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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 […] ....

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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 […] ....

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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 […] ....

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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 […] ....

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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 […] ....

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