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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LSWP
1976
Liberty Square Wealth Partners
Pennsylvania
$546K +$600K +1,546 New
MCM
1977
M1 Capital Management
Michigan
$546K +$584K +1,505 New
MG
1978
Marex Group
$546K -$354K -914 -38%
OCM
1979
Objective Capital Management
Ohio
$545K -$128K -331 -18%
RC
1980
RBO & Co
California
$544K – – –
FI
1981
Fractal Investments
Connecticut
$544K +$310K +800 +114%
CCM
1982
Chickasaw Capital Management
Tennessee
$544K – – –
BIA
1983
Bigelow Investment Advisors
Maine
$543K -$30.6K -79 -5%
CFAM
1984
Center For Asset Management
Florida
$543K +$388 +1 +0.1%
MCB
1985
Morton Community Bank
Illinois
$542K +$251K +647 +76%
AGAM
1986
Audent Global Asset Management
California
$539K +$576K +1,486 New
CAM
1987
Costello Asset Management
Pennsylvania
$537K -$605K -1,560 -51%
AIIMS
1988
Analyst IMS Investment Management Services
Israel
$537K +$105K +270 +22%
LCM
1989
Leisure Capital Management
California
$536K – – –
CH
1990
Cromwell Holdings
Wyoming
$535K – – –
ICM
1991
IMS Capital Management
Oregon
$535K – – –
RWB
1992
RMR Wealth Builders
New Jersey
$535K +$23.3K +60 +4%
QC
1993
Quent Capital
New York
$535K -$26.8K -69 -4%
FFO
1994
Fortitude Family Office
Arizona
$535K +$19.8K +51 +4%
APW
1995
Acima Private Wealth
Virginia
$534K – – –
GWAG
1996
Garrett Wealth Advisory Group
Texas
$533K +$114K +295 +25%
LC
1997
Landaas & Company
Wisconsin
$533K +$66.7K +172 +13%
RSVP
1998
Ramsay Stattman Vela & Price
Colorado
$533K -$58.6K -151 -9%
CW
1999
Channel Wealth
California
$533K +$10.5K +27 +2%
WPA
2000
West Paces Advisors
Georgia
$532K -$67.9K -175 -11%
78 79
80
81 82