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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1976
Chickasaw Capital Management
Tennessee
$582K – – –
CFCI
1977
Comprehensive Financial Consultants Institutional
Indiana
$581K +$4.33K +13 +0.9%
CT
1978
Clearstead Trust
Maine
$580K -$70.7K -212 -12%
GS
1979
GWN Securities
Florida
$578K -$6.12M -18,374 -93%
EAM
1980
Empirical Asset Management
Massachusetts
$576K -$7.33K -22 -1%
PWM
1981
PBMares Wealth Management
Virginia
$575K -$21.7K -65 -4%
AL
1982
ACAS LLC
California
$574K +$4K +12 +0.9%
LCM
1983
Leisure Capital Management
California
$574K – – –
LCM
1984
Lazari Capital Management
California
$573K +$1K +3 +0.2%
BAM
1985
Blueshift Asset Management
New Jersey
$573K -$439K -1,316 -47%
CH
1986
Cromwell Holdings
Wyoming
$573K – – –
APW
1987
Acima Private Wealth
Virginia
$572K – – –
KOC
1988
Koss-Olinger Consulting
Florida
$570K -$1.33K -4 -0.3%
SCI
1989
Silver Coast Investments
United States
$570K +$126K +379 +35%
WPA
1990
West Paces Advisors
Georgia
$570K – – –
SPC
1991
Spirepoint Private Client
Florida
$570K +$3.67K +11 +0.8%
HBT
1992
Hills Bank & Trust
Iowa
$570K +$72.7K +218 +17%
HC
1993
Hara Capital
Washington
$569K – – –
MAM
1994
Morse Asset Management
Connecticut
$568K -$3.33K -10 -0.7%
MCP
1995
Mirador Capital Partners
California
$567K – – –
AGC
1996
Aspen Grove Capital
Colorado
$564K +$261K +784 +117%
PFG
1997
Pinnacle Financial Group
Illinois
$563K +$73K +219 +18%
IA
1998
Insight Advisors
Pennsylvania
$562K +$667 +2 +0.1%
NFG
1999
Nadler Financial Group
Illinois
$561K – – –
WDA
2000
Wendell David Associates
New Hampshire
$560K – – –