Sather Financial Group Position in Core Laboratories N V (CLB) Lowered by $330,750; Caterpillar Del (CAT) Holder Puplava Financial Services Has Raised Position by $2.33 Million as Valuation Rose

February 21, 2018 - By Linda Rogers

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 $93.70 billion market cap company. The stock increased 1.24% or $1.93 during the last trading session, reaching $157.49. About 2.71M shares traded. Caterpillar Inc. (NYSE:CAT) has risen 47.53% since February 21, 2017 and is uptrending. It has outperformed by 30.83% the S&P500.

Sather Financial Group Inc decreased its stake in Core Laboratories N V (CLB) by 6.69% based on its latest 2017Q3 regulatory filing with the SEC. Sather Financial Group Inc sold 3,375 shares as the company’s stock declined 4.78% while stock markets rallied. The institutional investor held 47,071 shares of the oilfield services and equipment company at the end of 2017Q3, valued at $4.65M, down from 50,446 at the end of the previous reported quarter. Sather Financial Group Inc who had been investing in Core Laboratories N V for a number of months, seems to be less bullish one the $4.66 billion market cap company. The stock decreased 0.64% or $0.68 during the last trading session, reaching $105.51. About 323,137 shares traded. Core Laboratories N.V. (NYSE:CLB) has declined 5.82% since February 21, 2017 and is downtrending. It has underperformed by 22.52% the S&P500.

Investors sentiment decreased to 1.07 in Q3 2017. Its down 0.01, from 1.08 in 2017Q2. It worsened, as 45 investors sold CLB shares while 99 reduced holdings. 42 funds opened positions while 112 raised stakes. 49.25 million shares or 6.07% more from 46.43 million shares in 2017Q2 were reported. Morgan Stanley holds 0.01% or 227,290 shares. Smithfield Company accumulated 3,500 shares or 0.05% of the stock. Panagora Asset has 22,986 shares for 0.01% of their portfolio. Biondo Inv Advisors Ltd Liability has invested 1.04% in Core Laboratories N.V. (NYSE:CLB). Atlantic Group Ltd Liability Corporation owns 9,400 shares. Livforsakringsbolaget Skandia Omsesidigt reported 819 shares stake. State Board Of Administration Of Florida Retirement Sys invested 0% of its portfolio in Core Laboratories N.V. (NYSE:CLB). Peoples Fincl holds 0% of its portfolio in Core Laboratories N.V. (NYSE:CLB) for 42 shares. Needham Investment Ltd holds 0.15% or 6,000 shares in its portfolio. World Asset Mngmt holds 2,286 shares or 0.01% of its portfolio. Winfield owns 0% invested in Core Laboratories N.V. (NYSE:CLB) for 5 shares. State Of Wisconsin Board owns 86,218 shares or 0.03% of their US portfolio. State Treasurer State Of Michigan holds 0.01% of its portfolio in Core Laboratories N.V. (NYSE:CLB) for 16,600 shares. Eqis Cap Mgmt Inc invested in 5,311 shares or 0.03% of the stock. California State Teachers Retirement System holds 11,240 shares or 0% of its portfolio.

Analysts await Core Laboratories N.V. (NYSE:CLB) to report earnings on April, 18. They expect $0.58 EPS, up 38.10% or $0.16 from last year’s $0.42 per share. CLB’s profit will be $25.62 million for 45.48 P/E if the $0.58 EPS becomes a reality. After $0.58 actual EPS reported by Core Laboratories N.V. for the previous quarter, Wall Street now forecasts 0.00% EPS growth.

Among 23 analysts covering Core Laboratories (NYSE:CLB), 12 have Buy rating, 0 Sell and 11 Hold. Therefore 52% are positive. Core Laboratories had 52 analyst reports since August 24, 2015 according to SRatingsIntel. The firm earned “Sector Perform” rating on Friday, January 29 by Howard Weil. On Tuesday, January 26 the stock rating was downgraded by HSBC to “Red”. The rating was upgraded by Credit Suisse on Thursday, August 24 to “Outperform”. The rating was maintained by Cowen & Co on Friday, October 6 with “Hold”. The firm has “Hold” rating by Piper Jaffray given on Monday, July 24. The firm has “Neutral” rating given on Tuesday, December 13 by UBS. The stock has “Buy” rating by RBC Capital Markets on Friday, June 16. The rating was maintained by RBC Capital Markets with “Buy” on Monday, January 29. The stock of Core Laboratories N.V. (NYSE:CLB) has “Buy” rating given on Thursday, December 21 by RBC Capital Markets. The stock of Core Laboratories N.V. (NYSE:CLB) has “Market Perform” rating given on Monday, October 26 by Cowen & Co.

Sather Financial Group Inc, which manages about $361.65 million and $365.11 million US Long portfolio, upped its stake in Unilever Plc (NYSE:UL) by 10,700 shares to 127,835 shares, valued at $7.41 million in 2017Q3, according to the filing. It also increased its holding in Us Bancorp Del (NYSE:USB) by 7,011 shares in the quarter, for a total of 110,288 shares, and has risen its stake in Pepsico Inc (NYSE:PEP).

Since October 26, 2017, it had 0 buys, and 4 selling transactions for $16.35 million activity. On Thursday, October 26 the insider De Lange Bob sold $216,276. $15.53M worth of stock was sold by Pellette Thomas A on Wednesday, January 31. DICKINSON DANIEL M sold $522,724 worth of stock or 3,813 shares.

Puplava Financial Services Inc, which manages about $312.12 million and $194.70 million 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 Exxon Mobil Corp (NYSE:XOM) by 81,061 shares in the quarter, leaving it with 4,290 shares, and cut its stake in Kraft Heinz Co.

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. The stock has “Hold” rating by Stifel Nicolaus on Wednesday, January 24. BMO Capital Markets maintained the shares of CAT in report on Thursday, September 14 with “Outperform” rating. Stifel Nicolaus maintained the stock with “Hold” rating in Wednesday, October 25 report. Jefferies maintained Caterpillar Inc. (NYSE:CAT) on Friday, January 26 with “Hold” rating. Raymond James maintained Caterpillar Inc. (NYSE:CAT) rating on Friday, April 28. Raymond James has “Buy” rating and $55 target. The company was maintained on Wednesday, October 25 by Deutsche Bank. RBC Capital Markets maintained Caterpillar Inc. (NYSE:CAT) rating on Friday, January 26. RBC Capital Markets has “Hold” rating and $188.0 target. On Monday, December 5 the stock rating was maintained by JP Morgan with “Neutral”. The rating was maintained by Stifel Nicolaus with “Hold” on Wednesday, April 26. The stock has “Buy” rating by J.P. Morgan on Monday, January 8.

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