Hilton Capital Management Stake in Lennox International (LII) Boosted by $601,640 as Market Valuation Rose; Puplava Financial Services Continues to Hold Stake in Caterpillar Del (CAT)

February 22, 2018 - By Dolores Ford

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 $94.72 billion market cap company. The stock increased 2.56% or $3.98 during the last trading session, reaching $159.21. About 2.02M shares traded. Caterpillar Inc. (NYSE:CAT) has risen 47.53% since February 22, 2017 and is uptrending. It has outperformed by 30.83% the S&P500.

Hilton Capital Management Llc increased its stake in Lennox International Inc. (LII) by 5.76% based on its latest 2017Q3 regulatory filing with the SEC. Hilton Capital Management Llc bought 3,380 shares as the company’s stock rose 7.97% with the market. The hedge fund held 62,063 shares of the capital goods company at the end of 2017Q3, valued at $11.11 million, up from 58,683 at the end of the previous reported quarter. Hilton Capital Management Llc who had been investing in Lennox International Inc. for a number of months, seems to be bullish on the $8.48 billion market cap company. The stock increased 1.66% or $3.37 during the last trading session, reaching $205.97. About 108,925 shares traded. Lennox International Inc. (NYSE:LII) has risen 31.87% since February 22, 2017 and is uptrending. It has outperformed by 15.17% the S&P500.

Investors sentiment increased to 1.1 in 2017 Q3. Its up 0.14, from 0.96 in 2017Q2. It increased, 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. Acadian Asset Mngmt Ltd Liability Corp has invested 0% in Caterpillar Inc. (NYSE:CAT). Thrivent Finance For Lutherans has 0.01% invested in Caterpillar Inc. (NYSE:CAT). Utah Retirement Sys stated it has 104,279 shares or 0.29% of all its holdings. Intact Inv Mngmt stated it has 1,800 shares. Blue Edge Cap Lc reported 8,914 shares. King Luther Cap Corporation stated it has 10,487 shares. Walter Keenan Fincl Consulting Mi Adv holds 2,090 shares. Fjarde Ap holds 0.34% or 143,342 shares in its portfolio. Hartford Fin Management owns 0.81% invested in Caterpillar Inc. (NYSE:CAT) for 12,814 shares. Fort Point Cap Prtnrs Ltd Liability Co invested 0.39% of its portfolio in Caterpillar Inc. (NYSE:CAT). Palisade Asset Management Ltd Com holds 0.18% or 7,721 shares in its portfolio. Franklin Res holds 0.27% of its portfolio in Caterpillar Inc. (NYSE:CAT) for 4.42M shares. Meiji Yasuda Life has invested 0.34% in Caterpillar Inc. (NYSE:CAT). Alesco Advsr Ltd Limited Liability Company reported 0.01% in Caterpillar Inc. (NYSE:CAT). Guggenheim Capital Ltd Liability Corporation accumulated 398,140 shares.

Since October 26, 2017, it had 0 insider buys, and 4 sales for $16.35 million activity. On Wednesday, January 31 Pellette Thomas A sold $15.53M worth of Caterpillar Inc. (NYSE:CAT) or 95,199 shares. 1,572 Caterpillar Inc. (NYSE:CAT) shares with value of $216,276 were sold by De Lange Bob. Long Suzette M sold 528 shares worth $84,723.

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 firm has “Mixed” rating given on Monday, September 19 by OTR Global. UBS maintained Caterpillar Inc. (NYSE:CAT) on Friday, January 5 with “Buy” rating. RBC Capital Markets maintained it with “Hold” rating and $174.0 target in Thursday, January 11 report. On Thursday, February 1 the stock rating was maintained by Argus Research with “Buy”. Jefferies maintained the shares of CAT in report on Tuesday, May 30 with “Hold” rating. The rating was maintained by RBC Capital Markets with “Hold” on Sunday, August 27. The stock of Caterpillar Inc. (NYSE:CAT) has “Hold” rating given on Friday, January 26 by Jefferies. The firm has “Hold” rating by Credit Suisse given on Wednesday, December 13. S&P Research downgraded the stock to “Sell” rating in Friday, October 23 report. BMO Capital Markets maintained Caterpillar Inc. (NYSE:CAT) rating on Thursday, September 14. BMO Capital Markets has “Outperform” rating and $150 target.

Puplava Financial Services Inc, which manages about $312.12 million and $194.70 million US Long portfolio, decreased its stake in Time Warner Inc (NYSE:TWX) by 15,852 shares to 12,434 shares, valued at $1.27M in 2017Q3, according to the filing. It also reduced its holding in Unilever N V (NYSE:UN) by 6,081 shares in the quarter, leaving it with 6,375 shares, and cut its stake in Microsoft Corp (NASDAQ:MSFT).

Among 16 analysts covering Lennox International Inc. (NYSE:LII), 5 have Buy rating, 1 Sell and 10 Hold. Therefore 31% are positive. Lennox International Inc. had 57 analyst reports since July 21, 2015 according to SRatingsIntel. On Tuesday, February 6 the stock rating was maintained by Robert W. Baird with “Buy”. Morgan Stanley maintained the stock with “Underweight” rating in Tuesday, October 24 report. The firm has “Hold” rating given on Monday, October 23 by Stifel Nicolaus. The company was maintained on Wednesday, July 19 by Stifel Nicolaus. The stock of Lennox International Inc. (NYSE:LII) has “Sector Weight” rating given on Thursday, April 14 by KeyBanc Capital Markets. As per Monday, October 5, the company rating was maintained by Barclays Capital. On Tuesday, April 19 the stock rating was maintained by Morgan Stanley with “Equal-Weight”. As per Wednesday, November 11, the company rating was downgraded by JP Morgan. The firm has “Hold” rating given on Tuesday, January 23 by UBS. Stifel Nicolaus maintained the shares of LII in report on Thursday, December 14 with “Hold” rating.

Hilton Capital Management Llc, which manages about $589.79 million and $573.00M US Long portfolio, decreased its stake in Enterprise Prods Partners L Com Unit (NYSE:EPD) by 169,991 shares to 643,970 shares, valued at $16.79M in 2017Q3, according to the filing. It also reduced its holding in Magellan Midstream Partners Lp (NYSE:MMP) by 10,835 shares in the quarter, leaving it with 215,421 shares, and cut its stake in Hsbc Holdings Plc Ser A Fc 12/21/12 (Prn).

Since October 2, 2017, it had 0 insider buys, and 10 sales for $8.01 million activity. $1.49M worth of stock was sold by Young Douglas L on Thursday, October 26. JOHNSTON TERRY L sold $307,896 worth of Lennox International Inc. (NYSE:LII) on Tuesday, December 12. 12,901 shares were sold by Bluedorn Todd M, worth $2.72 million on Thursday, January 4. Torres John D also sold $863,633 worth of Lennox International Inc. (NYSE:LII) shares. The insider Reitmeier Joseph William sold $177,973. The insider SCHMIDT PAUL W sold 750 shares worth $145,094.

- Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.

By

Free Email Newsletter

Enter your email address below to get the latest news and analysts' ratings for your stocks with our FREE daily email newsletter:


>