We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
2001
Bangor Savings Bank
Maine
$428K – – –
PGIM
2002
Pacific Global Investment Management
California
$427K -$10.5K -33 -3%
ACS
2003
Archford Capital Strategies
Illinois
$426K – – –
CAWM
2004
Capital Advisors Wealth Management
Washington
$426K -$6.71K -21 -2%
MIFH
2005
Migdal Insurance & Financial Holdings
Israel
$426K +$639 +2 +0.2%
CCFM
2006
Clear Creek Financial Management
Washington
$425K +$149K +466 +67%
1IA
2007
1834 Investment Advisors
Wisconsin
$425K – – –
EWS
2008
Eagle Wealth Strategies
New Jersey
$424K +$320 +1 +0.1%
SQA
2009
Simon Quick Advisors
New Jersey
$422K +$114K +356 +45%
WAM
2010
WNY Asset Management
New York
$421K +$6.39K +20 +2%
MVA
2011
Mount Vernon Associates
Maryland
$421K -$8.31K -26 -2%
LWM
2012
LJI Wealth Management
Indiana
$420K +$6.39K +20 +2%
JC
2013
JB Capital
Connecticut
$419K +$639 +2 +0.2%
FPWM
2014
FSB Premier Wealth Management
Iowa
$419K +$63.6K +199 +21%
SCI
2015
Silver Coast Investments
United States
$418K -$20.1K -63 -5%
WAM
2016
Winslow Asset Management
Ohio
$418K -$4.79K -15 -1%
MWM
2017
MinichMacGregor Wealth Management
New York
$417K +$33.2K +104 +10%
SGCA
2018
Steel Grove Capital Advisors
Tennessee
$416K -$23.7K -74 -6%
GCA
2019
Greenwood Capital Associates
South Carolina
$416K -$69.7K -218 -16%
GI
2020
Gradient Investments
Minnesota
$415K -$974K -3,047 -73%
IFAM
2021
Institutional & Family Asset Management
Colorado
$415K +$1.28K +4 +0.4%
GWM
2022
Gibbs Wealth Management
Georgia
$415K +$362K +1,133 New
FA
2023
Financial Advisors
Massachusetts
$414K – – –
AIA
2024
Angeles Investment Advisors
California
$414K +$61.4K +192 +20%
BF
2025
Brogan Financial
Tennessee
$413K +$1.6K +5 +0.4%
79 80
81
82 83