Btc Capital Management Has Lifted Honeywell Intl (HON) Holding by $713,319; Puplava Financial Services Continues to Hold Position in Caterpillar Del (CAT)

February 18, 2018 - By Michael Collier

Puplava Financial Services Inc increased its stake in Caterpillar Inc Del (CAT) by 52.26% based on its latest 2017Q3 regulatory filing with the SEC. Puplava Financial Services Inc bought 18,821 shares as the company’s stock rose 3.62% with the market. The institutional investor held 54,832 shares of the capital goods company at the end of 2017Q3, valued at $6.84 million, up from 36,011 at the end of the previous reported quarter. Puplava Financial Services Inc who had been investing in Caterpillar Inc Del for a number of months, seems to be bullish on the $92.98B market cap company. The stock decreased 2.31% or $3.69 during the last trading session, reaching $156.29. About 5.99M shares traded or 12.01% up from the average. Caterpillar Inc. (NYSE:CAT) has risen 47.53% since February 18, 2017 and is uptrending. It has outperformed by 30.83% the S&P500.

Btc Capital Management Inc increased its stake in Honeywell Intl Inc (HON) by 8.3% based on its latest 2017Q3 regulatory filing with the SEC. Btc Capital Management Inc bought 5,059 shares as the company’s stock rose 5.49% with the market. The institutional investor held 66,013 shares of the o.e.m. company at the end of 2017Q3, valued at $9.37 million, up from 60,954 at the end of the previous reported quarter. Btc Capital Management Inc who had been investing in Honeywell Intl Inc for a number of months, seems to be bullish on the $115.83 billion market cap company. The stock increased 0.40% or $0.61 during the last trading session, reaching $154.03. About 2.80 million shares traded. Honeywell International Inc. (NYSE:HON) has risen 17.66% since February 18, 2017 and is uptrending. It has outperformed by 0.96% the S&P500.

Puplava Financial Services Inc, which manages about $312.12 million and $194.70 million US Long portfolio, decreased its stake in Unilever N V (NYSE:UN) by 6,081 shares to 6,375 shares, valued at $376,000 in 2017Q3, according to the filing. It also reduced its holding in Time Warner Inc (NYSE:TWX) by 15,852 shares in the quarter, leaving it with 12,434 shares, and cut its stake in Altria Group Inc (NYSE:MO).

Investors sentiment increased to 1.1 in Q3 2017. Its up 0.14, from 0.96 in 2017Q2. It is positive, as 50 investors sold CAT shares while 377 reduced holdings. 125 funds opened positions while 344 raised stakes. 401.83 million shares or 0.39% less from 403.41 million shares in 2017Q2 were reported. Renaissance Techs Ltd has 1.07M shares for 0.16% of their portfolio. Jfs Wealth Advsr Ltd Liability invested 0.15% in Caterpillar Inc. (NYSE:CAT). 25,174 are owned by Klingenstein Fields Ltd. Avalon Advsrs Ltd Liability Corporation has 0.28% invested in Caterpillar Inc. (NYSE:CAT). Maine-based Hm Payson has invested 0.08% in Caterpillar Inc. (NYSE:CAT). Tru Of Virginia Va accumulated 3,150 shares or 0.06% of the stock. Savings Bank Of Montreal Can reported 1.09M shares or 0.12% of all its holdings. Old Second Fincl Bank Of Aurora invested in 0.27% or 5,160 shares. First Bancorp & Of Newtown invested in 10,781 shares or 0.38% of the stock. Ahl Prtnrs Ltd Liability Partnership has invested 0.24% of its portfolio in Caterpillar Inc. (NYSE:CAT). Hancock Comm stated it has 0.05% of its portfolio in Caterpillar Inc. (NYSE:CAT). Carroll Fincl stated it has 3,970 shares. Mitchell Capital Mgmt holds 1,722 shares or 0.08% of its portfolio. Shell Asset Mngmt Co reported 151,709 shares stake. Great Lakes Advisors Limited stated it has 0.02% of its portfolio in Caterpillar Inc. (NYSE:CAT).

