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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2001
HBC Financial Services
Washington
$29K -$31.6K -150 -48%
LF
2002
Lee Financial
Texas
$29K +$8.85K +42 +35%
MWC
2003
MBM Wealth Consultants
Missouri
$28K -$5.27K -25 -14%
MWM
2004
Mascoma Wealth Management
New Hampshire
$28K – – –
SC
2005
Steph & Co
Wisconsin
$27K -$87K -413 -73%
AIM
2006
Arcadia Investment Management
Michigan
$27K – – –
SIA
2007
SkyView Investment Advisors
New Jersey
$27K – – –
CWM
2008
Curi Wealth Management
North Carolina
$27K +$23.8K +113 +290%
PO
2009
Private Ocean
California
$25K – – –
CMA
2010
Cedar Mountain Advisors
Oregon
$24K – – –
MSFP
2011
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
ACA
2012
Atlas Capital Advisors
Wyoming
$23.1K – – –
CC
2013
Corsicana & Co
Texas
$23K -$28.7K -136 -51%
BA
2014
Bivin & Associates
Oklahoma
$23K – – –
RAM
2015
Riggs Asset Management
Pennsylvania
$22K -$10.5K -50 -29%
BRWM
2016
B. Riley Wealth Management
Tennessee
$21.2K +$377K +1,788 +48%
ACM
2017
Antonetti Capital Management
Florida
$21K – – –
IHWM
2018
Iron Horse Wealth Management
Iowa
$21K – – –
FBT
2019
First Bank & Trust
South Dakota
$20K +$16.9K +80 +267%
M1FG
2020
Mach-1 Financial Group
Arkansas
$20K +$24.7K +117 New
TIM
2021
Tortoise Investment Management
New York
$19K – – –
SMG
2022
Spectrum Management Group
Indiana
$18K -$8.22K -39 -28%
CAL
2023
Capital Advisors Ltd
Ohio
$18K -$3.16K -15 -13%
ACK
2024
Andrew C. Karlinski
$18K – – –
FPB
2025
First PREMIER Bank
South Dakota
$18K – – –
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