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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2001
Selective Wealth Management
Virginia
$286K -$41.2K -152 -12%
CA
2002
Calton & Associates
Florida
$286K +$284K +1,047 New
CWG
2003
Cornerstone Wealth Group
North Carolina
$284K +$9.49K +35 +3%
HC
2004
Hourglass Capital
Texas
$284K – – –
PWA
2005
Peterson Wealth Advisors
Utah
$284K -$14.4K -53 -5%
JC
2006
JB Capital
Connecticut
$284K +$543 +2 +0.2%
GAM
2007
Gemmer Asset Management
California
$284K +$54.3K +200 +24%
WAG
2008
Wallace Advisory Group
California
$283K -$6.78K -25 -2%
CB
2009
Cadence Bank
Mississippi
$282K +$13.8K +51 +5%
WI
2010
Wedgewood Investors
Pennsylvania
$282K – – –
UF
2011
Univest Financial
Pennsylvania
$281K -$57K -210 -17%
I
2012
InceptionR
California
$280K +$278K +1,025 New
JF
2013
JSF Financial
California
$279K -$25.2K -93 -8%
GFA
2014
Gallagher Fiduciary Advisors
Illinois
$279K -$32.8K -121 -11%
MSAM
2015
Moloney Securities Asset Management
Missouri
$278K -$89.3K -329 -24%
CVM
2016
Cheviot Value Management
California
$278K -$23.1K -85 -8%
PPP
2017
Private Portfolio Partners
New Jersey
$277K -$18.4K -68 -6%
MAM
2018
Meeder Asset Management
Ohio
$277K +$35.3K +130 +15%
PCTC
2019
Perkins Coie Trust Company
Washington
$277K +$275K +1,014 New
SIM
2020
SSI Investment Management
California
$276K -$4.07K -15 -1%
TCMP
2021
Thrive Capital Management (Pennsylvania)
Pennsylvania
$275K +$273K +1,008 New
MYIA
2022
Mount Yale Investment Advisors
Colorado
$275K -$4.34K -16 -2%
PWAG
2023
Polaris Wealth Advisory Group
California
$275K +$273K +1,006 New
ECM
2024
Elgethun Capital Management
South Dakota
$275K +$63.8K +235 +31%
FP
2025
Financial Perspectives
Minnesota
$274K +$6.78K +25 +3%
79 80
81
82 83