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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2001
Channel Wealth
California
$533K +$10.5K +27 +2%
WPA
2002
West Paces Advisors
Georgia
$532K -$67.9K -175 -11%
FFG
2003
Frisch Financial Group
New York
$532K -$26.4K -68 -4%
SPL
2004
Smart Portfolios LLC
Washington
$532K -$5.82K -15 -1%
ACM
2005
Andina Capital Management
Utah
$532K -$8.92K -23 -2%
HC
2006
Hara Capital
Washington
$531K – – –
PCI
2007
Planning Center Inc
Illinois
$531K -$19.4K -50 -3%
SWA
2008
SFMG Wealth Advisors
Texas
$530K +$1.16K +3 +0.2%
CCM
2009
CAAS Capital Management
New York
$530K +$566K +1,460 New
KWS
2010
Keystone Wealth Services
California
$526K -$41.5K -107 -7%
NFG
2011
Nadler Financial Group
Illinois
$525K – – –
CA
2012
Continuum Advisory
Idaho
$523K +$109K +281 +24%
LCM
2013
Lazari Capital Management
California
$523K +$14K +36 +3%
WDA
2014
Wendell David Associates
New Hampshire
$523K – – –
SWM
2015
Seed Wealth Management
Illinois
$522K – – –
WMA
2016
Wealth Management Associates
New Jersey
$521K +$388 +1 +0.1%
RA
2017
Rise Advisors
New York
$521K -$20.6K -53 -4%
CWM
2018
CarsonAllaria Wealth Management
Illinois
$520K +$388 +1 +0.1%
WGC
2019
Watts Gwilliam & Co
Arizona
$520K -$14K -36 -2%
BCMLT
2020
Beacon Capital Management LLC (Tennessee)
Tennessee
$520K +$11.2K +29 +2%
MCI
2021
MRP Capital Investments
Georgia
$517K +$3.88K +10 +0.7%
EAM
2022
Empirical Asset Management
Massachusetts
$517K +$2.42M +6,251 +455%
GKWIM
2023
Gerber Kawasaki Wealth & Investment Management
California
$513K +$31.8K +82 +6%
BF
2024
Blankinship & Foster
California
$512K – – –
IA
2025
Insight Advisors
Pennsylvania
$512K +$1.94K +5 +0.4%
79 80
81
82 83