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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BONST
2001
Bank of Nova Scotia Trust
Ontario, Canada
$229K -$266K -1,100 -52%
WF
2002
WoodTrust Financial
Wisconsin
$229K -$4.83K -20 -2%
BWM
2003
Baron Wealth Management
Michigan
$229K – – –
BAM
2004
Bosun Asset Management
Illinois
$229K – – –
CAM
2005
Cubic Asset Management
Massachusetts
$229K – – –
ERWM
2006
Elk River Wealth Management
Colorado
$229K – – –
NB
2007
Northwest Bancshares
Pennsylvania
$229K – – –
QFA
2008
Quattro Financial Advisors
Texas
$229K – – –
SAM
2009
S.A. Mason
Michigan
$229K – – –
SG
2010
Somerset Group
Minnesota
$229K – – –
SPC
2011
Stewart & Patten Company
California
$228K +$30.2K +125 +14%
CF
2012
Copperwynd Financial
Arizona
$228K +$241K +998 New
NRI
2013
NFP Retirement Inc
California
$228K -$23.4K -97 -9%
PFC
2014
Phocas Financial Corp
California
$228K +$84.6K +350 +54%
MWA
2015
Meridian Wealth Advisors
Texas
$227K – – –
RPGK
2016
Retirement Planning Group (Kansas)
Kansas
$227K – – –
FBT
2017
First Bankers Trust
Kentucky
$227K – – –
HBT
2018
Hills Bank & Trust
Iowa
$227K +$2.42K +10 +1%
AWM
2019
Act Wealth Management
Texas
$226K -$4.59K -19 -2%
AO
2020
Advisor OS
Illinois
$226K +$238K +986 New
CTI
2021
Community Trust & Investment
Kentucky
$224K – – –
CWG
2022
Cornerstone Wealth Group
North Carolina
$224K +$28.3K +117 +14%
FP
2023
Financial Perspectives
Minnesota
$224K – – –
ECM
2024
Exchange Capital Management
Michigan
$224K +$6.29K +26 +3%
RW
2025
Rede Wealth
Virginia
$223K +$242 +1 +0.1%
79 80
81
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