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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
2001
Summit Wealth Group (Colorado)
Colorado
$559K +$480K +1,440 New
SWMG
2002
Sanchez Wealth Management Group
Florida
$558K -$28.7K -86 -6%
FPGK
2003
Financial Partners Group (Kansas)
Kansas
$558K -$30.7K -92 -6%
CWM
2004
CarsonAllaria Wealth Management
Illinois
$557K – – –
AAP
2005
Arax Advisory Partners
Colorado
$555K +$27.7K +83 +8%
SC
2006
Sepio Capital
Utah
$552K -$28.3K -85 -6%
RPGK
2007
Retirement Planning Group (Kansas)
Kansas
$551K +$5K +15 +1%
LWM
2008
Liberty Wealth Management
California
$551K +$164K +491 +53%
RFG
2009
Range Financial Group
Oregon
$548K +$8.33K +25 +2%
HCP
2010
Hardin Capital Partners
South Carolina
$548K +$18.3K +55 +4%
BF
2011
Blankinship & Foster
California
$548K – – –
FCM
2012
Firestone Capital Management
Florida
$546K +$5K +15 +1%
PVM
2013
Palogic Value Management
Texas
$546K +$130K +391 +39%
MFA
2014
Millington Financial Advisors
Illinois
$545K +$5.33K +16 +1%
EGWAG
2015
Elwood & Goetz Wealth Advisory Group
Georgia
$544K +$87.7K +263 +23%
AIM
2016
Avity Investment Management
Connecticut
$543K -$8.33K -25 -2%
IIM
2017
Ironwood Investment Management
Massachusetts
$543K – – –
CFAM
2018
Center For Asset Management
Florida
$543K -$333 -1 -0.1%
BWM
2019
BankPlus Wealth Management
Mississippi
$541K +$6.33K +19 +1%
GSAM
2020
Grant Street Asset Management
Pennsylvania
$541K – – –
FNC
2021
First National Corp
Massachusetts
$541K – – –
4A
2022
4Wealth Advisors
Illinois
$540K -$3.33K -10 -0.7%
MSE
2023
MUFG Securities EMEA
United Kingdom
$540K +$463K +1,390 New
AW
2024
Apricus Wealth
South Carolina
$539K – – –
AF
2025
Apollon Financial
South Carolina
$538K -$6.33K -19 -1%
79 80
81
82 83