13F-HR 1 form13f01q3.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Quarter Ended: September 30, 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 October 1, 2001 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: 88 FORM 13F INFORMATION TABLE VALUE TOTAL: $1,297,713,000 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 ~~38230~~35637 ~~978012~~1234382 SH SOLE ~~867712~~1075982 0 ~~110300~~158400 ALCOA INC COM COM 013817101 ~~41120~~31332 ~~1043657~~1010372 SH SOLE ~~926057~~884672 0 ~~117600~~125700 AMERICAN HOME PRODUCTS COM 026609107 ~~1263~~1259 21620 SH SOLE 21620 0 0 APPLIED MATLS INC COM COM 038222105 ~~931~~559 ~~18955~~19640 SH SOLE ~~18955~~19640 0 0 AT&T ~~CORP AT~~&T ~~WRLSS GRP COM 001957406 15149 926534 SH SOLE 821185 0 105349 AT&~~T ~~CORP~~WIRELESS COM ~~LBRTY MED A~~ COM ~~001957208~~00209A106 ~~1789~~13444 ~~102260~~899873 SH SOLE ~~102260~~787399 0 0112474 BANK NEW YORK INC COM COM 064057102 ~~19645~~14874 ~~409280~~424960 SH SOLE ~~362630~~375010 0 ~~46650~~49950 BELLSOUTH CORP COM 079860102 ~~896~~902 ~~22250~~21700 SH SOLE ~~22250~~21700 0 0 BP AMOCO ADS COM 055622104 ~~15190~~14625 ~~304722~~297437 SH SOLE ~~270168~~260473 0 ~~34554~~36964 BRISTOL MYERS SQUIBB COM 110122108 ~~37904~~49338 ~~724745~~888020 SH SOLE ~~651145~~788020 0 ~~73600~~100000 BURLINGTON RES INC COM COM 122014103 ~~2773~~2526 ~~69400~~73850 SH SOLE ~~69400~~73850 0 0 CHEVRON CORPORATION COM 166751107 ~~959~~305 ~~10600~~3600 SH SOLE 3600 0 ~~7000~~0 CIENA CORP COM COM 171779101 ~~1086~~723 ~~28580~~70300 SH SOLE ~~28580~~70300 0 0 CIGNA CORP. COM 125509109 ~~259~~224 2700 SH SOLE 2700 0 0 CISCO SYS INC COM COM 17275R102 ~~2219~~1571 ~~121935~~129020 SH SOLE ~~121935~~129020 0 0 CITIGROUP INC. COM 172967101 ~~71624~~54209 ~~1355484~~1338490 SH SOLE ~~1204352~~1176392 0 ~~151132~~162098 CMS ENERGY CORP COM COM 125896100 ~~19119~~2337 ~~686510~~116850 SH SOLE ~~607810~~116850 0 ~~78700~~0 CONAGRA INC COM COM 205887102 ~~28597~~31455 ~~1443540~~1401125 SH SOLE ~~1278090~~1224275 0 ~~165450~~176850 CONOCO INC CL A COM 208251306 ~~2877~~2479 ~~102030~~97480 SH SOLE ~~102030~~97480 0 0 CONOCO INC CL B COM 208251405 ~~52717~~44776 ~~1824121~~1767006 SH SOLE ~~1605321~~1532806 0 ~~218800~~234200 COOPER INDS INC COM COM 216669101 ~~25313~~13724 ~~639385~~330940 SH SOLE ~~567265~~287020 0 ~~72120~~43920 CORNING INC. COM 219350105 ~~14372~~6965 ~~860055~~789675 SH SOLE ~~767605~~690575 0 ~~92450~~99100 COSTCO WHSL CORP NEW COM COM 22160K105 ~~1823~~1678 ~~44380~~47180 SH SOLE ~~44380~~47180 0 0 CVS CORP COM COM 126650100 ~~1869~~1711 ~~48430~~51540 SH SOLE ~~48430~~51540 0 0 DELL COMPUTER CORP COM COM 247025109 ~~1957~~1439 ~~74855~~77650 SH SOLE ~~74855~~77650 0 0 DOVER CORP COM 260003108 ~~27818~~21602 ~~738860~~717440 SH SOLE ~~655110~~627890 0 ~~83750~~89550 DU PONT E.I. DE NEMOURS COM 263534109 ~~21329~~16115 ~~442139~~429508 SH SOLE ~~392389~~376358 0 ~~49750~~53150 DUKE POWER COMPANY COM 264399106 4883 129000 SH SOLE 102900 0 26100 E M C CORP MASS COM COM 268648102 ~~1124~~488 ~~38680~~41530 SH SOLE ~~38680~~41530 0 0 EXELON