Since October 26, 2017, it had 0 insider buys, and 4 selling transactions for $16.35 million activity. 95,199 Caterpillar Inc. (NYSE:CAT) shares with value of $15.53 million were sold by Pellette Thomas A. De Lange Bob also sold $216,276 worth of Caterpillar Inc. (NYSE:CAT) on Thursday, October 26. Another trade for 528 shares valued at $84,723 was sold by Long Suzette M.

Among 31 analysts covering Caterpillar Inc. (NYSE:CAT), 16 have Buy rating, 4 Sell and 11 Hold. Therefore 52% are positive. Caterpillar Inc. had 120 analyst reports since July 27, 2015 according to SRatingsIntel. OTR Global downgraded Caterpillar Inc. (NYSE:CAT) on Monday, September 19 to “Mixed” rating. Credit Suisse maintained Caterpillar Inc. (NYSE:CAT) on Wednesday, October 18 with “Buy” rating. The rating was upgraded by J.P. Morgan on Monday, January 8 to “Buy”. On Wednesday, October 25 the stock rating was maintained by Citigroup with “Neutral”. As per Wednesday, August 2, the company rating was upgraded by Argus Research. On Wednesday, July 27 the stock rating was maintained by Citigroup with “Neutral”. On Monday, October 30 the stock rating was maintained by Tigress Financial with “Buy”. The rating was downgraded by Standpoint Research to “Sell” on Thursday, January 26. The stock of Caterpillar Inc. (NYSE:CAT) earned “Market Perform” rating by BMO Capital Markets on Friday, September 25. Vertical Research upgraded the shares of CAT in report on Friday, April 15 to “Buy” rating.

Investors sentiment increased to 1.14 in 2017 Q3. Its up 0.18, from 0.96 in 2017Q2. It is positive, as 42 investors sold HON shares while 453 reduced holdings. 99 funds opened positions while 465 raised stakes. 562.75 million shares or 0.04% less from 562.97 million shares in 2017Q2 were reported. The Illinois-based Whitnell And Com has invested 0.2% in Honeywell International Inc. (NYSE:HON). Adams Diversified Equity Fund invested 1.49% of its portfolio in Honeywell International Inc. (NYSE:HON). 2,726 are held by Gw Henssler Associate Ltd. Barbara Oil invested 1.57% of its portfolio in Honeywell International Inc. (NYSE:HON). Moreover, Silvercrest Asset Grp Incorporated Limited Liability has 0.02% invested in Honeywell International Inc. (NYSE:HON). Neuberger Berman Limited Liability Corp holds 1.52 million shares or 0.27% of its portfolio. Cornerstone reported 0.57% of its portfolio in Honeywell International Inc. (NYSE:HON). Alliancebernstein Lp, New York-based fund reported 6.46 million shares. City accumulated 3,589 shares. Blue Fincl Capital holds 0.21% in Honeywell International Inc. (NYSE:HON) or 2,473 shares. 4,538 are held by Shamrock Asset Mngmt Limited Liability. Sentinel Asset Mgmt Inc owns 324,400 shares or 1.1% of their US portfolio. Srb invested in 1,300 shares. Tradition Cap Ltd has 4,941 shares for 0.23% of their portfolio. Baring Asset Mngmt Ltd owns 22,239 shares.

Btc Capital Management Inc, which manages about $2.73 billion and $558.91M US Long portfolio, decreased its stake in Conocophillips (NYSE:COP) by 42,672 shares to 101,997 shares, valued at $5.11 million in 2017Q3, according to the filing. It also reduced its holding in Lam Research Corp (NASDAQ:LRCX) by 9,522 shares in the quarter, leaving it with 21,819 shares, and cut its stake in Apple Inc (NASDAQ:AAPL).

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By1 Michael Collier

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