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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
2001
MQS Management
New York
$464K +$501K +1,407 New
AF
2002
Apollon Financial
South Carolina
$464K +$34.6K +97 +7%
RPGK
2003
Retirement Planning Group (Kansas)
Kansas
$464K -$62K -174 -11%
VWA
2004
VSM Wealth Advisory
Maryland
$462K +$356 +1 +0.1%
4A
2005
4Wealth Advisors
Illinois
$462K +$115K +323 +30%
IIM
2006
Ironwood Investment Management
Massachusetts
$462K – – –
PFW
2007
Petros Family Wealth
Minnesota
$461K +$106K +297 +27%
GSAM
2008
Grant Street Asset Management
Pennsylvania
$460K – – –
CCA
2009
Carrera Capital Advisors
Michigan
$460K +$55.6K +156 +13%
FNC
2010
First National Corp
Massachusetts
$460K +$29.2K +82 +6%
FCM
2011
Firestone Capital Management
Florida
$459K +$356 +1 +0.1%
EA
2012
Everpar Advisors
Oklahoma
$458K -$103K -290 -17%
AW
2013
Apricus Wealth
South Carolina
$458K – – –
RFG
2014
Range Financial Group
Oregon
$457K -$279K -783 -36%
MCM
2015
Mengis Capital Management
Oregon
$457K +$356 +1 +0.1%
WGC
2016
Watts Gwilliam & Co
Arizona
$456K -$17.8K -50 -3%
MAG
2017
MRA Advisory Group
New Jersey
$456K -$53.8K -151 -10%
SAG
2018
SageView Advisory Group
California
$455K +$36.7K +103 +8%
EFSCE
2019
Enterprise Financial Services Corp (EFSC)
Missouri
$454K +$7.84K +22 +2%
CA
2020
Claro Advisors
Massachusetts
$453K +$11.4K +32 +2%
BWM
2021
BankPlus Wealth Management
Mississippi
$453K +$7.84K +22 +2%
MSWM
2022
Mowery & Schoenfeld Wealth Management
Illinois
$453K +$73.4K +206 +18%
MAM
2023
Milestone Asset Management
Pennsylvania
$452K -$1.28M -3,591 -72%
PA
2024
Planning Alternatives
Michigan
$451K +$135K +378 +38%
ACA
2025
Affinity Capital Advisors
California
$451K +$1.43K +4 +0.3%
79 80
81
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