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Fiduciary Alliance LLC Makes New $132,000 Investment in Caterpillar Inc. (NYSE:CAT)

Fiduciary Alliance LLC bought a new position in Caterpillar Inc. (NYSE:CAT – Get Rating) in the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 551 shares of the industrial products company’s stock, valued at approximately $132,000. A number of other hedge funds and other institutional investors have also modified […]
Denisec Johnson David Maclennan Caterpillar Inc Resource Industries Morgan Dempsey Capital Management Construction Industries

Kovitz Investment Group Partners LLC Has $15.75 Million Stake in Caterpillar Inc. (NYSE:CAT)

Kovitz Investment Group Partners LLC decreased its holdings in Caterpillar Inc. (NYSE:CAT – Get Rating) by 7.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 65,749 shares of the industrial products company’s stock after selling 5,136 shares during the period. Kovitz Investment Group […]
Denisec Johnson Cherylh Johnson Robertw Baird Iron Horse Wealth Management Resource Industries Construction Industries

Iron Horse Wealth Management LLC Acquires 86 Shares of Caterpillar Inc. (NYSE:CAT)

Iron Horse Wealth Management LLC increased its position in Caterpillar Inc. (NYSE:CAT – Get Rating) by 286.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 116 shares of the industrial products company’s stock after buying an additional 86 shares during the period. Iron Horse Wealth Management […]
Stifel Nicolaus Danielm Dickinson Denisec Johnson William Blair Caterpillar Inc Construction Industries

Polaris Wealth Advisory Group LLC Has $8.68 Million Stock Position in Caterpillar Inc. (NYSE:CAT)

Polaris Wealth Advisory Group LLC reduced its holdings in Caterpillar Inc. (NYSE:CAT – Get Rating) by 15.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 34,633 shares of the industrial products company’s stock after selling 6,132 shares during the quarter. Polaris Wealth Advisory Group […]
William Blair Stifel Nicolaus Denisec Johnson Polaris Wealth Advisory Group Holdings Securities Inc Construction Industries
Source: wkrb13.com

Caterpillar Inc. (NYSE:CAT) Shares Sold by Kaizen Financial Strategies

Kaizen Financial Strategies lowered its position in Caterpillar Inc. (NYSE:CAT – Get Rating) by 19.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,840 shares of the industrial products company’s stock after selling 699 shares during the quarter. Kaizen […]
United States Denisec Johnson Caterpillar Inc Resource Industries Morgan Dempsey Capital Management Alpha Paradigm Partners

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Altus Wealth Group LLC Cuts Holdings in Caterpillar Inc. (NYSE:CAT)

Altus Wealth Group LLC cut its stake in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) by 27.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,130 shares of the industrial products company’s stock after selling 422 shares during the quarter. Altus Wealth […]
United States Stifel Nicolaus Denisec Johnson Danielm Dickinson Relyea Zuckerberg Hanson Resource Industries
Source: wkrb13.com

ChampionX (NASDAQ:CHX) Shares Gap Down to $24.59

BLB&B Advisors LLC lowered its stake in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) by 3.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,970 shares of the industrial products company’s stock after selling 488 shares during the quarter. BLB&B Advisors LLC’s holdings […]
Robertw Baird Stifel Nicolaus Denisec Johnson Mather Group Morgan Stanley Sei Investments Co

BLB&B Advisors LLC Has $2.87 Million Position in Caterpillar Inc. (NYSE:CAT)

BLB&B Advisors LLC lowered its holdings in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) by 3.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,970 shares of the industrial products company’s stock after selling 488 shares during […]
United States Denisec Johnson William Blair Caterpillar Inc Morgan Dempsey Capital Management Creative Capital Management Investments
Source: wkrb13.com

Caterpillar Inc. (NYSE:CAT) Shares Sold by Pflug Koory LLC

Pflug Koory LLC cut its holdings in Caterpillar Inc. (NYSE:CAT – Get Rating) by 1.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,232 shares of the industrial products company’s stock after selling 273 shares during the period. Caterpillar comprises approximately 1.9% of Pflug […]
Denisec Johnson William Blair Alpha Paradigm Partners Construction Industries Securities Exchange Commission Caterpillar Inc

Wesbanco Bank Inc. Has $5.83 Million Position in Caterpillar Inc. (NYSE:CAT)

Wesbanco Bank Inc. boosted its stake in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) by 166.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 24,314 shares of the industrial products company’s stock after buying an additional 15,190 shares during the quarter. Wesbanco […]
Denisec Johnson Stifel Nicolaus Morgan Stanley Resource Industries Construction Industries Wesbanco Bank Inc
Source: wkrb13.com

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