Segment Wealth Management Has Raised Caterpillar Del (CAT) Holding; Luminus Management Has Upped Ep Energy (EPE) Holding

May 23, 2018 - By Hugh Holland

Caterpillar Inc. (NYSE:CAT) Logo

Luminus Management Llc increased Ep Energy Corp (EPE) stake by 457.6% reported in 2017Q4 SEC filing. Luminus Management Llc acquired 1.83M shares as Ep Energy Corp (EPE)’s stock declined 33.49%. The Luminus Management Llc holds 2.23M shares with $5.26 million value, up from 400,000 last quarter. Ep Energy Corp now has $750.70M valuation. The stock decreased 9.97% or $0.33 during the last trading session, reaching $2.98. About 2.41 million shares traded or 130.43% up from the average. EP Energy Corporation (NYSE:EPE) has declined 67.45% since May 23, 2017 and is downtrending. It has underperformed by 79.00% the S&P500.

Segment Wealth Management Llc increased Caterpillar Inc Del (CAT) stake by 18.34% reported in 2017Q4 SEC filing. Segment Wealth Management Llc acquired 2,253 shares as Caterpillar Inc Del (CAT)’s stock declined 5.62%. The Segment Wealth Management Llc holds 14,537 shares with $2.29M value, up from 12,284 last quarter. Caterpillar Inc Del now has $93.39B valuation. The stock decreased 1.71% or $2.72 during the last trading session, reaching $156.2. About 3.51 million shares traded. Caterpillar Inc. (NYSE:CAT) has risen 60.63% since May 23, 2017 and is uptrending. It has outperformed by 49.08% the S&P500.

Since January 30, 2018, it had 1 insider buy, and 4 insider sales for $23.72 million activity. 528 shares were sold by Long Suzette M, worth $84,723 on Tuesday, January 30. Pellette Thomas A sold $8.18M worth of stock or 54,481 shares. CALHOUN DAVID L also bought $776,850 worth of Caterpillar Inc. (NYSE:CAT) on Monday, May 14. The insider Creed Joseph E sold 4,532 shares worth $705,496.

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. Hwg Holdg Limited Partnership accumulated 4,072 shares. Stearns Serv Gru holds 0.1% in Caterpillar Inc. (NYSE:CAT) or 2,567 shares. Sawgrass Asset Mgmt Lc accumulated 7,750 shares. Greenleaf Tru holds 0.02% or 5,595 shares. Horizon Kinetics Limited Liability Com reported 0.05% of its portfolio in Caterpillar Inc. (NYSE:CAT). Kings Point Capital Mngmt holds 0.01% of its portfolio in Caterpillar Inc. (NYSE:CAT) for 240 shares. 1,275 were reported by Texan Management. Moreover, Marshwinds Advisory has 1.11% invested in Caterpillar Inc. (NYSE:CAT) for 15,262 shares. Northwest Investment Counselors Ltd Liability, Oregon-based fund reported 22,852 shares. Grimes And Co stated it has 1,795 shares or 0.03% of all its holdings. Catawba Capital Va holds 0.14% in Caterpillar Inc. (NYSE:CAT) or 3,945 shares. Bremer Association stated it has 1,611 shares or 0.07% of all its holdings. Kepos Ltd Partnership reported 0.39% stake. Personal Capital Advisors Corporation holds 2,390 shares. Cetera Advisor Ntwk Ltd Liability Co invested in 0.15% or 22,947 shares.

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 “Sector Perform” rating by RBC Capital Markets on Friday, September 25. As per Wednesday, July 27, the company rating was maintained by Citigroup. The rating was upgraded by Tigress Financial on Monday, July 31 to “Buy”. The rating was downgraded by S&P Research to “Sell” on Friday, October 23. The firm earned “Neutral” rating on Wednesday, October 25 by Citigroup. The rating was maintained by Stifel Nicolaus on Monday, May 14 with “Hold”. Citigroup maintained Caterpillar Inc. (NYSE:CAT) on Wednesday, July 26 with “Neutral” rating. The stock of Caterpillar Inc. (NYSE:CAT) has “Neutral” rating given on Monday, December 5 by JP Morgan. The stock of Caterpillar Inc. (NYSE:CAT) has “Outperform” rating given on Monday, April 4 by Credit Suisse. The company was maintained on Monday, September 28 by Deutsche Bank.

