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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAMC
2001
Garner Asset Management Corp
Texas
$1.8M -$5.27K -6 -0.4%
SC
2002
Sawyer & Company
Massachusetts
$1.8M +$1.49M +1,692 New
CPA
2003
Cardiff Park Advisors
California
$1.8M -$130K -148 -8%
ACP
2004
Arcus Capital Partners
Georgia
$1.8M +$704K +801 +90%
MHR
2005
Matthew Hamilton Rosenberg
$1.79M +$78.2K +89 +6%
OWA
2006
Opal Wealth Advisors
New York
$1.79M -$53.6K -61 -4%
NFG
2007
Nadler Financial Group
Illinois
$1.78M – – –
SGI
2008
Summit Global Investments
Utah
$1.78M -$303K -345 -17%
DG
2009
DMC Group
Alabama
$1.78M -$83.5K -95 -5%
RPWA
2010
Regent Peak Wealth Advisors
Georgia
$1.78M +$15.8K +18 +1%
CLP
2011
Charis Legacy Partners
Texas
$1.78M – – –
SFG
2012
Sage Financial Group
Pennsylvania
$1.78M +$1.11M +1,267 +317%
PCI
2013
Planning Center Inc
Illinois
$1.77M +$42.2K +48 +3%
TWM
2014
TRB Wealth Management
Texas
$1.77M -$277K -315 -16%
RF
2015
Rossby Financial
Florida
$1.77M +$170K +193 +13%
WAL
2016
W Advisors LLC
Tennessee
$1.77M -$397K -452 -21%
MAWCM
2017
Mine & Arao Wealth Creation & Management
California
$1.77M +$1.76K +2 +0.1%
GBT
2018
Grove Bank & Trust
Florida
$1.76M -$47.4K -54 -3%
CBB
2019
Citizens Business Bank
California
$1.76M +$5.27K +6 +0.4%
RWP
2020
Ridgecrest Wealth Partners
California
$1.76M -$6.15K -7 -0.4%
NG
2021
Novem Group
New York
$1.76M -$12.3K -14 -0.8%
KWM
2022
Kaydan Wealth Management
Michigan
$1.76M +$6.15K +7 +0.4%
KWS
2023
Keystone Wealth Services
California
$1.76M +$341K +388 +31%
MCP
2024
Mirador Capital Partners
California
$1.76M +$66.8K +76 +5%
ARG
2025
Advisory Resource Group
Oklahoma
$1.75M +$5.27K +6 +0.4%
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