13F-HR 1 form13f01q4.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Quarter Ended: December 31, 2001 Check here if Amendment [ ]; Amendment Number: This Amendment (check only one.): [ ] is a restatement. [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: Cutler & Company, LLC Address: 503 Airport Road Medford, OR 97504 13F File number: 28-1384 The Institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists and tables, are considered integral parts of this form. Person signing this report on behalf of Reporting manager: Name: Carol S. Fischer Title: Chief Operating Officer Phone: 541-770-9000 Signature, Place, and Date of Signing /s/ Carol S. Fischer Medford, OR January 2, 2002 Report Type (Check only one.): [X] 13F Holdings Report. [ ] 13F Notice. [ ] 13F Combination Report. List of other Managers Reporting for this Manager: NONE I am signing this report as required by the Securities Exchange Act of 1934. FORM 13F SUMMARY PAGE REPORT SUMMARY: NUMBER OF OTHER INCLUDED MANAGERS: 0 FORM 13F INFORMATION TABLE ENTRY TOTAL: 84 FORM 13F INFORMATION TABLE VALUE TOTAL: $1,166,855,000 LIST OF OTHER INCLUDED MANAGERS: NO. 13F FILE NUMBER NAME

FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACE LTD ORD COM G0070K103 ~~35637~~31181 ~~1234382~~776612 SH SOLE ~~1075982~~658262 0 ~~158400~~118350 ALCOA INC COM COM 013817101 ~~31332~~30086 ~~1010372~~846307 SH SOLE ~~884672~~718457 0 ~~125700~~127850 AMER INT'L GROUP COM 026874107 766 9650 SH SOLE 9650 0 0 AMERICAN HOME PRODUCTS COM 026609107 ~~1259~~1327 21620 SH SOLE 21620 0 0 APPLIED MATLS INC COM COM 038222105 ~~559~~759 ~~19640~~18940 SH SOLE ~~19640~~18940 0 0 AT & T WIRELESS COM COM 00209A106 ~~13444~~10836 ~~899873~~754104 SH SOLE ~~787399~~639830 0 ~~112474~~114274 BANK NEW YORK INC COM COM 064057102 ~~14874~~14559 ~~424960~~356840 SH SOLE ~~375010~~306090 0 ~~49950~~50750 BELLSOUTH CORP COM 079860102 ~~902~~692 ~~21700~~18150 SH SOLE ~~21700~~18150 0 0 BP AMOCO ADS COM 055622104 ~~14625~~11469 ~~297437~~246601 SH SOLE ~~260473~~209037 0 ~~36964~~37564 BRISTOL MYERS SQUIBB COM 110122108 ~~49338~~39347 ~~888020~~771504 SH SOLE ~~788020~~670054 0 ~~100000~~101450 BURLINGTON RES INC COM COM 122014103 ~~2526~~8708 ~~73850~~231970 SH SOLE ~~73850~~204070 0 027900 ~~CHEVRON~~CARDINAL ~~CORPORATION~~HEALTH INC COM ~~166751107~~COM ~~305~~14149Y108 ~~3600~~763 11800 SH SOLE ~~3600~~11800 0 0 ~~CIENA~~CATERPILLAR, ~~CORP~~INC. COM ~~COM~~149123101 ~~171779101~~12623 ~~723~~241580 ~~70300~~ SH SOLE ~~70300~~205030 0 036550 ~~CIGNA~~CHEVRONTEXACO ~~CORP.