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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2001
Perennial Investment Advisors
California
$345K -$34.5K -133 -10%
EWS
2002
Eagle Wealth Strategies
New Jersey
$345K +$302K +1,165 New
LWM
2003
Laidlaw Wealth Management
New York
$344K +$302K +1,164 New
ACS
2004
Archford Capital Strategies
Illinois
$344K -$120K -462 -28%
MWPCG
2005
Measured Wealth Private Client Group
New Hampshire
$344K +$10.9K +42 +4%
CF
2006
Copperwynd Financial
Arizona
$343K -$11.4K -44 -4%
MIFH
2007
Migdal Insurance & Financial Holdings
Israel
$343K – – –
1IA
2008
1834 Investment Advisors
Wisconsin
$343K -$120K -462 -29%
PMFA
2009
Plante Moran Financial Advisors
Michigan
$342K +$59.9K +231 +25%
FA
2010
FSA Advisors
Michigan
$342K +$300K +1,157 New
WAM
2011
Winslow Asset Management
Ohio
$341K – – –
BA
2012
Bristlecone Advisors
Washington
$341K -$21.5K -83 -7%
BWP
2013
BSW Wealth Partners
Colorado
$340K -$14.8K -57 -5%
CWG
2014
Cornerstone Wealth Group
North Carolina
$339K +$27.5K +106 +10%
JC
2015
JB Capital
Connecticut
$338K +$26.5K +102 +10%
OWM
2016
OneAscent Wealth Management
Alabama
$337K +$67.4K +260 +30%
WAM
2017
WNY Asset Management
New York
$334K -$14.5K -56 -5%
FA
2018
Financial Advisors
Massachusetts
$334K – – –
IFAM
2019
Institutional & Family Asset Management
Colorado
$334K +$1.56K +6 +0.5%
ACA
2020
Anchor Capital Advisors
Massachusetts
$333K +$57.6K +222 +25%
LWM
2021
LJI Wealth Management
Indiana
$333K -$10.4K -40 -3%
FI
2022
Finivi Inc
Massachusetts
$333K +$292K +1,125 New
KA
2023
Kure Advisory
Minnesota
$332K -$3.89K -15 -1%
BF
2024
Brogan Financial
Tennessee
$332K +$1.56K +6 +0.5%
AAS
2025
Annex Advisory Services
Wisconsin
$331K +$291K +1,120 New
79 80
81
82 83