As Vornado Realty Trust (VNO) Share Value Declined, Adelante Capital Management Has Raised by $1.71 Million Its Position; Caterpillar Del (CAT) Holder Arete Wealth Advisors Trimmed Its Position by $2.54 Million

April 19, 2018 - By Darrin Black

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Adelante Capital Management Llc increased its stake in Vornado Realty Trust (VNO) by 2.33% based on its latest 2017Q4 regulatory filing with the SEC. Adelante Capital Management Llc bought 21,937 shares as the company’s stock declined 14.56% with the market. The hedge fund held 962,529 shares of the real estate investment trusts company at the end of 2017Q4, valued at $75.25M, up from 940,592 at the end of the previous reported quarter. Adelante Capital Management Llc who had been investing in Vornado Realty Trust for a number of months, seems to be bullish on the $13.57 billion market cap company. The stock decreased 0.46% or $0.31 during the last trading session, reaching $66.9. About 655,461 shares traded. Vornado Realty Trust (NYSE:VNO) has declined 18.58% since April 19, 2017 and is downtrending. It has underperformed by 30.13% the S&P500.

Arete Wealth Advisors Llc decreased its stake in Caterpillar Inc Del (CAT) by 90.23% based on its latest 2017Q4 regulatory filing with the SEC. Arete Wealth Advisors Llc sold 16,203 shares as the company’s stock declined 5.62% with the market. The institutional investor held 1,754 shares of the capital goods company at the end of 2017Q4, valued at $276,000, down from 17,957 at the end of the previous reported quarter. Arete Wealth Advisors Llc who had been investing in Caterpillar Inc Del for a number of months, seems to be less bullish one the $93.20 billion market cap company. The stock increased 1.72% or $2.64 during the last trading session, reaching $155.95. About 3.09M shares traded. Caterpillar Inc. (NYSE:CAT) has risen 60.63% since April 19, 2017 and is uptrending. It has outperformed by 49.08% the S&P500.

Since October 26, 2017, it had 0 insider buys, and 4 insider sales for $16.35 million activity. The insider Long Suzette M sold 528 shares worth $84,723. Shares for $15.53 million were sold by Pellette Thomas A. Shares for $522,724 were sold by DICKINSON DANIEL M on Monday, October 30.

Arete Wealth Advisors Llc, which manages about $501.94 million and $307.10M US Long portfolio, upped its stake in Vanguard Tax Managed Intl Fd (VEA) by 8,111 shares to 43,391 shares, valued at $1.95 million in 2017Q4, according to the filing. It also increased its holding in Ishares (EFV) by 9,174 shares in the quarter, for a total of 35,356 shares, and has risen its stake in Ishares Tr (IVV).

Investors sentiment increased to 1.13 in Q4 2017. Its up 0.03, from 1.1 in 2017Q3. It improved, 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. Texas Permanent School Fund, Texas-based fund reported 162,411 shares. First Heartland Consultants reported 1,780 shares stake. Pillar Pacific Cap Mngmt Lc accumulated 62,438 shares. Bb&T Limited Liability Com has invested 0.14% in Caterpillar Inc. (NYSE:CAT). Cambridge Trust accumulated 0.01% or 1,367 shares. Hudson Valley Invest Advsr Adv reported 0.2% of its portfolio in Caterpillar Inc. (NYSE:CAT). Pathstone Family Office Ltd Liability accumulated 110 shares. Atlantic Group Limited Liability Company reported 35,551 shares or 0.02% of all its holdings. Waters Parkerson & Limited Liability Co reported 2,825 shares stake. Trillium Asset Mngmt Ltd holds 0.02% or 2,435 shares in its portfolio. First Manhattan reported 0% in Caterpillar Inc. (NYSE:CAT). Mairs & invested 0.01% of its portfolio in Caterpillar Inc. (NYSE:CAT). Smith Moore & reported 5,443 shares stake. Howe & Rusling Inc holds 0.06% in Caterpillar Inc. (NYSE:CAT) or 2,248 shares. 3,657 are owned by S R Schill Assoc.

Among 34 analysts covering Caterpillar Inc. (NYSE:CAT), 18 have Buy rating, 4 Sell and 12 Hold. Therefore 53% are positive. Caterpillar Inc. had 125 analyst reports since July 27, 2015 according to SRatingsIntel. The stock of Caterpillar Inc. (NYSE:CAT) earned “Hold” rating by Stifel Nicolaus on Wednesday, April 26. The stock of Caterpillar Inc. (NYSE:CAT) has “Overweight” rating given on Wednesday, January 24 by Barclays Capital. The firm has “Sell” rating by S&P Research given on Friday, October 23. On Thursday, January 18 the stock rating was maintained by Jefferies with “Hold”. As per Tuesday, April 26, the company rating was upgraded by Argus Research. The firm has “Hold” rating by Stifel Nicolaus given on Wednesday, October 25. RBC Capital Markets maintained Caterpillar Inc. (NYSE:CAT) on Wednesday, October 25 with “Hold” rating. The firm has “Hold” rating given on Tuesday, October 10 by Robert W. Baird. Goldman Sachs upgraded Caterpillar Inc. (NYSE:CAT) rating on Wednesday, April 5. Goldman Sachs has “Conviction Buy” rating and $120 target. Stifel Nicolaus maintained it with “Hold” rating and $12000 target in Monday, July 24 report.

Analysts await Caterpillar Inc. (NYSE:CAT) to report earnings on April, 24 before the open. They expect $2.06 earnings per share, up 60.94% or $0.78 from last year’s $1.28 per share. CAT’s profit will be $1.23B for 18.93 P/E if the $2.06 EPS becomes a reality. After $2.16 actual earnings per share reported by Caterpillar Inc. for the previous quarter, Wall Street now forecasts -4.63% negative EPS growth.

Investors sentiment decreased to 0.99 in 2017 Q4. Its down 0.06, from 1.05 in 2017Q3. It dived, as 34 investors sold VNO shares while 135 reduced holdings. 49 funds opened positions while 118 raised stakes. 153.63 million shares or 4.19% less from 160.36 million shares in 2017Q3 were reported. Schulhoff And Company holds 0.22% of its portfolio in Vornado Realty Trust (NYSE:VNO) for 4,929 shares. Alpine Woods Cap Invsts Limited Liability stated it has 0.21% of its portfolio in Vornado Realty Trust (NYSE:VNO). State Of Alaska Department Of Revenue owns 0.21% invested in Vornado Realty Trust (NYSE:VNO) for 113,985 shares. State Of Wisconsin Board stated it has 171,616 shares. Oppenheimer Incorporated holds 0.01% or 5,372 shares in its portfolio. Ngam Advsrs Ltd Partnership, a Massachusetts-based fund reported 36,134 shares. Century invested 0.05% of its portfolio in Vornado Realty Trust (NYSE:VNO). Sarasin & Prtnrs Limited Liability Partnership has 0.19% invested in Vornado Realty Trust (NYSE:VNO). Parametric Port Lc accumulated 0.02% or 285,591 shares. Cleararc Cap holds 4,382 shares or 0.05% of its portfolio. 74,879 are held by Ontario Teachers Pension Plan Board. Bb&T Corporation accumulated 0.01% or 9,595 shares. Jefferies owns 18 shares for 0% of their portfolio. Invesco Ltd holds 0.1% or 3.72M shares in its portfolio. Washington Tru Financial Bank invested in 0% or 4 shares.

Vornado Realty Trust (NYSE:VNO) Institutional Positions Chart

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