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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1976
Silver Coast Investments
United States
$356K +$312K +1,204 New
CWA
1977
CJM Wealth Advisers
Virginia
$356K +$1.82K +7 +0.6%
GWAG
1978
Garrett Wealth Advisory Group
Texas
$355K -$6.49K -25 -2%
WC
1979
Waterloo Capital
Texas
$355K +$312K +1,202 New
BWM
1980
Baystate Wealth Management
Massachusetts
$355K +$83.5K +322 +37%
FC
1981
FCA Corp
Texas
$355K – – –
PGIM
1982
Pacific Global Investment Management
California
$355K -$1.04K -4 -0.3%
FOA
1983
Five Oceans Advisors
California
$352K -$519 -2 -0.2%
WWM
1984
Waterway Wealth Management
Texas
$352K +$309K +1,190 New
TA
1985
TruWealth Advisors
Louisiana
$351K – – –
DCM
1986
Dudley Capital Management
Virginia
$351K +$1.82K +7 +0.6%
WCA
1987
Westover Capital Advisors
Delaware
$350K – – –
CAWM
1988
Capital Advisors Wealth Management
Washington
$350K +$5.71K +22 +2%
GKWIM
1989
Gerber Kawasaki Wealth & Investment Management
California
$350K -$115K -444 -27%
KAM
1990
KEB Asset Management
Illinois
$349K – – –
DTC
1991
Davidson Trust Company
Washington
$348K +$15.6K +60 +5%
MVA
1992
Mount Vernon Associates
Maryland
$348K – – –
SAM
1993
Secure Asset Management
Michigan
$348K +$778 +3 +0.3%
BCMLT
1994
Beacon Capital Management LLC (Tennessee)
Tennessee
$347K +$27K +104 +9%
RCG
1995
Regatta Capital Group
California
$347K – – –
ACM
1996
AUA Capital Management
Pennsylvania
$346K – – –
BSB
1997
Bangor Savings Bank
Maine
$346K -$19.2K -74 -6%
BCM
1998
BluePath Capital Management
Georgia
$345K +$30.4K +117 +11%
ICA
1999
Infrastructure Capital Advisors
New York
$345K -$15.6K -60 -5%
PIA
2000
Perennial Investment Advisors
California
$345K -$34.5K -133 -10%
78 79
80
81 82