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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GPWM
2001
Grant Private Wealth Management
California
$670K +$244K +571 +68%
APW
2002
Acima Private Wealth
Virginia
$668K -$31.2K -73 -5%
IIM
2003
Ironwood Investment Management
Massachusetts
$668K – – –
Q
2004
QVR
California
$668K +$284K +666 +91%
MCG
2005
McCollum Christoferson Group
New York
$668K +$598K +1,400 New
FNC
2006
First National Corp
Massachusetts
$668K -$2.56K -6 -0.4%
CAM
2007
Clark Asset Management
New Hampshire
$667K +$597K +1,398 New
CFCI
2008
Comprehensive Financial Consultants Institutional
Indiana
$667K -$42.3K -99 -7%
SCI
2009
Silver Coast Investments
United States
$665K -$31.6K -74 -5%
GSAM
2010
Grant Street Asset Management
Pennsylvania
$665K – – –
AW
2011
Apricus Wealth
South Carolina
$665K +$2.13K +5 +0.4%
JC
2012
JB Capital
Connecticut
$662K +$3.42K +8 +0.6%
WFA
2013
WJ Financial Advisors
Connecticut
$662K +$592K +1,387 New
MCM
2014
Mengis Capital Management
Oregon
$661K +$427 +1 +0.1%
AIM
2015
Avity Investment Management
Connecticut
$661K -$6.4K -15 -1%
EI
2016
Ellevest Inc
New York
$661K +$591K +1,385 New
MAG
2017
MRA Advisory Group
New Jersey
$660K – – –
CCA
2018
Carrera Capital Advisors
Michigan
$660K +$4.7K +11 +0.8%
HCM
2019
Hollencrest Capital Management
California
$659K +$26.5K +62 +5%
OL
2020
Optas LLC
Texas
$658K +$87.9K +206 +18%
TW
2021
Traveka Wealth
California
$658K +$6.83K +16 +1%
CAWM
2022
Capital Advisors Wealth Management
Washington
$657K +$1.71K +4 +0.3%
MTWM
2023
Masso Torrence Wealth Management
New Jersey
$656K +$587K +1,375 New
RWB
2024
RMR Wealth Builders
New Jersey
$655K +$34.6K +81 +6%
BW
2025
Basepoint Wealth
Iowa
$655K +$5.55K +13 +1%
79 80
81
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