• Caterpillar Inc. (NYSE:CAT) Shares Sold by Institute for Wealth Management LLC.

    Institute for Wealth Management LLC. decreased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,082 shares of the industrial products company’s stock after selling 55 shares during the quarter. […]

  • Fulton Breakefield Broenniman LLC Sells 182 Shares of Caterpillar Inc. (NYSE:CAT)

    Fulton Breakefield Broenniman LLC cut its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 8.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 1,882 shares of the industrial products company’s stock after selling 182 shares during the quarter. Fulton Breakefield Broenniman LLC’s holdings in Caterpillar were worth $556,000 as of its most […]

  • Waste Management, Inc. (NYSE:WM) Stock Holdings Increased by Abbrea Capital LLC

    Abbrea Capital LLC boosted its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 3.6% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,588 shares of the business services provider’s stock after purchasing an additional 90 shares during the period. Abbrea Capital LLC’s […]

  • MCF Advisors LLC Increases Stock Holdings in Waste Management, Inc. (NYSE:WM)

    MCF Advisors LLC lifted its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 10.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,563 shares of the business services provider’s stock after acquiring an additional 343 shares during […]

  • Pekin Hardy Strauss Inc. Increases Stock Holdings in Philip Morris International Inc. (NYSE:PM)

    Pekin Hardy Strauss Inc. boosted its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 0.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 29,316 shares of the company’s stock after buying an additional 113 shares during the quarter. Pekin Hardy Strauss […]

  • Naviter Wealth LLC Increases Position in Visa Inc. (NYSE:V)

    Naviter Wealth LLC raised its position in shares of Visa Inc. (NYSE:V – Free Report) by 21.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,435 shares of the credit-card processor’s stock after purchasing an additional 1,647 shares during the period. Naviter Wealth […]

  • Sfmg LLC Increases Position in The Home Depot, Inc. (NYSE:HD)

    Sfmg LLC raised its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 2.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,379 shares of the home improvement retailer’s stock after buying an additional 127 shares during […]

  • Certuity LLC Has $1.38 Million Holdings in AbbVie Inc. (NYSE:ABBV)

    Certuity LLC lifted its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 81.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,928 shares of the company’s stock after buying an additional 3,999 shares during the quarter. […]

  • Anchor Capital Advisors LLC Reduces Holdings in Watsco, Inc. (NYSE:WSO)

    Anchor Capital Advisors LLC reduced its holdings in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 6.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 165,177 shares of the construction company’s stock after selling 10,579 shares during the quarter. Watsco makes up approximately 1.9% of Anchor Capital Advisors LLC’s investment portfolio, making the […]

  • Resonant Capital Advisors LLC Reduces Holdings in AutoZone, Inc. (NYSE:AZO)

    Resonant Capital Advisors LLC trimmed its stake in AutoZone, Inc. (NYSE:AZO – Free Report) by 17.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,308 shares of the company’s stock after selling 283 shares during the period. Resonant Capital Advisors LLC’s holdings […]

  • Livforsakringsbolaget Skandia Omsesidigt Buys 363 Shares of Caterpillar Inc. (NYSE:CAT)

    Livforsakringsbolaget Skandia Omsesidigt boosted its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 59.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 976 shares of the industrial products company’s stock after purchasing an additional 363 shares during the […]

  • Addison Advisors LLC Increases Stock Position in Merck & Co., Inc. (NYSE:MRK)

    Addison Advisors LLC increased its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 21.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,915 shares of the company’s stock after buying an additional 1,047 shares during the period. Addison […]