Kings Point Capital Management Has Lowered Its Stake in American Express Co (AXP) as Share Value Declined; Caterpillar Common (CAT) Holder Country Trust Bank Has Boosted Holding by $744,040

Caterpillar Inc. (NYSE:CAT) Logo

Country Trust Bank increased its stake in Caterpillar Inc. Common (CAT) by 3.06% based on its latest 2018Q3 regulatory filing with the SEC. Country Trust Bank bought 4,895 shares as the company’s stock declined 13.14% with the market. The institutional investor held 164,637 shares of the capital goods company at the end of 2018Q3, valued at $25.11M, up from 159,742 at the end of the previous reported quarter. Country Trust Bank who had been investing in Caterpillar Inc. Common for a number of months, seems to be bullish on the $78.30 billion market cap company. The stock increased 0.02% or $0.02 during the last trading session, reaching $132.69. About 1.67 million shares traded. Caterpillar Inc. (NYSE:CAT) has declined 13.65% since February 13, 2018 and is downtrending. It has underperformed by 13.65% the S&P500. Some Historical CAT News: 18/04/2018 – Some of the major market leaders getting back in the saddle again! $AMZN $BA $CAT $GOOGL and $NVDA all surging and nearing their recent highs; 11/05/2018 – U.S. April Caterpillar Dealer Reported Machine Sales (Table); 28/03/2018 – Caterpillar at Group Meeting Hosted By Spartan Research Today; 06/03/2018 – CAT: RESOURCE IND. GROWTH TILTING TOWARD NEW EQUIPMENT IN 2018; 03/05/2018 – CATERPILLAR INC – APPOINTED STEVE FERGUSON A VICE PRESIDENT OF COMPANY, EFFECTIVE JUNE 1, 2018; 16/05/2018 – Threadneedle Adds Pagseguro Digital Ltd., Exits Caterpillar: 13F; 04/04/2018 – CATERPILLAR: NO INJURIES AT MAPLETON FIRE; OPERATIONS CONTINUE; 11/04/2018 – Caterpillar Inc. Maintains Dividend Rate; 24/04/2018 – CATERPILLAR INC CAT.N SEES FY 2018 SHR $7.75 TO $8.75; 24/04/2018 – Caterpillar 1Q Adj EPS $2.82

Kings Point Capital Management decreased its stake in American Express Co (AXP) by 2.99% based on its latest 2018Q3 regulatory filing with the SEC. Kings Point Capital Management sold 2,984 shares as the company’s stock declined 1.40% with the market. The institutional investor held 96,725 shares of the consumer services company at the end of 2018Q3, valued at $10.30M, down from 99,709 at the end of the previous reported quarter. Kings Point Capital Management who had been investing in American Express Co for a number of months, seems to be less bullish one the $91.37 billion market cap company. The stock increased 0.82% or $0.88 during the last trading session, reaching $107.88. About 1.42 million shares traded. American Express Company (NYSE:AXP) has risen 7.31% since February 13, 2018 and is uptrending. It has outperformed by 7.31% the S&P500. Some Historical AXP News: 20/03/2018 – American Express Releases Statement Regarding Orbitz Cyber Attack; 15/05/2018 – American Express U.S. Small Business Card Member Net Write-off Rate, Principal Only, Was 1.9 % for April; 15/05/2018 – AMERICAN EXPRESS-USCS CARD MEMBER LOANS 30 DAYS PAST DUE LOANS AS A % OF TOTAL 1.3 PCT AT APRIL END VS 1.4 PCT AT MARCH END; 18/04/2018 – American Express Expects 2018 EPS at High-End of $6.90 to $7.30 Outlook; 28/03/2018 – American Express: Fabricant to Resume Role as Senior Vice President, Controllershi; 18/04/2018 – American Express Consolidated Effective Tax Rate Was 22 %, Down From 32 % a Year Ago; 07/03/2018 American Express Joins Chorus Declaring Gender Pay Parity; 18/04/2018 – American Express 1Q Global Comml Services Net $552M; 18/04/2018 – AMERICAN EXPRESS 1Q EPS $1.86; EST. $1.71; 25/04/2018 – EazyDiner Launches India’s Most Powerful Dining Program ‘EazyDiner Prime’ in Association With American Express