CORP COM 30161N101 ~~39996~~36121 ~~623765~~809895 SH SOLE ~~552765~~706595 0 ~~71000~~103300 EXXON ~~CORPORATION~~MOBIL CORP COM 30231G102 ~~35635~~36858 ~~407953~~935470 SH SOLE ~~344103~~789370 0 ~~63850~~146100 FLEETBOSTON FINL CORP COM COM 339030108 ~~26632~~30522 ~~675083~~830525 SH SOLE ~~598187~~721929 0 ~~76896~~108596 GANNETT COMPANY, INC. COM 364730101 ~~7280~~5740 ~~110465~~95485 SH SOLE ~~104965~~89985 0 5500 GENERAL ELECTRIC CO COM 369604103 ~~3645~~2947 ~~74763~~79212 SH SOLE ~~74763~~79212 0 0 GENERAL MILLS, INC. COM 370334104 ~~4220~~291 ~~96400~~6400 SH SOLE ~~74950~~6400 0 ~~21450~~0 HEWLETT PACKARD COMPANY COM 428236103 ~~4467~~2200 ~~156200~~137050 SH SOLE ~~150150~~131000 0 6050 HONEYWELL INTERNATIONAL, INC. COM 438516106 ~~16167~~12344 ~~462053~~467577 SH SOLE ~~410203~~411777 0 ~~51850~~55800 ILLINOIS TOOL WORKS COM 452308109 ~~17781~~14947 ~~280905~~276235 SH SOLE ~~253105~~246485 0 ~~27800~~29750 IMS HEALTH INC COM COM 449934108 ~~2563~~2393 ~~89920~~95520 SH SOLE ~~89920~~95520 0 0 INTEL CORP COM COM 458140100 ~~769~~554 ~~26295~~27120 SH SOLE ~~26295~~27120 0 0 INTERNATIONAL PAPER CO COM COM 460146103 ~~1042~~582 ~~29200~~16700 SH SOLE ~~29200~~16700 0 0 INTL BUSINESS MACHINES COM 459200101 ~~55747~~44956 ~~493336~~490146 SH SOLE ~~443986~~437346 0 ~~49350~~52800 J.P. MORGAN CHASE & CO COM 46625H100 ~~48776~~41196 ~~1093630~~1206322 SH SOLE ~~970680~~1055037 0 ~~122950~~151285 JDS UNIPHASE CORP COM COM 46612J101 ~~1296~~453 ~~103660~~71720 SH SOLE ~~103660~~71720 0 0 JOHNSON & JOHNSON COM 478160104 ~~39074~~26044 ~~781485~~470110 SH SOLE ~~691785~~411710 0 ~~89700~~58400 KIMBERLY-CLARK CORP COM 494368103 ~~5382~~5525 ~~96280~~89120 SH SOLE ~~92680~~85520 0 3600 KNIGHT RIDDER INC. COM 499040103 ~~28832~~27771 ~~486205~~497245 SH SOLE ~~422805~~429095 0 ~~63400~~68150 KROGER CO COM COM 501044101 ~~22774~~21800 ~~910960~~884755 SH SOLE ~~810110~~776655 0 ~~100850~~108100 LIBERTY MEDIA CORP SERIES A CO COM 530718105 1379 108560 SH SOLE 108560 0 0 LINCOLN NATIONAL CORP COM 534187109 ~~600~~541 11600 SH SOLE 11600 0 0 M & T BK CORP COM COM 55261F104 ~~16258~~15493 ~~215338~~209366 SH SOLE ~~191154~~183525 0 ~~24184~~25841 MARSH & MCLENNAN COS. COM 571748102 ~~515~~493 5100 SH SOLE 5100 0 0 MATTEL INC COM COM 577081102 ~~29347~~23351 ~~1551125~~1491135 SH SOLE ~~1376425~~1304485 0 ~~174700~~186650 MCGRAW COS. INC. COM 580645109 ~~767~~675 11600 SH SOLE 11600 0 0 MEDTRONIC INC COM COM 585055106 ~~765~~1524 ~~16630~~35030 SH SOLE ~~16630~~35030 0 0 MELLON FINL CORP COM COM 58551A108 ~~24245~~16495 ~~527055~~510205 SH SOLE ~~467905~~446855 0 ~~59150~~63350 MERCK & COMPANY, INC. COM 589331107 ~~29825~~30594 ~~466666~~459376 SH SOLE ~~419566~~408826 0 ~~47100~~50550 MERRILL LYNCH TAX-EXEMPT FUND MUTUAL FUNDS 589908102 17 ~~17320~~17447 SH SOLE ~~17320~~17447 0 0 MERRILL LYNCH U S GOVT MTG FCL MUTUAL FUNDS 59020T405 99102 ~~10132~~10185 SH SOLE ~~10132~~10185 0 0 MICROSOFT CORP COM COM 594918104 ~~4327~~3201 ~~59280~~62550 SH SOLE ~~59280~~62550 0 0 MORGAN STANLEY DEAN WITTER COM COM 617446448 ~~45560~~18934 ~~709325~~408490 