Jones Collombin Investment Counsel Raised Position in Pfizer (PFE) by $1.24 Million as Stock Price Rose; Caterpillar (CAT) Market Valuation Declined While Amarillo National Bank Raised by $304,000 Its Stake

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Jones Collombin Investment Counsel Inc increased its stake in Pfizer Inc (PFE) by 11.33% based on its latest 2018Q3 regulatory filing with the SEC. Jones Collombin Investment Counsel Inc bought 28,145 shares as the company’s stock rose 5.56% while stock markets declined. The institutional investor held 276,622 shares of the health care company at the end of 2018Q3, valued at $12.19 million, up from 248,477 at the end of the previous reported quarter. Jones Collombin Investment Counsel Inc who had been investing in Pfizer Inc for a number of months, seems to be bullish on the $244.57 billion market cap company. The stock decreased 2.38% or $1.03 during the last trading session, reaching $42.31. About 37.70 million shares traded or 48.56% up from the average. Pfizer Inc. (NYSE:PFE) has risen 25.07% since January 11, 2018 and is uptrending. It has outperformed by 25.07% the S&P500. Some Historical PFE News: 16/04/2018 – BRISTOL-MYERS SQUIBB – IN PHASE 3 CHECKMATE -214 TRIAL, OPDIVO + YERVOY ALSO DELIVERED DURABLE RESPONSES, WITH HIGHER OBJECTIVE RESPONSE RATE VS SUNITINIB; 08/05/2018 – XtalPi Inc. Announces Strategic Research Collaboration with Pfizer Inc. to Develop Artificial Intelligence-Powered Molecular Modeling Technology for Drug Discovery; 09/04/2018 – Pfizer Canada and MaRS Innovation Partner to Convert Great Science into Solutions to Benefit Canadians’ Health; 25/04/2018 – ASTELLAS PHARMA FY XTANDI SALES Y/Y 16.8%; 17/05/2018 – FDA’S GOTTLIEB – COS FOR WHICH INQUIRIES HAVE BEEN RECEIVED INCLUDE DANCO LABORATORIES, ROXANE LABORATORIES, CORCEPT THERAPEUTICS, AEGERION PHARMA; 10/04/2018 – TISHMAN SPEYER SECURES ALL FINANCING TO BUILD $3.7 BLN 65-STORY OFFICE TOWER IN NEW YORK’S HUDSON YARDS; 10/04/2018 – Pfizer’s PhIII kidney cancer study for Inlyta flops as investigators flag a dead end on outcomes (but SFJ pays for the gamble) $PFE; 27/03/2018 – Global Human Growth Hormone (hGH) Market Analysis & Outlook 2018-2022 with Profiles of Novartis, Pfizer, Eli Lilly and Co and Novo Nordisk – ResearchAndMarkets.com; 01/05/2018 – Pfizer 1Q Essential Health Rev $5.08B; 27/03/2018 – GlaxoSmithKline last week quit the race to buy Pfizer’s consumer healthcare business, endangering an auction the U.S. drugmaker hoped would bring in as much as $20 billion

Amarillo National Bank increased its stake in Caterpillar Inc. (CAT) by 38.52% based on its latest 2018Q3 regulatory filing with the SEC. Amarillo National Bank bought 2,000 shares as the company’s stock declined 13.14% with the market. The institutional investor held 7,192 shares of the capital goods company at the end of 2018Q3, valued at $1.10 million, up from 5,192 at the end of the previous reported quarter. Amarillo National Bank who had been investing in Caterpillar Inc. for a number of months, seems to be bullish on the $78.46B market cap company. The stock increased 2.06% or $2.69 during the last trading session, reaching $132.96. About 3.42M shares traded. Caterpillar Inc. (NYSE:CAT) has declined 13.65% since January 11, 2018 and is downtrending. It has underperformed by 13.65% the S&P500. Some Historical CAT News: 12/04/2018 – CATERPILLAR INC – RAMIN YOUNESSI APPOINTED GROUP PRESIDENT OF ENERGY & TRANSPORTATION; 19/04/2018 – Caterpillar Inc. Files Form 10-K; 04/05/2018 – Caterpillar: Appointed Andrew Bonfield as Chief Fincl Officer Effective Sept 1; 12/04/2018 – CATERPILLAR INC – BOB DE LANGE TO BECOME GROUP PRESIDENT OF CUSTOMER & DEALER SUPPORT; 24/04/2018 – Caterpillar lifts 2018 outlook on robust global demand; 24/04/2018 – CATERPILLAR INC — SAYS PRICE VERSUS COST WOULD BE NEGATIVE FOR THE REST OF THE YEAR– CONF CALL; 04/05/2018 – CATERPILLAR NAMES NEW CFO; 12/04/2018 – Cramer: Buy United Rentals over Caterpillar as US-China trade disputes loom; 24/04/2018 – Caterpillar Boosts 2018 Profit View on Growing Demand for Products, Services; 24/04/2018 – U.S. March Caterpillar Dealer Reported Engine Sales (Table)