Among 37 analysts covering Caterpillar Inc. (NYSE:CAT), 20 have Buy rating, 4 Sell and 13 Hold. Therefore 54% are positive. Caterpillar Inc. had 151 analyst reports since July 27, 2015 according to SRatingsIntel. Wells Fargo maintained Caterpillar Inc. (NYSE:CAT) on Monday, April 16 with “Buy” rating. The rating was upgraded by Robert W. Baird to “Outperform” on Thursday, September 20. The firm earned “Buy” rating on Friday, January 26 by Bank of America. Deutsche Bank downgraded the shares of CAT in report on Friday, June 23 to “Hold” rating. The stock of Caterpillar Inc. (NYSE:CAT) has “Neutral” rating given on Thursday, December 21 by Citigroup. The company was maintained on Tuesday, April 24 by Robert W. Baird. On Friday, April 15 the stock rating was upgraded by Vertical Research to “Buy”. On Tuesday, April 26 the stock rating was upgraded by Argus Research to “Buy”. The stock of Caterpillar Inc. (NYSE:CAT) has “Buy” rating given on Tuesday, January 23 by Seaport Global. The firm earned “Neutral” rating on Tuesday, July 31 by Bank of America.

Investors sentiment decreased to 1.09 in Q3 2018. Its down 0.06, from 1.15 in 2018Q2. It is negative, as 56 investors sold CAT shares while 401 reduced holdings. 130 funds opened positions while 367 raised stakes. 382.91 million shares or 2.93% less from 394.47 million shares in 2018Q2 were reported. Lourd Capital Ltd Liability accumulated 6,054 shares. Marketfield Asset Mngmt Ltd Co owns 44,997 shares for 2.21% of their portfolio. Finance Architects Inc accumulated 1,939 shares or 0.05% of the stock. Brookstone Capital Management owns 18,952 shares for 0.22% of their portfolio. Wg Shaheen & Associates Dba Whitney & reported 0.01% stake. B & T Cap Management Dba Alpha Cap Management reported 16,859 shares or 1.03% of all its holdings. Verition Fund Mngmt Ltd Limited Liability Company accumulated 16,683 shares or 0.09% of the stock. Moreover, Amica Pension Fund Board Of Trustees has 0.18% invested in Caterpillar Inc. (NYSE:CAT) for 8,910 shares. Eqis Capital Management stated it has 0.19% in Caterpillar Inc. (NYSE:CAT). Cibc Markets Incorporated has 0.03% invested in Caterpillar Inc. (NYSE:CAT) for 51,657 shares. Lmr Prtnrs Llp stated it has 0.07% of its portfolio in Caterpillar Inc. (NYSE:CAT). Regent Mngmt Ltd Limited Liability Company reported 2,475 shares stake. Rech Global Invsts has invested 0.17% in Caterpillar Inc. (NYSE:CAT). Advisory Service Networks Ltd Liability invested in 0.26% or 23,188 shares. Farr Miller & Washington Ltd Liability Corporation Dc owns 2,346 shares.

Country Trust Bank, which manages about $2.16 billion US Long portfolio, decreased its stake in U.S. Bancorp New Common (NYSE:USB) by 146,280 shares to 615,476 shares, valued at $32.50M in 2018Q3, according to the filing. It also reduced its holding in Pfizer Inc. Common (NYSE:PFE) by 401,420 shares in the quarter, leaving it with 429,833 shares, and cut its stake in Fedex Corporation (NYSE:FDX).

