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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2001
Concorde Asset Management
Michigan
$249K +$1.34K +6 +0.6%
EW
2002
Evoke Wealth
California
$249K -$30.3K -136 -12%
SL
2003
Salomon & Ludwin
Virginia
$249K -$892 -4 -0.4%
CWG
2004
Cornerstone Wealth Group
North Carolina
$248K +$6.02K +27 +3%
NAM
2005
NTV Asset Management
West Virginia
$247K – – –
MRCM
2006
M&R Capital Management
New Jersey
$247K – – –
LT
2007
Legacy Trust
Michigan
$246K -$11.8K -53 -5%
GCMG
2008
Gyroscope Capital Management Group
Florida
$246K -$66.9K -300 -23%
BWM
2009
Baron Wealth Management
Michigan
$246K – – –
CAM
2010
Cubic Asset Management
Massachusetts
$246K – – –
ERWM
2011
Elk River Wealth Management
Colorado
$246K – – –
SG
2012
Somerset Group
Minnesota
$246K – – –
MWA
2013
Miller Wealth Advisors
Colorado
$246K +$201K +900 +900%
WF
2014
WoodTrust Financial
Wisconsin
$246K – – –
TSWM
2015
Tyler-Stone Wealth Management
Ohio
$246K +$223K +1,001 New
MPW
2016
Monterey Private Wealth
California
$245K -$5.13K -23 -2%
MWA
2017
Meridian Wealth Advisors
Texas
$244K – – –
RPGK
2018
Retirement Planning Group (Kansas)
Kansas
$244K – – –
FBT
2019
First Bankers Trust
Kentucky
$244K – – –
TWA
2020
Tandem Wealth Advisors
Arizona
$244K +$16.3K +73 +8%
BBI
2021
Baxter Bros Inc
Connecticut
$244K -$22.3K -100 -9%
FAFN
2022
First Affirmative Financial Network
Colorado
$242K -$17.8K -80 -8%
CB
2023
Cadence Bank
Mississippi
$242K -$7.8K -35 -3%
OR
2024
Olympiad Research
Connecticut
$242K -$43.3K -194 -16%
PMFA
2025
Plante Moran Financial Advisors
Michigan
$241K +$12K +54 +6%
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