~~CORPORATION COM ~~125509109~~166764100 ~~224~~329 ~~2700~~3677 SH SOLE ~~2700~~3677 0 0 ~~CISCO~~CIENA ~~SYS~~CORP ~~INC~~ COM COM ~~17275R102~~171779101 ~~1571~~971 ~~129020~~67880 SH SOLE ~~129020~~67880 0 0 ~~CITIGROUP~~CIGNA ~~INC~~CORP. COM ~~172967101~~125509109 ~~54209~~250 ~~1338490~~2700 SH SOLE ~~1176392~~2700 0 ~~162098~~0 ~~CMS~~CISCO ~~ENERGY~~SYS ~~CORP~~INC COM COM ~~125896100~~17275R102 ~~2337~~999 ~~116850~~55170 SH SOLE ~~116850~~55170 0 0 ~~CONAGRA~~CITIGROUP INC. COM ~~COM~~172967101 ~~205887102~~56552 ~~31455~~1120285 ~~1401125~~ SH SOLE ~~1224275~~955737 0 ~~176850~~164548 ~~CONOCO~~CONAGRA INC CLCOM A COM ~~208251306~~205887102 ~~2479~~22710 ~~97480~~955410 SH SOLE ~~97480~~813510 0 0141900 CONOCO INC CLCOM B COM ~~208251405~~208251504 ~~44776~~44116 ~~1767006~~1558884 SH SOLE ~~1532806~~1320984 0 ~~234200~~237900 COOPER INDS INC COM COM 216669101 ~~13724~~10326 ~~330940~~295705 SH SOLE ~~287020~~251085 0 ~~43920~~44620 CORNING INC. COM 219350105 ~~6965~~5959 ~~789675~~668070 SH SOLE ~~690575~~567620 0 ~~99100~~100450 COSTCO WHSL CORP NEW COM COM 22160K105 ~~1678~~1996 ~~47180~~44980 SH SOLE ~~47180~~44980 0 0 CVS CORP COM COM 126650100 ~~1711~~15000 ~~51540~~506755 SH SOLE ~~51540~~432055 0 074700 DELL COMPUTER CORP COM COM 247025109 ~~1439~~2017 ~~77650~~74200 SH SOLE ~~77650~~74200 0 0 DOVER CORP COM 260003108 ~~21602~~22146 ~~717440~~597415 SH SOLE ~~627890~~506415 0 ~~89550~~91000 DU PONT E.I. DE NEMOURS COM 263534109 ~~16115~~11236 ~~429508~~264310 SH SOLE ~~376358~~226010 0 ~~53150~~38300 DUKE POWER COMPANY COM 264399106 ~~4883~~12264 ~~129000~~312375 SH SOLE ~~102900~~264325 0 ~~26100~~48050 ~~E M C CORP MASS COM COM 268648102 488 41530 SH SOLE 41530 0 0~~ EXELON CORP COM 30161N101 ~~36121~~35636 ~~809895~~744274 SH SOLE ~~706595~~629874 0 ~~103300~~114400 EXXON MOBIL CORP COM 30231G102 ~~36858~~44781 ~~935470~~1139460 SH SOLE ~~789370~~974260 0 ~~146100~~165200 FLEETBOSTON FINL CORP COM COM 339030108 ~~30522~~26337 ~~830525~~721572 SH SOLE ~~721929~~611182 0 ~~108596~~110390 ~~GANNETT COMPANY, INC. COM 364730101 5740 95485 SH SOLE 89985 0 5500~~ GENERAL ELECTRIC CO COM 369604103 ~~2947~~3029 ~~79212~~75562 SH SOLE ~~79212~~75562 0 0 GENERAL MILLS, INC. COM 370334104 ~~291~~333 6400 SH SOLE 6400 0 0 ~~HEWLETT PACKARD COMPANY COM 428236103 2200 137050 SH SOLE 131000 0 6050~~ HONEYWELL INTERNATIONAL, INC. COM 438516106 ~~12344~~13460 ~~467577~~397993 SH SOLE ~~411777~~342193 0 55800 ILLINOIS TOOL WORKS COM 452308109 ~~14947~~14736 ~~276235~~217605 SH SOLE ~~246485~~187405 0 ~~29750~~30200 IMS HEALTH INC COM COM 449934108 ~~2393~~6873 ~~95520~~352290 SH SOLE ~~95520~~307240 0 045050 INTEL CORP COM COM 458140100 ~~554~~831 ~~27120~~26420 SH SOLE ~~27120~~26420 0 0 INTERNATIONAL PAPER CO COM COM 460146103 ~~582~~533 ~~16700~~13200 SH SOLE ~~16700~~13200 0 0 INTL BUSINESS MACHINES COM 459200101 ~~44956~~21343 ~~490146~~176445 SH SOLE ~~437346~~155445 0 ~~52800~~21000 ~~J.P.