Since October 1, 2018, it had 1 buying transaction, and 1 insider sale for $5.28 million activity. On Friday, October 26 De Lange Bob bought $124,826 worth of Caterpillar Inc. (NYSE:CAT) or 1,080 shares.

More notable recent Caterpillar Inc. (NYSE:CAT) news were published by: Benzinga.com which released: “Caterpillar Sinks On Q4 Earnings Miss (NYSE:CAT) – Benzinga” on January 28, 2019, also Seekingalpha.com with their article: “Caterpillar Q4 2018 Earnings Preview – Seeking Alpha” published on January 27, 2019, Benzinga.com published: “Apple Inc. (NASDAQ:AAPL), Advanced Micro Devices, Inc. (NYSE:AMD) – Apple Today, Powell Tomorrow: Busy Earnings And Fed Week Continues – Benzinga” on January 29, 2019. More interesting news about Caterpillar Inc. (NYSE:CAT) were released by: Seekingalpha.com and their article: “Has Caterpillar Peaked? – Seeking Alpha” published on February 07, 2019 as well as Benzinga.com‘s news article titled: “The Street Reacts To Caterpillar’s First Notable Miss In Years (NYSE:CAT) – Benzinga” with publication date: January 29, 2019.

Since September 4, 2018, it had 0 insider buys, and 4 selling transactions for $6.34 million activity. 12,500 American Express Company (NYSE:AXP) shares with value of $1.30 million were sold by Squeri Stephen J. CAMPBELL JEFFREY C sold $960,959 worth of stock.

Investors sentiment is 0.84 in 2018 Q3. Its the same as in 2018Q2. It has no change, as 42 investors sold AXP shares while 446 reduced holdings. only 109 funds opened positions while 301 raised stakes. 688.76 million shares or 1.08% less from 696.30 million shares in 2018Q2 were reported. Palisades Hudson Asset Management Limited Partnership holds 0.2% or 3,663 shares in its portfolio. Prescott Group Management Ltd Liability Co invested in 4,500 shares. Bowen Hanes And Com has invested 1.52% in American Express Company (NYSE:AXP). Bp Public Limited Company invested in 0.36% or 112,000 shares. Obermeyer Wood Invest Counsel Lllp owns 2,592 shares. Wellington Shields & Ltd Liability invested in 0.42% or 7,300 shares. Btim Corp reported 0.8% in American Express Company (NYSE:AXP). Coastline Trust Company reported 0.2% of its portfolio in American Express Company (NYSE:AXP). S&Co Incorporated holds 0.07% or 5,900 shares in its portfolio. Great West Life Assurance Can reported 566,448 shares. Evergreen Capital Ltd Liability Corporation invested 0.09% in American Express Company (NYSE:AXP). Nelson Roberts Investment Advsr Ltd Co stated it has 0.07% in American Express Company (NYSE:AXP). 84,499 were reported by Knightsbridge Asset Mngmt Ltd. Eqis Capital reported 25,140 shares. St Johns Invest Mgmt Limited holds 0.8% in American Express Company (NYSE:AXP) or 10,083 shares.

More notable recent American Express Company (NYSE:AXP) news were published by: Benzinga.com which released: “Earnings Scheduled For January 17, 2019 – Benzinga” on January 17, 2019, also Fool.com with their article: “Better Buy: Berkshire Hathaway vs. American Express – Motley Fool” published on January 28, 2019, Benzinga.com published: “Analysts React After American Express (NYSE:AXP) Rings Up Q4 EPS, Sales Miss – Benzinga” on January 18, 2019. More interesting news about American Express Company (NYSE:AXP) were released by: Nasdaq.com and their article: “Could We Make an Entire “War on Cash” Index? – Nasdaq” published on February 06, 2019 as well as Seekingalpha.com‘s news article titled: “American Express Has Become Attractive – Seeking Alpha” with publication date: January 14, 2019.

American Express Company (NYSE:AXP) Institutional Positions Chart