We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2001
Ironwood Investment Management
Massachusetts
$668K – – –
Q
2002
QVR
California
$668K +$284K +666 +91%
MCG
2003
McCollum Christoferson Group
New York
$668K +$598K +1,400 New
FNC
2004
First National Corp
Massachusetts
$668K -$2.56K -6 -0.4%
CAM
2005
Clark Asset Management
New Hampshire
$667K +$597K +1,398 New
CFCI
2006
Comprehensive Financial Consultants Institutional
Indiana
$667K -$42.3K -99 -7%
SCI
2007
Silver Coast Investments
United States
$665K -$31.6K -74 -5%
GSAM
2008
Grant Street Asset Management
Pennsylvania
$665K – – –
AW
2009
Apricus Wealth
South Carolina
$665K +$2.13K +5 +0.4%
JC
2010
JB Capital
Connecticut
$662K +$3.42K +8 +0.6%
WFA
2011
WJ Financial Advisors
Connecticut
$662K +$592K +1,387 New
MCM
2012
Mengis Capital Management
Oregon
$661K +$427 +1 +0.1%
AIM
2013
Avity Investment Management
Connecticut
$661K -$6.4K -15 -1%
EI
2014
Ellevest Inc
New York
$661K +$591K +1,385 New
MAG
2015
MRA Advisory Group
New Jersey
$660K – – –
CCA
2016
Carrera Capital Advisors
Michigan
$660K +$4.7K +11 +0.8%
HCM
2017
Hollencrest Capital Management
California
$659K +$26.5K +62 +5%
OL
2018
Optas LLC
Texas
$658K +$87.9K +206 +18%
TW
2019
Traveka Wealth
California
$658K +$6.83K +16 +1%
CAWM
2020
Capital Advisors Wealth Management
Washington
$657K +$1.71K +4 +0.3%
MTWM
2021
Masso Torrence Wealth Management
New Jersey
$656K +$587K +1,375 New
RWB
2022
RMR Wealth Builders
New Jersey
$655K +$34.6K +81 +6%
BW
2023
Basepoint Wealth
Iowa
$655K +$5.55K +13 +1%
VFG
2024
Victory Financial Group
Texas
$654K -$81.1K -190 -12%
COCM
2025
Charter Oak Capital Management
New Hampshire
$654K -$90.1K -211 -13%
79 80
81
82 83