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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1976
Brogan Financial
Tennessee
$428K +$54.8K +158 +14%
SXL
1977
Summit X LLC
Missouri
$427K +$118K +341 +37%
APW
1978
Austin Private Wealth
Texas
$427K -$81.1K -234 -15%
LJHT
1979
Laurie J. Hall Trustee
$426K – – –
IAS
1980
Investment Advisory Services
Texas
$425K -$55.8K -161 -11%
MFG
1981
Monte Financial Group
Connecticut
$425K -$99.9K -288 -18%
SQA
1982
Simon Quick Advisors
New Jersey
$424K +$42.3K +122 +11%
DIA
1983
Davidson Investment Advisors
Montana
$423K -$104K -300 -19%
AFT
1984
Alpha Family Trust
California
$423K – – –
OPTFSNA
1985
Old Point Trust & Financial Services N A
Virginia
$423K – – –
NLP
1986
Next Level Private
New York
$423K +$17.3K +50 +4%
AI
1987
AdvisorShares Investments
Maryland
$421K +$444K +1,280 New
MFA
1988
Millington Financial Advisors
Illinois
$421K +$8.32K +24 +2%
RA
1989
Rockingstone Advisors
Massachusetts
$420K +$5.2K +15 +1%
CIM
1990
Contravisory Investment Management
Massachusetts
$420K +$5.89K +17 +1%
NSAM
1991
North Star Asset Management
Wisconsin
$420K – – –
IP
1992
Isthmus Partners
Wisconsin
$419K – – –
OSNBOA
1993
Old Second National Bank of Aurora
Illinois
$418K – – –
RCG
1994
Regatta Capital Group
California
$417K +$19.8K +57 +5%
BBNA
1995
Bremer Bank National Association
Minnesota
$417K +$15.6K +45 +4%
LFASL
1996
Lugano Financial Advisors SA (LFA)
Switzerland
$416K – – –
CAC
1997
Core Alternative Capital
Georgia
$415K – – –
MCM
1998
Maple Capital Management
Vermont
$414K +$121K +348 +39%
GSAM
1999
Grant Street Asset Management
Pennsylvania
$414K – – –
AFM
2000
Armstrong Fleming & Moore
District of Columbia
$414K -$131K -379 -23%
78 79
80
81 82