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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
2001
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$511K -2,347 Closed
HR
2002
Hayden Royal
North Carolina
– -$502K -2,309 Closed
WA
2003
Wealth Alliance
New York
– -$491K -2,254 Closed
GSEP
2004
Golden State Equity Partners
California
– -$461K -2,119 Closed
T
2005
TRUADVICE
Florida
– -$444K -2,114 Closed
DTL
2006
Dynamic Technology Lab
Singapore
– -$430K -1,974 Closed
SRC
2007
Shufro Rose & Co
New York
– -$429K -1,973 Closed
GF
2008
Gries Financial
Ohio
– -$387K -1,890 Closed
GWM
2009
GSB Wealth Management
Connecticut
– -$394K -1,810 Closed
WFI
2010
West Family Investments
California
– -$389K -1,787 Closed
JWM
2011
Jackson Wealth Management
Florida
– -$384K -1,764 Closed
WA
2012
Waddell & Associates
Tennessee
– -$372K -1,707 Closed
CRCM
2013
Corbett Road Capital Management
Virginia
– -$362K -1,663 Closed
FIM
2014
Freedom Investment Management
Connecticut
– -$347K -1,596 Closed
CRI
2015
Colonial River Investments
Virginia
– -$344K -1,580 Closed
PWM
2016
PRW Wealth Management
Massachusetts
– -$317K -1,456 Closed
SAG
2017
Spotlight Asset Group
Illinois
– -$293K -1,345 Closed
AT
2018
Arden Trust
Delaware
– -$281K -1,293 Closed
CBN
2019
Cadence Bank NA
Texas
– -$280K -1,284 Closed
CAM
2020
Claret Asset Management
Quebec, Canada
– -$277K -1,272 Closed
AFS
2021
Access Financial Services
Minnesota
– -$274K -1,260 Closed
BI
2022
Ballast Inc
Kentucky
– -$272K -1,250 Closed
MSA
2023
Marino Stram & Associates
Massachusetts
– -$267K -1,229 Closed
PFA
2024
Pinnacle Family Advisors
Missouri
– -$266K -1,224 Closed
KWM
2025
Keebeck Wealth Management
Illinois
– -$261K -1,201 Closed
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