We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2001
Channel Wealth
California
$559K – – –
VCM
2002
Virtue Capital Management
Tennessee
$559K -$262K -786 -35%
SWM
2003
Seed Wealth Management
Illinois
$559K – – –
SWGC
2004
Summit Wealth Group (Colorado)
Colorado
$559K +$480K +1,440 New
SWMG
2005
Sanchez Wealth Management Group
Florida
$558K -$28.7K -86 -6%
FPGK
2006
Financial Partners Group (Kansas)
Kansas
$558K -$30.7K -92 -6%
CWM
2007
CarsonAllaria Wealth Management
Illinois
$557K – – –
AAP
2008
Arax Advisory Partners
Colorado
$555K +$27.7K +83 +8%
SC
2009
Sepio Capital
Utah
$552K -$28.3K -85 -6%
RPGK
2010
Retirement Planning Group (Kansas)
Kansas
$551K +$5K +15 +1%
LWM
2011
Liberty Wealth Management
California
$551K +$164K +491 +53%
RFG
2012
Range Financial Group
Oregon
$548K +$8.33K +25 +2%
HCP
2013
Hardin Capital Partners
South Carolina
$548K +$18.3K +55 +4%
BF
2014
Blankinship & Foster
California
$548K – – –
FCM
2015
Firestone Capital Management
Florida
$546K +$5K +15 +1%
PVM
2016
Palogic Value Management
Texas
$546K +$130K +391 +39%
MFA
2017
Millington Financial Advisors
Illinois
$545K +$5.33K +16 +1%
EGWAG
2018
Elwood & Goetz Wealth Advisory Group
Georgia
$544K +$87.7K +263 +23%
AIM
2019
Avity Investment Management
Connecticut
$543K -$8.33K -25 -2%
IIM
2020
Ironwood Investment Management
Massachusetts
$543K – – –
CFAM
2021
Center For Asset Management
Florida
$543K -$333 -1 -0.1%
BWM
2022
BankPlus Wealth Management
Mississippi
$541K +$6.33K +19 +1%
GSAM
2023
Grant Street Asset Management
Pennsylvania
$541K – – –
FNC
2024
First National Corp
Massachusetts
$541K – – –
4A
2025
4Wealth Advisors
Illinois
$540K -$3.33K -10 -0.7%
79 80
81
82 83