We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GS
1976
GWN Securities
Florida
$578K -$6.12M -18,374 -93%
EAM
1977
Empirical Asset Management
Massachusetts
$576K -$7.33K -22 -1%
PWM
1978
PBMares Wealth Management
Virginia
$575K -$21.7K -65 -4%
AL
1979
ACAS LLC
California
$574K +$4K +12 +0.9%
LCM
1980
Leisure Capital Management
California
$574K
LCM
1981
Lazari Capital Management
California
$573K +$1K +3 +0.2%
BAM
1982
Blueshift Asset Management
New Jersey
$573K -$439K -1,316 -47%
CH
1983
Cromwell Holdings
Wyoming
$573K
APW
1984
Acima Private Wealth
Virginia
$572K
KOC
1985
Koss-Olinger Consulting
Florida
$570K -$1.33K -4 -0.3%
SCI
1986
Silver Coast Investments
United States
$570K +$126K +379 +35%
WPA
1987
West Paces Advisors
Georgia
$570K
SPC
1988
Spirepoint Private Client
Florida
$570K +$3.67K +11 +0.8%
HBT
1989
Hills Bank & Trust
Iowa
$570K +$72.7K +218 +17%
HC
1990
Hara Capital
Washington
$569K
MAM
1991
Morse Asset Management
Connecticut
$568K -$3.33K -10 -0.7%
MCP
1992
Mirador Capital Partners
California
$567K
AGC
1993
Aspen Grove Capital
Colorado
$564K +$261K +784 +117%
PFG
1994
Pinnacle Financial Group
Illinois
$563K +$73K +219 +18%
IA
1995
Insight Advisors
Pennsylvania
$562K +$667 +2 +0.1%
NFG
1996
Nadler Financial Group
Illinois
$561K
WDA
1997
Wendell David Associates
New Hampshire
$560K
CW
1998
Channel Wealth
California
$559K
VCM
1999
Virtue Capital Management
Tennessee
$559K -$262K -786 -35%
SWM
2000
Seed Wealth Management
Illinois
$559K