2023-06-24 20:31
Heartwood Wealth Advisors LLC Grows Stock Position in Caterpillar Inc. (NYSE:CAT)
Heartwood Wealth Advisors LLC boosted its position in Caterpillar Inc. ( NYSE:CAT – Get Rating ) by 46.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,204 shares of the industrial products company's stock after buying an additional 700 shares during the quarter. Heartwood Wealth Advisors LLC's holdings in Caterpillar were worth $504,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
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https://www.dailypolitical.com/2023/06/24/heartwood-wealth-advisors-llc-grows-stock-position-in-caterpillar-inc-nysecat.html
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