Fisher Asset Management LLC lifted its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,145,840 shares of the industrial products company’s stock after acquiring an additional 179,908 shares during the quarter. Caterpillar […]
Apollon Wealth Management LLC boosted its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 53.6% in the fourth quarter, Holdings Channel reports. The fund owned 21,674 shares of the industrial products company’s stock after purchasing an additional 7,565 shares during the quarter. Apollon Wealth Management LLC’s holdings in Caterpillar were worth $6,408,000 […]
Baxter Bros Inc. trimmed its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 12.1% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 870 shares of the industrial products company’s stock after selling 120 shares during the quarter. Baxter Bros Inc.’s holdings in Caterpillar were worth […]
Cozad Asset Management Inc. grew its position in shares of American Express (NYSE:AXP – Free Report) by 14.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 1,958 shares of the payment services company’s stock after purchasing an additional 245 shares during the quarter. Cozad […]
Mission Wealth Management LP boosted its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 3.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 11,262 shares of the CRM provider’s stock after buying an additional 383 shares during the quarter. Mission Wealth […]
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 […]
Todd Asset Management LLC bought a new position in FedEx Co. (NYSE:FDX – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund bought 76,181 shares of the shipping service provider’s stock, valued at approximately $19,272,000. Other large investors have also recently made changes to their positions in the company. Financial Management Professionals Inc. grew […]
Heritage Wealth Management LLC bought a new position in Visa Inc. (NYSE:V – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The firm bought 6,879 shares of the credit-card processor’s stock, valued at approximately $1,791,000. Visa accounts for approximately 1.0% of Heritage Wealth Management LLC’s investment portfolio, making […]
Account Management LLC increased its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 29.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 69,655 shares of the utilities provider’s stock after acquiring an additional 15,840 shares during the […]
Meixler Investment Management Ltd. increased its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 194.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,407 shares of the home improvement retailer’s stock after acquiring an additional 4,892 shares during […]
Meritage Portfolio Management grew its stake in Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 1.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 62,352 shares of the information technology services provider’s stock after purchasing an additional 676 shares during […]
N.E.W. Advisory Services LLC lowered its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 3.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,483 shares of the industrial products company’s stock after selling 55 shares during the period. N.E.W. Advisory Services LLC’s holdings in Caterpillar […]