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 […]
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 […]
Axxcess Wealth Management LLC raised its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 12.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 57,287 shares of the credit-card processor’s stock after purchasing an additional 6,356 shares during […]
Motley Fool Wealth Management LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 459,182 shares of the information services provider’s stock after selling 26,090 shares during the quarter. Alphabet comprises […]
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 […]
Apollon Wealth Management LLC grew its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 55.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 49,309 shares of the footwear maker’s stock after buying an additional 17,502 shares during the […]
Axxcess Wealth Management LLC grew its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 8.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 70,143 shares of the company’s stock after purchasing an additional 5,717 shares during the period. Axxcess Wealth Management LLC’s holdings […]
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 […]
Brandywine Oak Private Wealth LLC cut its stake in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 3.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,847 shares of the company’s stock after selling 272 shares during the […]
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 […]
Gilliland Jeter Wealth Management LLC bought a new position in Merck & Co., Inc. (NYSE:MRK – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 30,727 shares of the company’s stock, valued at approximately $3,350,000. Merck & Co., […]
Empirical Financial Services LLC d.b.a. Empirical Wealth Management reduced its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 12.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 44,041 shares of the electric vehicle producer’s stock after selling […]