Kb Financial Group (KB) Shareholder Mittleman Brothers Has Raised Holding; Caterpillar Del (CAT) Holder Puplava Financial Services Has Lifted Its Position by $2.33 Million as Stock Price Rose

February 15, 2018 - By Elijah Rosenthal

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 $6.84M, 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 $94.04 billion market cap company. The stock increased 2.66% or $4.09 during the last trading session, reaching $158.06. About 5.56 million shares traded or 6.31% up from the average. Caterpillar Inc. (NYSE:CAT) has risen 47.53% since February 15, 2017 and is uptrending. It has outperformed by 30.83% the S&P500.

Mittleman Brothers Llc increased its stake in Kb Financial Group Inc (KB) by 6.69% based on its latest 2017Q3 regulatory filing with the SEC. Mittleman Brothers Llc bought 28,496 shares as the company’s stock rose 13.78% with the market. The hedge fund held 454,222 shares of the commercial banks company at the end of 2017Q3, valued at $22.27 million, up from 425,726 at the end of the previous reported quarter. Mittleman Brothers Llc who had been investing in Kb Financial Group Inc for a number of months, seems to be bullish on the $24.25 billion market cap company. The stock increased 3.84% or $2.24 during the last trading session, reaching $60.57. About 124,453 shares traded or 0.08% up from the average. KB Financial Group Inc. (NYSE:KB) has risen 65.33% since February 15, 2017 and is uptrending. It has outperformed by 48.63% the S&P500.

Puplava Financial Services Inc, which manages about $312.12M and $194.70M US Long portfolio, decreased its stake in Select Sector Spdr Tr (XLP) by 10,051 shares to 12,450 shares, valued at $672,000 in 2017Q3, according to the filing. It also reduced its holding in Ishares Tr (IWD) by 3,032 shares in the quarter, leaving it with 113,042 shares, and cut its stake in Kraft Heinz Co.

Since October 26, 2017, it had 0 insider buys, and 4 sales for $16.35 million activity. De Lange Bob had sold 1,572 shares worth $216,276. Another trade for 528 shares valued at $84,723 was sold by Long Suzette M. Pellette Thomas A sold $15.53 million worth of stock.

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. Vestor Capital Limited Co reported 411 shares. Zeke Cap Ltd Com reported 9,406 shares. Banque Pictet Cie Sa, a Switzerland-based fund reported 17,200 shares. Allsquare Wealth Mngmt Limited Liability Company invested 0.07% in Caterpillar Inc. (NYSE:CAT). Bath Savings Tru accumulated 3,011 shares. Mercer Advisers Inc has 150 shares. Cullinan Assoc owns 21,130 shares. Boys Arnold And stated it has 0.19% in Caterpillar Inc. (NYSE:CAT). Bankshares has 59 shares for 0% of their portfolio. Pinnacle reported 55,184 shares or 0.13% of all its holdings. Glenview Bank Trust Dept reported 3.21% of its portfolio in Caterpillar Inc. (NYSE:CAT). Ls Ltd Limited Liability Company invested 0.19% in Caterpillar Inc. (NYSE:CAT). Commonwealth Fincl Bank Of has 0.12% invested in Caterpillar Inc. (NYSE:CAT). Winslow Asset Mngmt Inc has invested 0.08% of its portfolio in Caterpillar Inc. (NYSE:CAT). Chemung Canal invested in 2,162 shares or 0.06% of the stock.

Among 31 analysts covering Caterpillar Inc. (NYSE:CAT), 16 have Buy rating, 4 Sell and 11 Hold. Therefore 52% are positive. Caterpillar Inc. had 119 analyst reports since July 27, 2015 according to SRatingsIntel. The stock of Caterpillar Inc. (NYSE:CAT) earned “Buy” rating by Tigress Financial on Monday, October 30. Argus Research maintained Caterpillar Inc. (NYSE:CAT) on Thursday, February 1 with “Buy” rating. The rating was maintained by Stifel Nicolaus on Friday, September 25 with “Buy”. On Friday, March 18 the stock rating was maintained by Citigroup with “Neutral”. Credit Suisse downgraded it to “Hold” rating and $133.0 target in Thursday, September 21 report. The firm has “Hold” rating given on Wednesday, December 13 by Credit Suisse. The rating was downgraded by OTR Global to “Mixed” on Monday, September 19. As per Monday, August 28, the company rating was maintained by Jefferies. The firm has “Neutral” rating by Robert W. Baird given on Wednesday, October 25. The firm earned “Overweight” rating on Wednesday, January 24 by Barclays Capital.

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