As Herbalife LTD (HLF) Market Valuation Rose, Oberndorf William E Has Trimmed Holding by $9.49 Million; Capital Wealth Planning Has Cut Holding in Caterpillar (CAT) by $920,750 as Shares Rose

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Capital Wealth Planning Llc decreased its stake in Caterpillar Inc (CAT) by 39.15% based on its latest 2018Q4 regulatory filing with the SEC. Capital Wealth Planning Llc sold 7,250 shares as the company’s stock rose 5.80% with the market. The institutional investor held 11,270 shares of the capital goods company at the end of 2018Q4, valued at $1.43M, down from 18,520 at the end of the previous reported quarter. Capital Wealth Planning Llc who had been investing in Caterpillar Inc for a number of months, seems to be less bullish one the $76.94 billion market cap company. The stock increased 0.14% or $0.19 during the last trading session, reaching $133.69. About 3.44M shares traded. Caterpillar Inc. (NYSE:CAT) has declined 7.91% since March 15, 2018 and is downtrending. It has underperformed by 12.28% the S&P500. Some Historical CAT News: 24/04/2018 – Caterpillar Just Gave Huge Vote of Confidence in Global Economy; 24/04/2018 – 6 Dow Reporters Add A Net 3 Points To Dow’s Price, As Caterpillar’s Big Gain Offset By 3M’s Loss — MarketWatch; 24/04/2018 – CATERPILLAR CEO:`CERTINALY NO CONCERN ABOUT PEAK’ RIGHT NOW; 24/04/2018 – CATERPILLAR 1Q ADJ EPS $2.82, EST. $2.12; BOOSTS FORECAST; 13/03/2018 – CATERPILLAR – ASIA/PACIFIC MACHINES RETAIL SALES FOR 3-MONTH ROLLING PERIOD ENDED FEB. UP 41 PCT; 08/05/2018 – CAT RESOURCE INDUSTRIES GROUP PRESIDENT DENISE JOHNSON SPEAKS; 12/04/2018 – Caterpillar: Tom Pellette to Become Group Pres of Construction Industries; 03/05/2018 – CATERPILLAR INC CAT.N : BOFA MERRILL CUTS PRICE OBJECTIVE TO $156 FROM $172; 04/05/2018 – Caterpillar Names National Grid Executive as New CFO; 20/03/2018 – CAT: NOT SEEING PRICING ENVIRONMENT IMPROVING FOR MINING EQUIP

Oberndorf William E decreased its stake in Herbalife Ltd (HLF) by 90.27% based on its latest 2018Q4 regulatory filing with the SEC. Oberndorf William E sold 163,685 shares as the company’s stock rose 1.43% with the market. The institutional investor held 17,635 shares of the other pharmaceuticals company at the end of 2018Q4, valued at $1.04 million, down from 181,320 at the end of the previous reported quarter. Oberndorf William E who had been investing in Herbalife Ltd for a number of months, seems to be less bullish one the $8.14 billion market cap company. The stock decreased 0.71% or $0.41 during the last trading session, reaching $56.96. About 1.16 million shares traded. Herbalife Nutrition Ltd. (NYSE:HLF) has risen 21.99% since March 15, 2018 and is uptrending. It has outperformed by 17.62% the S&P500. Some Historical HLF News: 20/04/2018 – Herbalife prepared a ‘secret dossier’ on Bill Ackman as it geared up for fight with activist; 09/05/2018 – Herbalife Nutrition Congratulates 2018 ProActive Combine Athletes For Their Commitment To Nutrition, And Peak Sports Performance; 16/05/2018 – Herbalife Nutrition: Adjustment to Reflect Recently Implemented Two-For-One Stk Split; 25/04/2018 – Bill Ackman’s bet against Herbalife was ‘dangerous,’ CNBC’s Scott Wapner says; 09/05/2018 – Herbalife Nutrition Congratulates 2018 ProActive Combine Athletes For Their Commitment To Nutrition, And Peak Sports; 03/05/2018 – HERBALIFE NUTRITION LTD – RAISES FULL YEAR 2018 GUIDANCE; 18/04/2018 – HERBALIFE REPORTS SELF-TENDER OFFER AT $98.00-$108.00/SHARE; 25/05/2018 – Carl C. Icahn Issues Statement Regarding Herbalife; 16/05/2018 – HERBALIFE: ADJUSTED PRICE RANGE OF DUTCH AUCTION TENDER $49-$54; 14/03/2018 – Public Health Leaders, Dr. Richard Carmona and Dr. John Agwunobi, To Present Symposium on Rethinking Food Security at 2018 SXSW Conference

Analysts await Herbalife Nutrition Ltd. (NYSE:HLF) to report earnings on May, 2. They expect $0.68 EPS, down 2.86% or $0.02 from last year’s $0.7 per share. HLF’s profit will be $97.15 million for 20.94 P/E if the $0.68 EPS becomes a reality. After $0.63 actual EPS reported by Herbalife Nutrition Ltd. for the previous quarter, Wall Street now forecasts 7.94% EPS growth.

