Ubs Global Asset Management Americas Has Decreased Its Graham Holdings Co Class B (GHC) Stake by $144.61 Million as Stock Price Rose; Brookstone Capital Management Has Cut Caterpillar Del (CAT) Position as Valuation Declined

May 18, 2018 - By Michael Collier

Caterpillar Inc. (NYSE:CAT) Logo

Ubs Global Asset Management Americas Inc decreased its stake in Graham Holdings Co Class B (GHC) by 4.78% based on its latest 2017Q4 regulatory filing with the SEC. Ubs Global Asset Management Americas Inc sold 259 shares as the company’s stock rose 5.83% while stock markets declined. The institutional investor held 5,158 shares of the other consumer services company at the end of 2017Q4, valued at $2.88B, down from 5,417 at the end of the previous reported quarter. Ubs Global Asset Management Americas Inc who had been investing in Graham Holdings Co Class B for a number of months, seems to be less bullish one the $3.26 billion market cap company. The stock increased 0.28% or $1.7 during the last trading session, reaching $607.4. About 2,042 shares traded. Graham Holdings Company (NYSE:GHC) has risen 1.87% since May 18, 2017 and is uptrending. It has underperformed by 9.68% the S&P500.




Brookstone Capital Management decreased its stake in Caterpillar Inc Del (CAT) by 70.62% based on its latest 2017Q4 regulatory filing with the SEC. Brookstone Capital Management sold 46,228 shares as the company’s stock declined 5.62% with the market. The institutional investor held 19,231 shares of the capital goods company at the end of 2017Q4, valued at $3.03 million, down from 65,459 at the end of the previous reported quarter. Brookstone Capital Management who had been investing in Caterpillar Inc Del for a number of months, seems to be less bullish one the $92.83B market cap company. The stock increased 1.01% or $1.5598 during the last trading session, reaching $155.2498. About 1.28 million shares traded. Caterpillar Inc. (NYSE:CAT) has risen 60.63% since May 18, 2017 and is uptrending. It has outperformed by 49.08% the S&P500.

Since January 30, 2018, it had 1 insider buy, and 4 selling transactions for $23.72 million activity. Pellette Thomas A sold $15.53 million worth of stock or 95,199 shares. 4,532 shares valued at $705,496 were sold by Creed Joseph E on Friday, May 11. CALHOUN DAVID L also bought $776,850 worth of Caterpillar Inc. (NYSE:CAT) on Monday, May 14.

More notable recent Caterpillar Inc. (NYSE:CAT) news were published by: Investorplace.com which released: “Caterpillar Inc. Becomes a Proxy for Trump Disquiet” on May 18, 2018, also Seekingalpha.com with their article: “Caterpillar’s three-month rolling machine retail sales +28%” published on May 11, 2018, Seekingalpha.com published: “Buy Caterpillar On The Dip” on May 09, 2018. More interesting news about Caterpillar Inc. (NYSE:CAT) were released by: Seekingalpha.com and their article: “The Real Significance Of Caterpillar’s ‘High Watermark’ Comment” published on May 15, 2018 as well as Seekingalpha.com‘s news article titled: “Caterpillar: As Good As It Gets” with publication date: April 30, 2018.

Among 35 analysts covering Caterpillar Inc. (NYSE:CAT), 18 have Buy rating, 4 Sell and 13 Hold. Therefore 51% are positive. Caterpillar Inc. had 136 analyst reports since July 27, 2015 according to SRatingsIntel. The stock has “Buy” rating by Bank of America on Thursday, May 11. As per Wednesday, July 26, the company rating was maintained by Citigroup. The stock has “Buy” rating by UBS on Wednesday, October 25. The rating was initiated by Barclays Capital on Friday, September 25 with “Equal Weight”. Bank of America maintained Caterpillar Inc. (NYSE:CAT) rating on Friday, September 25. Bank of America has “Neutral” rating and $69 target. Jefferies maintained it with “Hold” rating and $69 target in Friday, March 18 report. The stock of Caterpillar Inc. (NYSE:CAT) earned “Hold” rating by RBC Capital Markets on Wednesday, July 26. The company was maintained on Wednesday, October 25 by Bank of America. As per Friday, January 26, the company rating was maintained by RBC Capital Markets. BMO Capital Markets maintained the stock with “Hold” rating in Tuesday, June 20 report.

