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Caterpillar Inc. (NYSE:CAT) Holdings Raised by Joule Financial LLC

Joule Financial LLC lifted its stake in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) by 8.4% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,212 shares of the industrial products company’s stock after purchasing an additional 94 shares during […]

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National Bank of Canada FI Sells 12,197 Shares of Caterpillar Inc. (NYSE:CAT)

National Bank of Canada FI cut its holdings in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) by 7.9% during the first quarter, Holdings Channel.com reports. The fund owned 141,481 shares of the industrial products company’s stock after selling 12,197 shares during the period. National Bank of Canada FI’s holdings in Caterpillar were worth $32,364,000 […]

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FNY Investment Advisers LLC Has $142,000 Stock Holdings in SilverCrest Metals Inc. (NYSEMKT:SILV)

FNY Investment Advisers LLC lessened its position in shares of SilverCrest Metals Inc. (NYSEMKT:SILV – Get Rating) by 52.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,000 shares of the company’s stock after selling 22,206 shares during the quarter. FNY Investment […]

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Ullmann Wealth Partners Group LLC Buys Shares of 19,051 FTAI Infrastructure Inc. (NASDAQ:FIP)

Ullmann Wealth Partners Group LLC bought a new stake in FTAI Infrastructure Inc. (NASDAQ:FIP – Get Rating) during the 1st quarter, HoldingsChannel.com reports. The institutional investor bought 19,051 shares of the company’s stock, valued at approximately $57,000. Several other hedge funds have also recently made changes to their positions in FIP. Cladis Investment Advisory LLC […]

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Caterpillar Inc. (NYSE:CAT) Shares Acquired by Clarus Wealth Advisors

Clarus Wealth Advisors lifted its holdings in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) by 7.0% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 3,166 shares of the industrial products company’s stock after buying an additional 206 shares during the period. Clarus Wealth Advisors’ holdings in Caterpillar were worth $662,000 at the […]

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