More notable recent Herbalife Nutrition Ltd. (NYSE:HLF) news were published by: Benzinga.com which released: “Earnings Scheduled For February 19, 2019 – Benzinga” on February 19, 2019, also Seekingalpha.com with their article: “Herbalife to split its stock, change its name – Seeking Alpha” published on April 24, 2018, Seekingalpha.com published: “Herbalife Q4 2018 Earnings Preview – Seeking Alpha” on February 18, 2019. More interesting news about Herbalife Nutrition Ltd. (NYSE:HLF) were released by: Seekingalpha.com and their article: “Herbalife: Boosting Sales Leader Retention In Sagging Markets – Seeking Alpha” published on June 21, 2018 as well as Benzinga.com‘s news article titled: “Herbalife LTD. (NYSE:HLF) – Herbalife Q4 Earnings Preview – Benzinga” with publication date: February 19, 2019.

Investors sentiment decreased to 0.87 in Q4 2018. Its down 0.41, from 1.28 in 2018Q3. It turned negative, as 33 investors sold HLF shares while 82 reduced holdings. 35 funds opened positions while 65 raised stakes. 139.72 million shares or 1.79% more from 137.27 million shares in 2018Q3 were reported. Vanguard Grp Inc Inc stated it has 10.79M shares or 0.03% of all its holdings. Century Incorporated, Missouri-based fund reported 25,309 shares. Guggenheim Capital Limited Liability Company reported 57,716 shares stake. Benjamin F Edwards Com reported 200 shares. Neuberger Berman Gp Limited Liability Co holds 0% in Herbalife Nutrition Ltd. (NYSE:HLF) or 13,950 shares. D E Shaw And holds 6.93 million shares or 0.56% of its portfolio. Tower Capital Limited Liability Corp (Trc) invested in 380 shares or 0% of the stock. Antipodean Advsrs Llc has 222,000 shares for 24.78% of their portfolio. 177,590 were reported by California State Teachers Retirement System. Aviva Public Limited Com reported 40,767 shares or 0.02% of all its holdings. Js Capital Mngmt Ltd Company, a New York-based fund reported 50,000 shares. Captrust holds 0% or 14 shares in its portfolio. Robeco Institutional Asset Bv invested in 0.08% or 305,223 shares. Principal Gru accumulated 113,641 shares. Whittier holds 0.01% or 2,900 shares.

Analysts await Caterpillar Inc. (NYSE:CAT) to report earnings on April, 23. They expect $2.86 EPS, up 1.42% or $0.04 from last year’s $2.82 per share. CAT’s profit will be $1.65 billion for 11.69 P/E if the $2.86 EPS becomes a reality. After $2.55 actual EPS reported by Caterpillar Inc. for the previous quarter, Wall Street now forecasts 12.16% EPS growth.

Capital Wealth Planning Llc, which manages about $380.53M and $150.77M US Long portfolio, upped its stake in Procter & Gamble Co (NYSE:PG) by 15,554 shares to 37,894 shares, valued at $3.48 million in 2018Q4, according to the filing. It also increased its holding in Spdr Dow Jones Industrial Average (DIA) by 11,987 shares in the quarter, for a total of 22,327 shares, and has risen its stake in Verizon Communications (NYSE:VZ).

Investors sentiment decreased to 0.91 in Q4 2018. Its down 0.18, from 1.09 in 2018Q3. It dropped, as 93 investors sold CAT shares while 434 reduced holdings. 115 funds opened positions while 365 raised stakes. 378.43 million shares or 1.17% less from 382.91 million shares in 2018Q3 were reported. First Savings Bank invested 0.12% of its portfolio in Caterpillar Inc. (NYSE:CAT). Oakworth Cap owns 728 shares. Sit Inv Associate owns 4,346 shares. Sage Grp accumulated 400 shares or 0.01% of the stock. Palisade Asset Ltd Liability owns 7,296 shares or 0.14% of their US portfolio. Amarillo State Bank has invested 0.51% in Caterpillar Inc. (NYSE:CAT). Gamble Jones Invest Counsel invested in 15,479 shares. Pinebridge Invests Lp owns 22,960 shares. Moneta Gp Invest Advsrs Limited Liability Corp holds 0.04% of its portfolio in Caterpillar Inc. (NYSE:CAT) for 2,385 shares. Cls Limited Liability Corporation has 0% invested in Caterpillar Inc. (NYSE:CAT). Bluestein R H And Commerce reported 282,443 shares. Wms Prns owns 3,593 shares. Pitcairn has invested 0.04% in Caterpillar Inc. (NYSE:CAT). Commonwealth Bancshares Of Aus invested in 79,303 shares or 0.11% of the stock. Mastrapasqua Asset Mgmt accumulated 0.14% or 4,860 shares.

More notable recent Caterpillar Inc. (NYSE:CAT) news were published by: Benzinga.com which released: “Amazon.com, Inc. (NASDAQ:AMZN), Boeing Company (The) (NYSE:BA) – Valentine’s Card From The Market: Trade Optimism Continues, Cisco Posts Strong Quarter – Benzinga” on February 14, 2019, also Seekingalpha.com with their article: “Stock Market Recovery Is A Dead Cat Bounce – Seeking Alpha” published on February 15, 2019, Investorplace.com published: “CAT Completed a Bullish Inverted Head-and-Shoulders Pattern – Investorplace.com” on February 20, 2019. More interesting news about Caterpillar Inc. (NYSE:CAT) were released by: Investorplace.com and their article: “4 Large-Cap Stocks Ready to Rebound – Investorplace.com” published on March 05, 2019 as well as Investorplace.com‘s news article titled: “5 Must-See Stock Trades for Wednesday: HD, CAT, SHAK, HTZ – Investorplace.com” with publication date: February 26, 2019.

Since October 1, 2018, it had 1 buy, 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.

Caterpillar Inc. (NYSE:CAT) Institutional Positions Chart

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