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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1976
Summit Global Investments
Utah
$298K -$145K -535 -33%
NRI
1977
NFP Retirement Inc
California
$298K +$814 +3 +0.3%
MC
1978
Middleton & Co
Massachusetts
$298K – – –
PWW
1979
Pettyjohn Wood & White
Virginia
$297K +$5.97K +22 +2%
CWA
1980
Consilium Wealth Advisory
Texas
$294K – – –
LFGO
1981
Legacy Financial Group (Oklahoma)
Oklahoma
$294K – – –
SCM
1982
Silvant Capital Management
Georgia
$294K – – –
BFG
1983
Beacon Financial Group
Texas
$293K -$18.2K -67 -6%
VAS
1984
Vestmark Advisory Solutions
Massachusetts
$292K -$2.82M -10,399 -91%
JWM
1985
Jackson Wealth Management
Florida
$292K -$348K -1,281 -55%
CFGSD
1986
Compass Financial Group (South Dakota)
South Dakota
$292K +$543 +2 +0.2%
PMA
1987
Prudent Man Advisors
Illinois
$292K – – –
RBCM
1988
Raub Brock Capital Management
California
$292K – – –
CBFP
1989
Cedar Brook Financial Partners
Ohio
$292K +$2.17K +8 +0.8%
LAS
1990
Lloyd Advisory Services
Georgia
$291K +$289K +1,065 New
NG
1991
Norden Group
Utah
$291K +$289K +1,065 New
MAM
1992
Martingale Asset Management
Massachusetts
$290K +$22.5K +83 +8%
CFS
1993
Commonwealth Financial Services
West Virginia
$290K +$288K +1,063 New
HCM
1994
Hengehold Capital Management
Ohio
$290K -$13.6K -50 -4%
BCM
1995
BluePath Capital Management
Georgia
$289K +$288K +1,060 New
MJRIC
1996
Mogy Joel R Investment Counsel
California
$289K – – –
BCM
1997
Beddow Capital Management
Wyoming
$287K – – –
SL
1998
Salomon & Ludwin
Virginia
$287K +$10.9K +40 +4%
BCMLT
1999
Beacon Capital Management LLC (Tennessee)
Tennessee
$287K – – –
GIM
2000
Greylin Investment Management
Virginia
$287K – – –