More notable recent Caterpillar Inc. (NYSE:CAT) news were published by: Streetinsider.com which released: “Caterpillar (CAT) Elects CEO Jim Umpleby as Chairman – StreetInsider.com” on December 13, 2018, also Seekingalpha.com with their article: “Caterpillar estimates cut as Jefferies – Seeking Alpha” published on December 12, 2018, Livetradingnews.com published: “Caterpillar Inc. (NYSE:CAT) 2019 back up to $170 – Live Trading News” on January 02, 2019. More interesting news about Caterpillar Inc. (NYSE:CAT) were released by: Seekingalpha.com and their article: “Caterpillar Crawling Along – Seeking Alpha” published on December 20, 2018 as well as Gurufocus.com‘s news article titled: “Verizon and Cat® Phones Partner to Bring the Cat® S48c Smartphone to Verizon Customers – GuruFocus.com” with publication date: January 10, 2019.

Since October 1, 2018, it had 1 insider purchase, and 1 sale for $5.28 million activity. Another trade for 1,080 shares valued at $124,826 was bought by De Lange Bob.

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. The stock has “Neutral” rating by Robert W. Baird on Friday, September 4. The rating was maintained by Argus Research on Thursday, February 1 with “Buy”. The stock has “Hold” rating by Deutsche Bank on Friday, June 23. The stock of Caterpillar Inc. (NYSE:CAT) has “Hold” rating given on Friday, January 12 by Robert W. Baird. The stock has “Buy” rating by Wells Fargo on Monday, October 16. On Tuesday, October 11 the stock rating was upgraded by Goldman Sachs to “Buy”. As per Friday, April 27, the company rating was maintained by Tigress Financial. RBC Capital Markets maintained Caterpillar Inc. (NYSE:CAT) on Wednesday, July 26 with “Hold” rating. The firm earned “Neutral” rating on Wednesday, October 25 by Robert W. Baird. DZ Bank upgraded the stock to “Hold” rating in Thursday, October 25 report.

Investors sentiment decreased to 1.09 in Q3 2018. Its down 0.06, from 1.15 in 2018Q2. It turned 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. Callahan Advisors Ltd Liability reported 0.74% in Caterpillar Inc. (NYSE:CAT). Hl Svcs Lc reported 0.16% of its portfolio in Caterpillar Inc. (NYSE:CAT). The Pennsylvania-based Twin Cap Management has invested 0.36% in Caterpillar Inc. (NYSE:CAT). Fifth Third State Bank has 279,499 shares for 0.27% of their portfolio. Foundry Partners Llc holds 0.53% in Caterpillar Inc. (NYSE:CAT) or 92,015 shares. Georgia-based Cap Investment Advsrs Ltd Limited Liability Company has invested 0.2% in Caterpillar Inc. (NYSE:CAT). Sageworth Trust accumulated 595 shares. Bain Equity Mngmt Ltd Liability Corporation stated it has 581,215 shares. Parkside Bankshares Trust accumulated 2,486 shares. 100 were accumulated by Department Mb Bancorporation N A. Park National Corp Oh reported 8,999 shares. Beach Invest Counsel Pa stated it has 2,150 shares or 0.03% of all its holdings. Stratos Wealth Prtnrs has invested 0.22% in Caterpillar Inc. (NYSE:CAT). Virtu Limited accumulated 12,804 shares. 254,600 are owned by Pointstate L P.

