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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2001
TRB Wealth Management
Texas
$1.77M -$277K -315 -16%
RF
2002
Rossby Financial
Florida
$1.77M +$170K +193 +13%
WAL
2003
W Advisors LLC
Tennessee
$1.77M -$397K -452 -21%
MAWCM
2004
Mine & Arao Wealth Creation & Management
California
$1.77M +$1.76K +2 +0.1%
GBT
2005
Grove Bank & Trust
Florida
$1.76M -$47.4K -54 -3%
CBB
2006
Citizens Business Bank
California
$1.76M +$5.27K +6 +0.4%
RWP
2007
Ridgecrest Wealth Partners
California
$1.76M -$6.15K -7 -0.4%
NG
2008
Novem Group
New York
$1.76M -$12.3K -14 -0.8%
KWM
2009
Kaydan Wealth Management
Michigan
$1.76M +$6.15K +7 +0.4%
KWS
2010
Keystone Wealth Services
California
$1.76M +$341K +388 +31%
MCP
2011
Mirador Capital Partners
California
$1.76M +$66.8K +76 +5%
ARG
2012
Advisory Resource Group
Oklahoma
$1.75M +$5.27K +6 +0.4%
CHA
2013
Cooper/Haims Advisors
New York
$1.75M +$16.7K +19 +1%
EI
2014
Ellevest Inc
New York
$1.75M -$14.1K -16 -1%
WA
2015
WealthTrust Axiom
Pennsylvania
$1.75M -$3.51K -4 -0.2%
WHC
2016
Wulff, Hansen & Co
California
$1.75M -$91.4K -104 -6%
TVAMP
2017
Tennessee Valley Asset Management Partners
Tennessee
$1.75M +$459K +522 +47%
AFW
2018
Avantra Family Wealth
Pennsylvania
$1.74M +$279K +318 +24%
FPL
2019
Fortress Private Ledger
North Carolina
$1.74M +$67.6K +77 +5%
WG
2020
Warner Group
Connecticut
$1.74M +$770K +877 +116%
SFGP
2021
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.74M +$9.66K +11 +0.7%
MTI
2022
Merrithew & Thorsten Inc
California
$1.74M +$2.63K +3 +0.2%
BWA
2023
BlueSky Wealth Advisors
North Carolina
$1.73M -$29K -33 -2%
FPGK
2024
Financial Partners Group (Kansas)
Kansas
$1.73M +$2.63K +3 +0.2%
THCM
2025
Taylor Hoffman Capital Management
Virginia
$1.73M -$22K -25 -2%
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