000
AGF Management
Ontario, Canada
$250K -$1.5M -6,748 -87%
78 79
80
81 82