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Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) Shares Sold by Syverson Strege & Co

Syverson Strege & Co lowered its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 1.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,439,732 shares of the company’s stock after selling 44,590 shares during the […]

Waterway-wealth-management
Lincoln-national-corp
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Fielder-capital-group
Equity-management-inc
Financial-council-asset-management-inc
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Syverson-strege
Free-report
Council-asset-management-inc
Capital-group

Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC) Shares Sold by Freedom Investment Management Inc.

Freedom Investment Management Inc. lowered its holdings in Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC – Free Report) by 12.6% during the fourth quarter, HoldingsChannel reports. The fund owned 133,983 shares of the company’s stock after selling 19,251 shares during the period. Fidelity MSCI Health Care Index ETF accounts for about 0.7% of Freedom Investment […]

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Waterway-wealth-management
Freedom-investment-management-inc
Aprio-wealth-management
Health-care-index
International-assets-investment-management
Richardc-young
Health-care
Freedom-investment-management
Care-index
Free-report

Coastwise Capital Group LLC Has $508,000 Stake in Caterpillar Inc. (NYSE:CAT)

Coastwise Capital Group LLC boosted its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 11.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,717 shares of the industrial products company’s stock after buying an additional 170 shares during the quarter. Coastwise Capital Group […]

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Coastwise-capital-group
Firethorn-wealth-partners
Waterway-wealth-management
Caterpillar
Axxcess-wealth-management
Farmers-trust-co
Caterpillar-inc
Its-construction-industries
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Rise-advisors
Goldman-sachs-group

Elevate Wealth Advisory Inc. Takes $1.22 Million Position in Caterpillar Inc. (NYSE:CAT)

Elevate Wealth Advisory Inc. acquired a new position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 4,134 shares of the industrial products company’s stock, valued at approximately $1,222,000. Caterpillar makes up […]

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Stifel-nicolaus
Elevate-wealth-advisory-inc
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Its-construction-industries
Caterpillar
Waterway-wealth-management
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Farmers-trust-co
Caterpillar-inc
Axxcess-wealth-management
Citigroup

Caterpillar Inc. (NYSE:CAT) Shares Sold by Azimuth Capital Investment Management LLC

Azimuth Capital Investment Management LLC decreased its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 1.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,560 shares of the industrial products company’s stock after selling 125 shares during the quarter. […]

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Cherylh-johnson
Citigroup
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Firethorn-wealth-partners
Rise-advisors
Goldman-sachs-group
Axxcess-wealth-management
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Caterpillar
Caterpillar-inc
Farmers-trust-co

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