Analysts await Caterpillar Inc. (NYSE:CAT) to report earnings on July, 24. They expect $2.57 earnings per share, up 72.48% or $1.08 from last year’s $1.49 per share. CAT’s profit will be $1.54B for 15.10 P/E if the $2.57 EPS becomes a reality. After $2.82 actual earnings per share reported by Caterpillar Inc. for the previous quarter, Wall Street now forecasts -8.87% negative EPS growth.

Brookstone Capital Management, which manages about $975.50M and $1.11B US Long portfolio, upped its stake in At&T Inc (NYSE:T) by 14,373 shares to 231,612 shares, valued at $9.01 million in 2017Q4, according to the filing. It also increased its holding in United Parcel Service Inc (NYSE:UPS) by 4,372 shares in the quarter, for a total of 56,108 shares, and has risen its stake in Ishares Tr (PFF).

Investors sentiment increased to 1.13 in Q4 2017. Its up 0.03, from 1.1 in 2017Q3. It increased, as 55 investors sold CAT shares while 401 reduced holdings. 162 funds opened positions while 352 raised stakes. 402.55 million shares or 0.18% more from 401.83 million shares in 2017Q3 were reported. Argent Trust Com has 0.1% invested in Caterpillar Inc. (NYSE:CAT) for 2,427 shares. Fernwood Invest Mgmt Ltd Co stated it has 0.63% of its portfolio in Caterpillar Inc. (NYSE:CAT). Baker Avenue Asset Mngmt LP owns 9,979 shares or 0.15% of their US portfolio. First Tru Limited Partnership invested in 0.12% or 332,161 shares. First Mercantile reported 0.08% of its portfolio in Caterpillar Inc. (NYSE:CAT). Jefferies Gp Incorporated Limited Liability Company has invested 0.01% in Caterpillar Inc. (NYSE:CAT). Bath Savings Tru holds 0.11% or 2,686 shares. Moreover, Suntrust Banks has 0.31% invested in Caterpillar Inc. (NYSE:CAT). Madison Inv Incorporated holds 0.21% or 78,623 shares in its portfolio. Northeast Investment Mgmt holds 0.21% or 16,127 shares in its portfolio. Arosa Cap Mngmt Lp holds 1.56% in Caterpillar Inc. (NYSE:CAT) or 64,661 shares. The Minnesota-based Bremer Tru National Association has invested 0.07% in Caterpillar Inc. (NYSE:CAT). Olstein Capital LP owns 22,000 shares. Moreover, Sei Invests has 0.14% invested in Caterpillar Inc. (NYSE:CAT). Premier Asset Management Ltd Liability Co stated it has 0.12% of its portfolio in Caterpillar Inc. (NYSE:CAT).

Ubs Global Asset Management Americas Inc, which manages about $117998.02B US Long portfolio, upped its stake in Universal Healthservices Ser B (NYSE:UHS) by 3,956 shares to 265,798 shares, valued at $30.13B in 2017Q4, according to the filing. It also increased its holding in Rr Donnelley &#38 Sons Co by 17,253 shares in the quarter, for a total of 72,678 shares, and has risen its stake in Simon Property Group Usd0 0001 (NYSE:SPG).

More notable recent Graham Holdings Company (NYSE:GHC) news were published by: Streetinsider.com which released: “Graham’s (GHC) Kaplan Acquires Professional Publications, Inc.” on May 04, 2018, also Seekingalpha.com with their article: “Tracking Warren Buffett’s Berkshire Hathaway Portfolio – Q1 2018 Update” published on May 16, 2018, Streetinsider.com published: “Buffett’s Berkshire 13F Confirms Increase in Apple (AAPL) Stake Along with Increase in Holdings of Teva (TEVA) (More…)” on May 15, 2018. More interesting news about Graham Holdings Company (NYSE:GHC) were released by: Benzinga.com and their article: “Q1 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolio” published on May 16, 2018 as well as Globenewswire.com‘s news article titled: “Detailed Research: Economic Perspectives on NewMarket, MSG Networks, Iridium Communications, ACI Worldwide …” with publication date: May 02, 2018.

Caterpillar Inc. (NYSE:CAT) Institutional Positions Chart

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