CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
2001
Ellevest Inc
New York
$952K +$154K +277 +20%
FA
2002
Fagan Associates
New York
$951K -$88.9K -160 -9%
AFC
2003
AFT Forsyth & Company
Florida
$951K – – –
RDWM
2004
Red Door Wealth Management
Tennessee
$949K +$2.22K +4 +0.2%
VAG
2005
VisionPoint Advisory Group
Texas
$948K +$18.3K +33 +2%
MAWCM
2006
Mine & Arao Wealth Creation & Management
California
$948K -$68.4K -123 -7%
RWA
2007
Redhawk Wealth Advisors
Minnesota
$947K +$5.56K +10 +0.6%
TP
2008
Thayer Partners
Pennsylvania
$943K +$915K +1,646 New
RCM
2009
Raleigh Capital Management
North Carolina
$942K -$26.1K -47 -3%
KWM
2010
Kaydan Wealth Management
Michigan
$941K – – –
BEW
2011
Burton Enright Welch
California
$940K +$36.7K +66 +4%
MFA
2012
Millington Financial Advisors
Illinois
$939K +$5K +9 +0.7%
FFG
2013
Frisch Financial Group
New York
$937K +$1.67K +3 +0.2%
LSWP
2014
Liberty Square Wealth Partners
Pennsylvania
$937K – – –
WA
2015
WealthTrust Axiom
Pennsylvania
$937K +$22.2K +40 +3%
ESBC
2016
E.S. Barr & Co
Kentucky
$937K -$8.34K -15 -0.9%
CNB
2017
Camden National Bank
Maine
$937K -$6.67K -12 -0.7%
SCA
2018
Stonebridge Capital Advisors
Minnesota
$936K -$3.33K -6 -0.4%
ARG
2019
Advisory Resource Group
Oklahoma
$935K +$7.22K +13 +0.8%
WJS
2020
William John Sempolinski
Massachusetts
$934K +$906K +1,630 New
MTI
2021
Merrithew & Thorsten Inc
California
$931K +$903K +1,625 New
NFG
2022
Nadler Financial Group
Illinois
$931K +$30K +54 +3%
WP
2023
WealthPLAN Partners
Nebraska
$930K -$15K -27 -2%
TSMHT
2024
Thurston Springer Miller Herd & Titak
Indiana
$930K +$902K +1,623 New
ACA
2025
Affinity Capital Advisors
California
$930K +$97.8K +176 +12%
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