Fonville Wealth Management LLC purchased a new position in Caterpillar Inc. (NYSE:CAT – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 527 shares of the industrial products company’s stock, valued at approximately $206,000. Other hedge funds have also recently made changes to their […]

Phillips Wealth Planners LLC increased its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 25.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 835 shares of the industrial products company’s stock after acquiring an additional 169 shares during the […]

Affinity Investment Advisors LLC trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 0.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,527 shares of the industrial products company’s stock after selling 36 shares during the quarter. Caterpillar […]

Fonville Wealth Management LLC lifted its position in The Southern Company (NYSE:SO – Free Report) by 6.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,575 shares of the utilities provider’s stock after purchasing an additional 265 shares during the quarter. Fonville […]