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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MCP
1976
Mirador Capital Partners
California
$695K -$1.71K -4 -0.3%
RFG
1977
Range Financial Group
Oregon
$694K +$17.9K +42 +3%
PFG
1978
Pinnacle Financial Group
Illinois
$694K +$1.28K +3 +0.2%
IA
1979
Insight Advisors
Pennsylvania
$693K +$427 +1 +0.1%
SPL
1980
Smart Portfolios LLC
Washington
$690K -$60.2K -141 -9%
GI
1981
Gradient Investments
Minnesota
$690K +$152K +355 +33%
FC
1982
FCA Corp
Texas
$689K +$26.9K +63 +5%
OCM
1983
Orser Capital Management
Texas
$689K +$616K +1,444 New
WDA
1984
Wendell David Associates
New Hampshire
$689K – – –
SWMG
1985
Sanchez Wealth Management Group
Florida
$689K +$2.56K +6 +0.4%
NLP
1986
Next Level Private
New York
$689K +$29.9K +70 +5%
LWM
1987
Liberty Wealth Management
California
$688K +$9.39K +22 +2%
CW
1988
Channel Wealth
California
$688K – – –
KFS
1989
Kaizen Financial Strategies
California
$685K +$4.7K +11 +0.9%
CWM
1990
CarsonAllaria Wealth Management
Illinois
$685K +$427 +1 +0.1%
EAM
1991
Empirical Asset Management
Massachusetts
$684K +$506K +1,185 +80%
RIA
1992
Regal Investment Advisors
Michigan
$683K -$102K -238 -14%
WGC
1993
Watts Gwilliam & Co
Arizona
$682K – – –
GXJ
1994
Global X Japan
Japan
$682K -$242K -566 -28%
PA
1995
Planning Alternatives
Michigan
$681K +$22.6K +53 +4%
BF
1996
Blankinship & Foster
California
$680K +$6.4K +15 +1%
SFB
1997
STAR Financial Bank
Indiana
$679K +$138K +323 +29%
WPA
1998
West Paces Advisors
Georgia
$676K -$21.3K -50 -3%
BWM
1999
BankPlus Wealth Management
Mississippi
$673K +$6.83K +16 +1%
PVM
2000
Palogic Value Management
Texas
$672K +$854 +2 +0.1%