SH SOLE ~~629325~~357440 0 ~~80000~~51050 MOTOROLA, INC. COM 620076109 ~~31915~~29356 ~~1927230~~1881805 SH SOLE ~~1730980~~1672155 0 ~~196250~~209650 NATIONAL SEMICONDUCTOR CORP CO COM 637640103 ~~34894~~25062 ~~1198270~~1139170 SH SOLE ~~1079370~~1012170 0 ~~118900~~127000 NORFOLK SOUTHERN CORP COM 655844108 ~~303~~236 14625 SH SOLE 14625 0 0 PEREGRINE SYS INC COM COM 71366Q101 ~~984~~865 ~~33930~~68480 SH SOLE ~~33930~~68480 0 0 PFIZER, INC. COM 717081103 ~~4288~~4568 ~~107060~~113910 SH SOLE ~~107060~~113910 0 0 PHILLIPS PETE CO COM COM 718507106 61136 1133407 SH SOLE 991367 0 142040 PITNEY-BOWES INC COM 724479100 ~~295~~267 7000 SH SOLE 7000 0 0 PNC FINANCIAL SERVICES GROUP COM 693475105 ~~836~~727 12700 SH SOLE 12700 0 0 PUBLIC SERVICE ENTERPRS COM 744573106 ~~688~~597 ~~14075~~14025 SH SOLE ~~14075~~14025 0 0 ROHM & HAAS COMPANY COM 775371107 ~~24563~~23749 ~~746605~~724925 SH SOLE ~~663005~~635575 0 ~~83600~~89350 SAFEWAY INC COM NEW COM 786514208 21222 534280 SH SOLE 456130 0 78150 SBC COMMUNICATIONS INC COM 78387G103 ~~20260~~22940 ~~505731~~486836 SH SOLE ~~451781~~429086 0 ~~53950~~57750 SPDR TR UNIT SER 1 COM 78462F103 ~~975~~1553 ~~7955~~14865 SH SOLE ~~7955~~14865 0 0 STAPLES INC COM COM 855030102 ~~17683~~14384 ~~1105872~~1077474 SH SOLE ~~973122~~932974 0 ~~132750~~144500 SUN MICROSYSTEMS INC COM COM 866810104 ~~1387~~775 ~~88210~~93660 SH SOLE ~~88210~~93660 0 0 SUNGARD DATA SYS INC COM COM 867363103 ~~1272~~2215 ~~42400~~94790 SH SOLE ~~42400~~94790 0 0 SYMBOL TECHNOLOGIES INC COM COM 871508107 ~~3095~~1560 ~~139435~~148685 SH SOLE ~~139435~~148685 0 0 TEXAS INSTRS INC COM COM 882508104 ~~3270~~2759 ~~103810~~110460 SH SOLE ~~103810~~110460 0 0 ~~TOSCO CORP COM NEW COM 891490302 64148 1456250 SH SOLE 1290400 0 165850~~ U S BANCORP COM 902973304 ~~49776~~46899 ~~2184128~~2114457 SH SOLE ~~1936907~~1849887 0 ~~247221~~264570 UNION PAC CORP COM COM 907818108 ~~33589~~28022 ~~611705~~597475 SH SOLE ~~542305~~523025 0 ~~69400~~74450 ~~UNITED TECHNOLOGIES COM 913017109 271 3700 SH SOLE 3700 0 0~~ UNOCAL CORP COM COM 915289102 ~~18710~~25844 ~~547875~~795195 SH SOLE ~~463575~~693145 0 ~~84300~~102050 VERIZON COMMUNICATIONS COM 92343V104 ~~64266~~51981 ~~1201230~~960659 SH SOLE ~~1067731~~848110 0 ~~133499~~112549 ~~VITESSE SEMICONDUCTOR CORP COM COM 928497106 1611 76550 SH SOLE 76550 0 0~~ WAL-MART STORES INC COM 931142103 ~~2898~~3095 ~~59385~~62520 SH SOLE ~~59385~~62520 0 0 WELLS FARGO NEW COM 949746101 ~~44345~~41075 ~~955103~~924083 SH SOLE ~~848147~~809428 0 ~~106956~~114655 WEYERHAEUSER CO. COM 962166104 ~~30566~~26402 ~~556055~~542020 SH SOLE ~~492405~~473970 0 ~~63650~~68050 WORLDCOM INC COM 98157D106 ~~45788~~59340 ~~3224502~~3945447 SH SOLE ~~2874602~~3461147 0 ~~349900~~484300 ~~WORLDCOM~~XCEL ENERGY INC~~-MCI~~ ~~GROUP COMMON~~ COM ~~98157D304~~98389B100 ~~1883~~2107 ~~116937~~74850 SH SOLE ~~104145~~74850 0 ~~12792~~0 ~~XCEL~~ZIMMER ~~ENERGY~~HLDGS INC COM ~~98389B100~~COM ~~8787~~98956P102 ~~308871~~1754 63204 SH SOLE ~~297771~~54344 0 ~~11100~~8860

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