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As Caterpillar (CAT) Share Value Rose, Holder Vaughan David Investments Has Trimmed by $368,776 Its Position; Park Avenue Securities Has Decreased Its Stake in Accenture Plc Ireland Class Shs Isin Ie00b4bnmy34 (ACN) by $435,645 as Stock Price Declined

Park Avenue Securities Llc decreased its stake in Accenture Plc Ireland Class Shs Isin Ie00b4bnmy34 (ACN) by 52.46% based on its latest 2017Q3 regulatory filing with the SEC. Park Avenue Securities Llc sold 3,227 shares as the company’s stock declined 0.21% while stock markets rallied. The institutional investor held 2,924 shares of the business services company at the end of 2017Q3, valued at $396,000, down from 6,151 at the end of the previous reported quarter. Park Avenue Securities Llc who had been investing in Accenture Plc Ireland Class Shs Isin Ie00b4bnmy34 for a number of months, seems to be less bullish one the $99.75B market cap company. The stock increased 0.50% or $0.81 during the last trading session, reaching $161.75. About 2.25M shares traded or 16.64% up from the average. Accenture plc (NYSE:ACN) has risen 4.27% since January 22, 2017 and is uptrending. It has underperformed by 12.43% the S&P500.

Vaughan David Investments Inc decreased its stake in Caterpillar Inc (CAT) by 5.61% based on its latest 2017Q3 regulatory filing with the SEC. Vaughan David Investments Inc sold 2,974 shares as the company’s stock rose 3.62% with the market. The institutional investor held 50,076 shares of the capital goods company at the end of 2017Q3, valued at $6.25M, down from 53,050 at the end of the previous reported quarter. Vaughan David Investments Inc who had been investing in Caterpillar Inc for a number of months, seems to be less bullish one the $101.38B market cap company. The stock increased 1.40% or $2.36 during the last trading session, reaching $170.41. About 5.80 million shares traded or 40.63% up from the average. Caterpillar Inc. (NYSE:CAT) has risen 47.53% since January 22, 2017 and is uptrending. It has outperformed by 30.83% the S&P500.

Among 26 analysts covering Accenture Plc (NYSE:ACN), 14 have Buy rating, 1 Sell and 11 Hold. Therefore 54% are positive. Accenture Plc had 88 analyst reports since August 12, 2015 according to SRatingsIntel. The firm has “Equalweight” rating given on Thursday, July 7 by Barclays Capital. The firm has “Buy” rating given on Thursday, November 2 by Stifel Nicolaus. Barclays Capital maintained the shares of ACN in report on Thursday, December 22 with “Equal Weight” rating. BMO Capital Markets maintained the shares of ACN in report on Thursday, December 21 with “Hold” rating. The stock of Accenture plc (NYSE:ACN) has “Equal-Weight” rating given on Wednesday, September 27 by Barclays Capital. Pivotal Research maintained the stock with “Buy” rating in Friday, December 22 report. The stock has “Outperform” rating by RBC Capital Markets on Friday, December 18. RBC Capital Markets maintained the stock with “Buy” rating in Monday, August 14 report. The stock of Accenture plc (NYSE:ACN) earned “Equal-Weight” rating by Barclays Capital on Monday, September 21. KeyBanc Capital Markets maintained Accenture plc (NYSE:ACN) rating on Wednesday, September 20. KeyBanc Capital Markets has “Buy” rating and $135.0 target.

Investors sentiment decreased to 1 in 2017 Q3. Its down 0.05, from 1.05 in 2017Q2. It turned negative, as 40 investors sold ACN shares while 370 reduced holdings. 97 funds opened positions while 315 raised stakes. 461.53 million shares or 1.06% less from 466.45 million shares in 2017Q2 were reported. Pacad invested 0.77% in Accenture plc (NYSE:ACN). At State Bank invested 0.02% of its portfolio in Accenture plc (NYSE:ACN). Raymond James Fin Services Advsr has 102,501 shares. Pillar Pacific Capital Mgmt Limited Liability Company owns 11,412 shares or 0.2% of their US portfolio. Meeder Asset Mngmt has invested 0.53% of its portfolio in Accenture plc (NYSE:ACN). 56,177 are held by M&R Cap Mngmt. Moody Savings Bank Trust Division owns 4,575 shares for 0.03% of their portfolio. Riverhead Cap Mngmt Ltd Limited Liability Company owns 90,941 shares or 0.58% of their US portfolio. Chicago Equity Lc has invested 0.45% in Accenture plc (NYSE:ACN). Ci Glob Investments holds 46,235 shares. Willingdon Wealth Mgmt holds 0.38% in Accenture plc (NYSE:ACN) or 7,794 shares. First American Bancorp has invested 0.59% of its portfolio in Accenture plc (NYSE:ACN). Endurance Wealth Management Incorporated stated it has 0% of its portfolio in Accenture plc (NYSE:ACN). Illinois-based Dearborn Prtnrs Limited Liability Corp has invested 1.27% in Accenture plc (NYSE:ACN). Fny Managed Accounts Ltd holds 0.05% or 316 shares in its portfolio.

