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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1976
Opal Wealth Advisors
New York
$1.23M -$12.5K -18 -1%
B
1977
Bayban
Minnesota
$1.23M +$50.6K +73 +4%
TTWM
1978
TCV Trust & Wealth Management
Virginia
$1.23M -$20.8K -30 -2%
FG
1979
Foster Group
Iowa
$1.23M +$51.3K +74 +4%
FFA
1980
Fragasso Financial Advisors
Pennsylvania
$1.23M +$412K +595 +54%
LI
1981
Lafayette Investments
Maryland
$1.23M – – –
GKWIM
1982
Gerber Kawasaki Wealth & Investment Management
California
$1.23M -$113K -163 -9%
AHL
1983
Abel Hall LLC
Louisiana
$1.23M +$172K +249 +17%
LF
1984
LifeSteps Financial
California
$1.23M -$9.7K -14 -0.8%
KAM
1985
Karani Asset Management
New York
$1.23M +$1.2M +1,732 New
RZH
1986
Relyea Zuckerberg Hanson
Connecticut
$1.23M +$29.1K +42 +2%
DCA
1987
DSG Capital Advisors
Minnesota
$1.23M +$1.2M +1,730 New
OCM
1988
Orser Capital Management
Texas
$1.22M +$166K +240 +16%
BWM
1989
Base Wealth Management
Florida
$1.22M -$184K -266 -13%
SAM
1990
Silphium Asset Management
United Kingdom
$1.22M +$1.19M +1,723 New
ODA
1991
One Degree Advisors
California
$1.22M +$693 +1 +0.1%
WQ
1992
Wealth Quarterback
New Jersey
$1.22M +$1.39K +2 +0.1%
CCM
1993
Check Capital Management
California
$1.22M – – –
ZWA
1994
Zinnia Wealth Advisory
Florida
$1.22M -$197K -285 -14%
BWA
1995
Basecamp Wealth Advisors
Washington
$1.21M – – –
VC
1996
Vicus Capital
Pennsylvania
$1.21M +$21.5K +31 +2%
GBT
1997
Grove Bank & Trust
Florida
$1.21M -$47.1K -68 -4%
LJHT
1998
Laurie J. Hall Trustee
$1.21M – – –
KBFS
1999
Kohmann Bosshard Financial Services
Ohio
$1.21M – – –
WFMPM
2000
Woodley Farra Manion Portfolio Management
Indiana
$1.21M -$81K -117 -6%
78 79
80
81 82