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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1976
West Paces Advisors
Georgia
$484K – – –
FTA
1977
Financial & Tax Architects
Missouri
$483K -$5.86M -16,458 -92%
HC
1978
Hara Capital
Washington
$483K – – –
CAU
1979
Caxton Associates (UK)
$483K +$522K +1,465 New
HWAM
1980
Hennion & Walsh Asset Management
New Jersey
$482K +$28.9K +81 +6%
MCP
1981
Mirador Capital Partners
California
$481K +$251K +705 +93%
SPC
1982
Spirepoint Private Client
Florida
$480K -$47.7K -134 -8%
VCM
1983
Versant Capital Management
Arizona
$480K +$107K +299 +26%
VHAM
1984
Van Hulzen Asset Management
California
$478K -$65.9K -185 -11%
IA
1985
Insight Advisors
Pennsylvania
$477K +$12.8K +36 +3%
NFG
1986
Nadler Financial Group
Illinois
$477K – – –
WDA
1987
Wendell David Associates
New Hampshire
$476K – – –
CW
1988
Channel Wealth
California
$475K -$9.62K -27 -2%
SWM
1989
Seed Wealth Management
Illinois
$475K – – –
KA
1990
Kozak & Associates
Colorado
$475K +$2.49K +7 +0.4%
KFS
1991
Kaizen Financial Strategies
California
$474K -$33.8K -95 -6%
BEW
1992
Burton Enright Welch
California
$473K +$35.6K +100 +7%
CWM
1993
CarsonAllaria Wealth Management
Illinois
$473K +$356 +1 +0.1%
BWP
1994
Balboa Wealth Partners
Arizona
$473K +$67K +188 +15%
MCI
1995
MRP Capital Investments
Georgia
$470K – – –
AIM
1996
Avity Investment Management
Connecticut
$470K +$107K +300 +27%
BMCM
1997
Bryn Mawr Capital Management
Pennsylvania
$470K -$182K -511 -26%
WMWM
1998
Whitaker-Myers Wealth Managers
Ohio
$468K +$505K +1,418 New
MHR
1999
Matthew Hamilton Rosenberg
$466K +$19.2K +54 +4%
BF
2000
Blankinship & Foster
California
$465K – – –
78 79
80
81 82