Amarillo National Bank, which manages about $215.49 million US Long portfolio, decreased its stake in Ishares Msci Eafe Index Fund (EFA) by 7,959 shares to 127,583 shares, valued at $8.67 million in 2018Q3, according to the filing.

Since July 20, 2018, it had 0 buys, and 2 insider sales for $1.92 million activity. Another trade for 40,381 shares valued at $1.50M was sold by SUSMAN SALLY.

Among 23 analysts covering Pfizer (NYSE:PFE), 8 have Buy rating, 1 Sell and 14 Hold. Therefore 35% are positive. Pfizer had 89 analyst reports since July 29, 2015 according to SRatingsIntel. On Thursday, April 7 the stock rating was maintained by Jefferies with “Buy”. The stock of Pfizer Inc. (NYSE:PFE) has “Neutral” rating given on Wednesday, October 31 by Credit Suisse. S&P Research maintained Pfizer Inc. (NYSE:PFE) rating on Wednesday, October 28. S&P Research has “Hold” rating and $40 target. The company was maintained on Friday, April 28 by BMO Capital Markets. Piper Jaffray maintained Pfizer Inc. (NYSE:PFE) on Thursday, September 14 with “Buy” rating. The stock has “Buy” rating by Jefferies on Monday, June 20. The stock of Pfizer Inc. (NYSE:PFE) has “Equal-Weight” rating given on Tuesday, December 1 by Barclays Capital. Jefferies maintained it with “Hold” rating and $39.0 target in Monday, February 26 report. The stock has “Neutral” rating by SunTrust on Wednesday, November 25. Credit Suisse maintained the shares of PFE in report on Wednesday, August 1 with “Neutral” rating.

Jones Collombin Investment Counsel Inc, which manages about $290.33M US Long portfolio, decreased its stake in Facebook Inc (NASDAQ:FB) by 22,882 shares to 32,389 shares, valued at $5.33M in 2018Q3, according to the filing. It also reduced its holding in Lockheed Martin Corp (NYSE:LMT) by 1,259 shares in the quarter, leaving it with 8,531 shares, and cut its stake in At&T Inc (NYSE:T).

Investors sentiment increased to 0.85 in 2018 Q3. Its up 0.07, from 0.78 in 2018Q2. It increased, as 41 investors sold PFE shares while 741 reduced holdings. 142 funds opened positions while 520 raised stakes. 3.96 billion shares or 0.44% less from 3.98 billion shares in 2018Q2 were reported. Noesis Cap Mangement reported 0.38% stake. Parsons Cap Management Ri holds 1.06% of its portfolio in Pfizer Inc. (NYSE:PFE) for 228,991 shares. The Pennsylvania-based Fragasso Grp has invested 0.63% in Pfizer Inc. (NYSE:PFE). 558,973 were reported by Connor Clark And Lunn Mngmt Limited. Gsa Partners Llp reported 28,024 shares. California-based Leisure Mgmt has invested 1.03% in Pfizer Inc. (NYSE:PFE). Bnp Paribas Asset Mgmt Hldgs holds 0.42% of its portfolio in Pfizer Inc. (NYSE:PFE) for 1.23 million shares. Banque Pictet And Cie has 0.15% invested in Pfizer Inc. (NYSE:PFE) for 180,195 shares. Moreover, Pacific Global Mngmt has 0.54% invested in Pfizer Inc. (NYSE:PFE). Patriot Wealth Management reported 243,476 shares. 2,788 are held by Toth Advisory. Intl Ca has invested 0.15% in Pfizer Inc. (NYSE:PFE). Orleans Cap La invested in 3.01% or 99,732 shares. The Ontario – Canada-based Barometer Cap Mngmt has invested 1.17% in Pfizer Inc. (NYSE:PFE). Amer Century holds 0.73% or 16.95M shares in its portfolio.

Caterpillar Inc. (NYSE:CAT) Institutional Positions Chart