We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
2001
Bryn Mawr Capital Management
Pennsylvania
$470K -$182K -511 -26%
WMWM
2002
Whitaker-Myers Wealth Managers
Ohio
$468K +$505K +1,418 New
MHR
2003
Matthew Hamilton Rosenberg
$466K +$19.2K +54 +4%
BF
2004
Blankinship & Foster
California
$465K – – –
MM
2005
MQS Management
New York
$464K +$501K +1,407 New
AF
2006
Apollon Financial
South Carolina
$464K +$34.6K +97 +7%
RPGK
2007
Retirement Planning Group (Kansas)
Kansas
$464K -$62K -174 -11%
VWA
2008
VSM Wealth Advisory
Maryland
$462K +$356 +1 +0.1%
4A
2009
4Wealth Advisors
Illinois
$462K +$115K +323 +30%
IIM
2010
Ironwood Investment Management
Massachusetts
$462K – – –
PFW
2011
Petros Family Wealth
Minnesota
$461K +$106K +297 +27%
GSAM
2012
Grant Street Asset Management
Pennsylvania
$460K – – –
CCA
2013
Carrera Capital Advisors
Michigan
$460K +$55.6K +156 +13%
FNC
2014
First National Corp
Massachusetts
$460K +$29.2K +82 +6%
FCM
2015
Firestone Capital Management
Florida
$459K +$356 +1 +0.1%
EA
2016
Everpar Advisors
Oklahoma
$458K -$103K -290 -17%
AW
2017
Apricus Wealth
South Carolina
$458K – – –
RFG
2018
Range Financial Group
Oregon
$457K -$279K -783 -36%
MCM
2019
Mengis Capital Management
Oregon
$457K +$356 +1 +0.1%
WGC
2020
Watts Gwilliam & Co
Arizona
$456K -$17.8K -50 -3%
MAG
2021
MRA Advisory Group
New Jersey
$456K -$53.8K -151 -10%
SAG
2022
SageView Advisory Group
California
$455K +$36.7K +103 +8%
EFSCE
2023
Enterprise Financial Services Corp (EFSC)
Missouri
$454K +$7.84K +22 +2%
CA
2024
Claro Advisors
Massachusetts
$453K +$11.4K +32 +2%
BWM
2025
BankPlus Wealth Management
Mississippi
$453K +$7.84K +22 +2%
79 80
81
82 83