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Silver Oak Advisory Group Inc. Has $2 Million Stock Position in Vanguard ESG International Stock ETF (BATS:VSGX)

Silver Oak Advisory Group Inc. lifted its holdings in Vanguard ESG International Stock ETF (BATS:VSGX – Free Report) by 7.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 36,130 shares of the company’s stock after purchasing an additional 2,413 shares […]

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Arista Wealth Management LLC Decreases Stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR)

Arista Wealth Management LLC Decreases Stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR)
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Braun Bostich & Associates Inc. Makes New Investment in Caterpillar Inc. (NYSE:CAT)

Braun Bostich & Associates Inc. bought a new position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,556 shares of the industrial products company’s stock, valued at approximately $460,000. Other […]

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Hartford Financial Management Inc. Sells 193 Shares of Caterpillar Inc. (NYSE:CAT)

Hartford Financial Management Inc. lessened its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 0.8% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 23,292 shares of the industrial products company’s stock after selling 193 shares during the period. Caterpillar makes up approximately […]

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Caterpillar Inc. (NYSE:CAT) Shares Sold by Harbor Investment Advisory LLC

Caterpillar Inc. (NYSE:CAT) Shares Sold by Harbor Investment Advisory LLC
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