~~ISHARES ~~MORGAN~~TR ~~CHASE~~RSSLL &*******% CO00/0 ~~COM~~MUTUAL ~~46625H100~~FUNDS ~~41196~~464287598 ~~1206322~~2514 45375 SH SOLE ~~1055037~~45375 0 ~~151285~~0 ~~JDS~~J.P. ~~UNIPHASE~~MORGAN ~~CORP~~CHASE ~~COM~~& CO COM ~~46612J101~~46625H100 ~~453~~45034 ~~71720~~1238897 SH SOLE ~~71720~~1050012 0 0188885 JOHNSON & JOHNSON COM 478160104 ~~26044~~6402 ~~470110~~108320 SH SOLE ~~411710~~94770 0 ~~58400~~13550 KIMBERLY-CLARK CORP COM 494368103 ~~5525~~3160 ~~89120~~52835 SH SOLE ~~85520~~49235 0 3600 KNIGHT RIDDER INC. COM 499040103 ~~27771~~28167 ~~497245~~433803 SH SOLE ~~429095~~364703 0 ~~68150~~69100 KROGER CO COM COM 501044101 ~~21800~~15353 ~~884755~~735635 SH SOLE ~~776655~~626035 0 ~~108100~~109600 LIBERTY MEDIA CORP SERIES A CO COM 530718105 ~~1379~~1451 ~~108560~~103610 SH SOLE ~~108560~~103610 0 0 LINCOLN NATIONAL CORP COM 534187109 ~~541~~563 11600 SH SOLE 11600 0 0 M & T BK CORP COM COM 55261F104 ~~15493~~12766 ~~209366~~175239 SH SOLE ~~183525~~148998 0 ~~25841~~26241 MARSH & MCLENNAN COS. COM 571748102 ~~493~~548 5100 SH SOLE 5100 0 0 MATTEL INC COM COM 577081102 ~~23351~~21373 ~~1491135~~1242640 SH SOLE ~~1304485~~1052840 0 ~~186650~~189800 MCGRAW COS. INC. COM 580645109 ~~675~~707 11600 SH SOLE 11600 0 0 MEDTRONIC INC COM COM 585055106 ~~1524~~1727 ~~35030~~33730 SH SOLE ~~35030~~33730 0 0 MELLON FINL CORP COM COM 58551A108 ~~16495~~15767 ~~510205~~419125 SH SOLE ~~446855~~354975 0 ~~63350~~64150 MERCK & COMPANY, INC. COM 589331107 ~~30594~~29885 ~~459376~~508240 SH SOLE ~~408826~~440640 0 ~~50550~~67600 MERRILL LYNCH TAX-EXEMPT FUND MUTUAL FUNDS 589908102 1718 ~~17447~~17545 SH SOLE ~~17447~~17545 0 0 MERRILL LYNCH U S GOVT MTG FCL MUTUAL FUNDS 59020T405 ~~102~~109 ~~10185~~10998 SH SOLE ~~10185~~10998 0 0 MICROSOFT CORP COM COM 594918104 ~~3201~~3963 ~~62550~~59820 SH SOLE ~~62550~~59820 0 0 MORGAN STANLEY DEAN WITTER COM COM 617446448 ~~18934~~19020 ~~408490~~340005 SH SOLE ~~357440~~288105 0 ~~51050~~51900 MOTOROLA, INC. COM 620076109 ~~29356~~23714 ~~1881805~~1578825 SH SOLE ~~1672155~~1365575 0 ~~209650~~213250 NATIONAL SEMICONDUCTOR CORP CO COM 637640103 ~~25062~~18372 ~~1139170~~596690 SH SOLE ~~1012170~~517890 0 ~~127000~~78800 NORFOLK SOUTHERN CORP COM 655844108 ~~236~~213 ~~14625~~11625 SH SOLE ~~14625~~11625 0 0 PEREGRINE SYS INC COM COM 71366Q101 ~~865~~1018 ~~68480~~68630 SH SOLE ~~68480~~68630 0 0 PFIZER, INC. COM 717081103 ~~4568~~4348 ~~113910~~109100 SH SOLE ~~113910~~109100 0 0 PHILLIPS PETE CO COM COM 718507106 ~~61136~~51675 ~~1133407~~857533 SH SOLE ~~991367~~726193 0 ~~142040~~131340 PITNEY-BOWES INC COM 724479100 ~~267~~263 7000 SH SOLE 7000 0 0 PNC FINANCIAL SERVICES GROUP COM 693475105 ~~727~~714 12700 SH SOLE 12700 0 0 PUBLIC SERVICE ENTERPRS COM 744573106 ~~597~~592 14025 SH SOLE 14025 0 0 ROHM & HAAS COMPANY COM 775371107 ~~23749~~20941 ~~724925~~604700 SH SOLE ~~635575~~513900 0 ~~89350~~90800 SAFEWAY INC COM NEW COM 786514208 ~~21222~~23076 ~~534280~~552720 SH SOLE ~~456130~~473320 0 ~~78150~~79400 SBC COMMUNICATIONS INC COM 78387G103 ~~22940~~15637 ~~486836~~399221 SH SOLE ~~429086~~340521 0 ~~57750~~58700 ~~SPDR TR UNIT SER 1 COM 78462F103 1553 14865 SH SOLE 14865 0 0~~ STAPLES INC COM COM 855030102 ~~14384~~15703 ~~1077474~~839729 SH SOLE ~~932974~~725429 0 ~~144500~~114300 SUN MICROSYSTEMS INC COM COM 866810104 ~~775~~1102 ~~93660~~89610 SH SOLE ~~93660~~89610 0 0 SUNGARD DATA SYS INC COM COM 867363103 ~~2215~~2635 ~~94790~~91090 SH SOLE ~~94790~~91090 0 0 SYMBOL TECHNOLOGIES INC COM COM 871508107 ~~1560~~2266 ~~148685~~142710 SH SOLE ~~148685~~142710 0 0 TEXAS INSTRS INC COM COM 882508104 ~~2759~~2969 ~~110460~~106020 SH SOLE ~~110460~~106020 0 0 U S BANCORP COM 902973304 ~~46899~~36139 ~~2114457~~1726637 SH SOLE ~~1849887~~1457967 0 ~~264570~~268670 UNION PAC CORP COM COM 907818108 ~~28022~~28518 ~~597475~~500315 SH SOLE ~~523025~~424815 0 ~~74450~~75500 UNITED TECHNOLOGIES COM 913017109 330 5100 SH SOLE 5100 0 0 UNOCAL CORP COM COM 915289102 ~~25844~~23870 ~~795195~~661765 SH SOLE ~~693145~~558365 0 ~~102050~~103400 VERIZON COMMUNICATIONS COM 92343V104 ~~51981~~36244 ~~960659~~763671 SH SOLE ~~848110~~649172 0 ~~112549~~114499 WAL-MART STORES INC COM 931142103 ~~3095~~2749 ~~62520~~47770 SH SOLE ~~62520~~47770 0 0 WELLS FARGO NEW COM 949746101 ~~41075~~32942 ~~924083~~757819 SH SOLE ~~809428~~641364 0 ~~114655~~116455 WEYERHAEUSER CO. COM 962166104 ~~26402~~24430 ~~542020~~451735 SH SOLE ~~473970~~382585 0 ~~68050~~69150 WORLDCOM INC COM 98157D106 ~~59340~~49989 ~~3945447~~3550372 SH SOLE ~~3461147~~3021772 0 ~~484300 XCEL ENERGY INC COM 98389B100 2107 74850 SH SOLE 74850 0 0 ZIMMER HLDGS INC COM COM 98956P102 1754 63204 SH SOLE 54344 0 8860~~528600

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