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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
NRI
1976
NFP Retirement Inc
California
$298K +$814 +3 +0.3%
MC
1977
Middleton & Co
Massachusetts
$298K
PWW
1978
Pettyjohn Wood & White
Virginia
$297K +$5.97K +22 +2%
CWA
1979
Consilium Wealth Advisory
Texas
$294K
LFGO
1980
Legacy Financial Group (Oklahoma)
Oklahoma
$294K
SCM
1981
Silvant Capital Management
Georgia
$294K
BFG
1982
Beacon Financial Group
Texas
$293K -$18.2K -67 -6%
VAS
1983
Vestmark Advisory Solutions
Massachusetts
$292K -$2.82M -10,399 -91%
JWM
1984
Jackson Wealth Management
Florida
$292K -$348K -1,281 -55%
CFGSD
1985
Compass Financial Group (South Dakota)
South Dakota
$292K +$543 +2 +0.2%
PMA
1986
Prudent Man Advisors
Illinois
$292K
RBCM
1987
Raub Brock Capital Management
California
$292K
CBFP
1988
Cedar Brook Financial Partners
Ohio
$292K +$2.17K +8 +0.8%
LAS
1989
Lloyd Advisory Services
Georgia
$291K +$289K +1,065 New
NG
1990
Norden Group
Utah
$291K +$289K +1,065 New
MAM
1991
Martingale Asset Management
Massachusetts
$290K +$22.5K +83 +8%
CFS
1992
Commonwealth Financial Services
West Virginia
$290K +$288K +1,063 New
HCM
1993
Hengehold Capital Management
Ohio
$290K -$13.6K -50 -4%
BCM
1994
BluePath Capital Management
Georgia
$289K +$288K +1,060 New
MJRIC
1995
Mogy Joel R Investment Counsel
California
$289K
BCM
1996
Beddow Capital Management
Wyoming
$287K
SL
1997
Salomon & Ludwin
Virginia
$287K +$10.9K +40 +4%
BCMLT
1998
Beacon Capital Management LLC (Tennessee)
Tennessee
$287K
GIM
1999
Greylin Investment Management
Virginia
$287K
SWM
2000
Selective Wealth Management
Virginia
$286K -$41.2K -152 -12%