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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Curi Wealth Management
North Carolina
$27K +$23.8K +113 +290%
PO
2002
Private Ocean
California
$25K – – –
CMA
2003
Cedar Mountain Advisors
Oregon
$24K – – –
MSFP
2004
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
MGIM
2005
M&G Investment Management
United Kingdom
$23.7K -$95.3K -452 -0.3%
ACA
2006
Atlas Capital Advisors
Wyoming
$23.1K – – –
CC
2007
Corsicana & Co
Texas
$23K -$28.7K -136 -51%
BA
2008
Bivin & Associates
Oklahoma
$23K – – –
RAM
2009
Riggs Asset Management
Pennsylvania
$22K -$10.5K -50 -29%
BRWM
2010
B. Riley Wealth Management
Tennessee
$21.2K +$377K +1,788 +48%
ACM
2011
Antonetti Capital Management
Florida
$21K – – –
IHWM
2012
Iron Horse Wealth Management
Iowa
$21K – – –
FBT
2013
First Bank & Trust
South Dakota
$20K +$16.9K +80 +267%
M1FG
2014
Mach-1 Financial Group
Arkansas
$20K +$24.7K +117 New
TIM
2015
Tortoise Investment Management
New York
$19K – – –
SMG
2016
Spectrum Management Group
Indiana
$18K -$8.22K -39 -28%
CAL
2017
Capital Advisors Ltd
Ohio
$18K -$3.16K -15 -13%
ACK
2018
Andrew C. Karlinski
$18K – – –
FPB
2019
First PREMIER Bank
South Dakota
$18K – – –
TH
2020
TCTC Holdings
Texas
$18K – – –
BAM
2021
Bellevue Asset Management
Washington
$18K +$211 +1 +1%
CMP
2022
Coston McIsaac & Partners
Maine
$17K +$19.6K +93 New
PMFA
2023
Plante Moran Financial Advisors
Michigan
$16K +$1.69K +8 +10%
MIFH
2024
Migdal Insurance & Financial Holdings
Israel
$15K +$1.48K +7 +9%
SC
2025
Schubert & Co
Texas
$15K +$11.4K +54 +169%
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81
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