Park Avenue Securities Llc, which manages about $5.63 billion and $323.80 million US Long portfolio, upped its stake in Vanguard Mtg Backed Secs Etf (VMBS) by 13,977 shares to 437,858 shares, valued at $23.11 million in 2017Q3, according to the filing. It also increased its holding in Ishares Inc Core Msci Emerging Mkts Etf (IEMG) by 54,365 shares in the quarter, for a total of 512,131 shares, and has risen its stake in Alphabet Inc Cap Stk Cl C.

Investors sentiment increased to 1.1 in 2017 Q3. Its up 0.14, from 0.96 in 2017Q2. It improved, as 50 investors sold CAT shares while 377 reduced holdings. 125 funds opened positions while 344 raised stakes. 401.83 million shares or 0.39% less from 403.41 million shares in 2017Q2 were reported. Tiemann Invest Ltd Liability Corp has 0.78% invested in Caterpillar Inc. (NYSE:CAT) for 7,420 shares. Peoples Financial Svcs invested in 450 shares or 0.03% of the stock. Switzerland-based Gam Ag has invested 0.01% in Caterpillar Inc. (NYSE:CAT). Lmr Ptnrs Ltd Liability Partnership holds 0.17% of its portfolio in Caterpillar Inc. (NYSE:CAT) for 12,740 shares. Main Street Research Limited Co invested in 2.34% or 116,239 shares. Brown Brothers Harriman reported 0.02% stake. Sageworth Trust reported 595 shares. 38,625 were reported by Noesis Capital Mangement. Boys Arnold & stated it has 9,472 shares or 0.19% of all its holdings. First Republic Invest Mgmt has 0.08% invested in Caterpillar Inc. (NYSE:CAT). Freestone Cap Hldg Limited Co reported 0.14% stake. Eastern Bank has 9,928 shares. 397,800 are owned by Capital Intll Invsts. Howland Capital Management Ltd stated it has 0.32% of its portfolio in Caterpillar Inc. (NYSE:CAT). Artemis Inv Mngmt Ltd Liability Partnership holds 0.35% of its portfolio in Caterpillar Inc. (NYSE:CAT) for 136,500 shares.

Since August 4, 2017, it had 0 insider purchases, and 3 sales for $2.32 million activity. $1.58M worth of Caterpillar Inc. (NYSE:CAT) was sold by Long Suzette M. Shares for $522,724 were sold by DICKINSON DANIEL M on Monday, October 30.

Analysts await Caterpillar Inc. (NYSE:CAT) to report earnings on January, 25. They expect $1.73 earnings per share, up 108.43% or $0.90 from last year’s $0.83 per share. CAT’s profit will be $1.03B for 24.63 P/E if the $1.73 EPS becomes a reality. After $1.95 actual earnings per share reported by Caterpillar Inc. for the previous quarter, Wall Street now forecasts -11.28% negative EPS growth.

Among 31 analysts covering Caterpillar Inc. (NYSE:CAT), 15 have Buy rating, 4 Sell and 12 Hold. Therefore 48% are positive. Caterpillar Inc. had 109 analyst reports since July 27, 2015 according to SRatingsIntel. Bank of America upgraded the shares of CAT in report on Thursday, May 11 to “Buy” rating. Credit Suisse maintained it with “Outperform” rating and $155 target in Wednesday, October 25 report. The firm has “Underperform” rating given on Friday, September 25 by Macquarie Research. The rating was upgraded by Vertical Research on Friday, April 15 to “Buy”. The company was maintained on Thursday, October 26 by BMO Capital Markets. The rating was maintained by Barclays Capital with “Equal-Weight” on Wednesday, October 12. The stock has “Buy” rating by Barclays Capital on Tuesday, December 12. BMO Capital Markets maintained the shares of CAT in report on Thursday, September 14 with “Outperform” rating. The firm earned “Neutral” rating on Monday, April 25 by Goldman Sachs. The stock of Caterpillar Inc. (NYSE:CAT) has “Hold” rating given on Wednesday, October 25 by Stifel Nicolaus.

Vaughan David Investments Inc, which manages about $1.81 billion and $2.04B US Long portfolio, upped its stake in Verizon Communications (NYSE:VZ) by 7,362 shares to 651,816 shares, valued at $32.26 million in 2017Q3, according to the filing. It also increased its holding in Great Plains Energy Inc (NYSE:GXP) by 66,225 shares in the quarter, for a total of 460,504 shares, and has risen its stake in Williams Cos Inc (NYSE:WMB).

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