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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
2001
VisionPoint Advisory Group
Texas
$948K +$18.3K +33 +2%
MAWCM
2002
Mine & Arao Wealth Creation & Management
California
$948K -$68.4K -123 -7%
RWA
2003
Redhawk Wealth Advisors
Minnesota
$947K +$5.56K +10 +0.6%
TP
2004
Thayer Partners
Pennsylvania
$943K +$915K +1,646 New
RCM
2005
Raleigh Capital Management
North Carolina
$942K -$26.1K -47 -3%
KWM
2006
Kaydan Wealth Management
Michigan
$941K – – –
BEW
2007
Burton Enright Welch
California
$940K +$36.7K +66 +4%
MFA
2008
Millington Financial Advisors
Illinois
$939K +$5K +9 +0.7%
FFG
2009
Frisch Financial Group
New York
$937K +$1.67K +3 +0.2%
LSWP
2010
Liberty Square Wealth Partners
Pennsylvania
$937K – – –
WA
2011
WealthTrust Axiom
Pennsylvania
$937K +$22.2K +40 +3%
ESBC
2012
E.S. Barr & Co
Kentucky
$937K -$8.34K -15 -0.9%
CNB
2013
Camden National Bank
Maine
$937K -$6.67K -12 -0.7%
SCA
2014
Stonebridge Capital Advisors
Minnesota
$936K -$3.33K -6 -0.4%
ARG
2015
Advisory Resource Group
Oklahoma
$935K +$7.22K +13 +0.8%
WJS
2016
William John Sempolinski
Massachusetts
$934K +$906K +1,630 New
MTI
2017
Merrithew & Thorsten Inc
California
$931K +$903K +1,625 New
NFG
2018
Nadler Financial Group
Illinois
$931K +$30K +54 +3%
WP
2019
WealthPLAN Partners
Nebraska
$930K -$15K -27 -2%
TSMHT
2020
Thurston Springer Miller Herd & Titak
Indiana
$930K +$902K +1,623 New
ACA
2021
Affinity Capital Advisors
California
$930K +$97.8K +176 +12%
SMWM
2022
Silvia McColl Wealth Management
California
$929K -$41.7K -75 -4%
CB
2023
Cadence Bank
Mississippi
$928K -$7.78K -14 -0.9%
NF
2024
Nikulski Financial
Iowa
$927K +$899K +1,618 New
PS
2025
Planned Solutions
California
$925K +$375K +675 +72%
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