More notable recent Caterpillar Inc. (NYSE:CAT) news were published by: Seekingalpha.com which released: “The Real Significance Of Caterpillar’s ‘High Watermark’ Comment” on May 15, 2018, also Seekingalpha.com with their article: “Caterpillar’s three-month rolling machine retail sales +28%” published on May 11, 2018, Seekingalpha.com published: “Caterpillar: High-Water Mark Indeed” on May 02, 2018. More interesting news about Caterpillar Inc. (NYSE:CAT) were released by: 247Wallst.com and their article: “Why Caterpillar Blew Through Estimates, Raised Guidance” published on April 24, 2018 as well as Seekingalpha.com‘s news article titled: “Caterpillar: As Good As It Gets” with publication date: April 30, 2018.

Investors sentiment decreased to 0.76 in Q4 2017. Its down 0.16, from 0.92 in 2017Q3. It worsened, as 17 investors sold EPE shares while 28 reduced holdings. 9 funds opened positions while 25 raised stakes. 174.98 million shares or 0.39% less from 175.66 million shares in 2017Q3 were reported. 417,830 were reported by First Advsrs L P. Parametric Port Associates Lc accumulated 0% or 180,158 shares. Atlantic Grp Ltd Liability Com reported 1,000 shares or 0% of all its holdings. Zeke Cap Advsr Llc stated it has 0% in EP Energy Corporation (NYSE:EPE). Paloma Ptnrs Mgmt Communication holds 592,280 shares or 0.02% of its portfolio. Schwab Charles has invested 0% in EP Energy Corporation (NYSE:EPE). Vanguard Grp Inc invested in 2.81M shares or 0% of the stock. Ameritas Inv Prns holds 0% or 3,016 shares. Federated Investors Pa stated it has 0% in EP Energy Corporation (NYSE:EPE). State Street invested 0% in EP Energy Corporation (NYSE:EPE). Voya Invest Mgmt Lc reported 0% of its portfolio in EP Energy Corporation (NYSE:EPE). Ameriprise Inc invested in 0% or 37,068 shares. Menta Ltd Liability Co has 0.04% invested in EP Energy Corporation (NYSE:EPE) for 80,610 shares. Millennium Management Limited Liability Co has invested 0% in EP Energy Corporation (NYSE:EPE). Tiaa Cref Invest Mgmt Lc accumulated 116,578 shares.

Luminus Management Llc decreased Mastec Inc (NYSE:MTZ) stake by 141,633 shares to 517,750 valued at $25.34M in 2017Q4. It also reduced Ford Mtr Co Del (NYSE:F) stake by 707,740 shares and now owns 72,200 shares. Westlake Chem Corp (NYSE:WLK) was reduced too.

Among 25 analysts covering EP Energy Corporation (NYSE:EPE), 2 have Buy rating, 7 Sell and 16 Hold. Therefore 8% are positive. EP Energy Corporation had 87 analyst reports since July 21, 2015 according to SRatingsIntel. Credit Suisse initiated it with “Outperform” rating and $17 target in Wednesday, July 22 report. The stock has “Sell” rating by UBS on Thursday, January 19. The stock of EP Energy Corporation (NYSE:EPE) earned “Hold” rating by Stifel Nicolaus on Monday, April 23. The stock has “Neutral” rating by UBS on Thursday, August 4. The firm has “Hold” rating by BMO Capital Markets given on Wednesday, April 11. The rating was initiated by JP Morgan on Wednesday, December 9 with “Overweight”. RBC Capital Markets downgraded the shares of EPE in report on Thursday, July 20 to “Sector Perform” rating. The rating was downgraded by JP Morgan on Friday, April 15 to “Neutral”. Stifel Nicolaus maintained the shares of EPE in report on Friday, September 1 with “Hold” rating. The company was downgraded on Friday, February 19 by UBS.

EP Energy Corporation (NYSE:EPE) Institutional Positions Chart

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