Wealth Enhancement Advisory Services LLC Acquires 4,159 Shares of Caterpillar Inc. $CAT

Wealth Enhancement Advisory Services LLC increased its stake in shares of Caterpillar Inc. (NYSE:CAT) by 2.7% during the 3rd quarter, Holdings Channel reports. The fund owned 158,970 shares of the industrial products company’s stock after acquiring an additional 4,159 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Caterpillar were worth $77,372,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in CAT. Abacus Planning Group Inc. raised its holdings in Caterpillar by 0.6% during the third quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock worth $1,534,000 after buying an additional 20 shares during the last quarter. Coastwise Capital Group LLC grew its position in Caterpillar by 1.8% during the third quarter. Coastwise Capital Group LLC now owns 1,168 shares of the industrial products company’s stock valued at $557,000 after buying an additional 21 shares during the period. Live Oak Private Wealth LLC boosted its stake in Caterpillar by 0.7% in the third quarter. Live Oak Private Wealth LLC now owns 3,525 shares of the industrial products company’s stock valued at $1,682,000 after acquiring an additional 23 shares during the last quarter. Syntegra Private Wealth Group LLC grew its position in shares of Caterpillar by 2.4% during the 3rd quarter. Syntegra Private Wealth Group LLC now owns 1,037 shares of the industrial products company’s stock valued at $495,000 after acquiring an additional 24 shares during the period. Finally, Coastline Trust Co raised its holdings in shares of Caterpillar by 0.4% in the 3rd quarter. Coastline Trust Co now owns 6,530 shares of the industrial products company’s stock worth $3,116,000 after purchasing an additional 24 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have issued reports on CAT. Raymond James Financial restated a “market perform” rating on shares of Caterpillar in a research note on Wednesday, January 7th. Bank of America increased their target price on shares of Caterpillar from $650.00 to $708.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Wells Fargo & Company started coverage on shares of Caterpillar in a research note on Thursday, November 13th. They issued an “overweight” rating and a $675.00 price objective for the company. Weiss Ratings reiterated a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. Finally, UBS Group lifted their target price on Caterpillar from $506.00 to $581.00 and gave the company a “neutral” rating in a report on Tuesday, November 4th. Three analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Caterpillar has a consensus rating of “Moderate Buy” and a consensus target price of $625.85.

Insider Activity at Caterpillar

In related news, insider Anthony D. Fassino sold 8,184 shares of the company’s stock in a transaction on Monday, November 10th. The shares were sold at an average price of $570.18, for a total transaction of $4,666,353.12. Following the completion of the transaction, the insider owned 41,512 shares in the company, valued at approximately $23,669,312.16. This represents a 16.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Lange Bob De sold 14,638 shares of the business’s stock in a transaction dated Wednesday, November 5th. The stock was sold at an average price of $562.36, for a total value of $8,231,825.68. Following the completion of the sale, the insider owned 80,209 shares in the company, valued at $45,106,333.24. This represents a 15.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 54,729 shares of company stock worth $31,084,308 in the last three months. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Stock Performance

CAT traded down $9.33 during midday trading on Tuesday, hitting $637.56. 287,413 shares of the company traded hands, compared to its average volume of 2,227,787. The company has a quick ratio of 0.86, a current ratio of 1.38 and a debt-to-equity ratio of 1.34. The company’s 50-day moving average is $588.42 and its 200 day moving average is $505.37. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $655.68. The firm has a market capitalization of $298.36 billion, a PE ratio of 32.74, a price-to-earnings-growth ratio of 2.50 and a beta of 1.57.

Caterpillar (NYSE:CAT) last issued its earnings results on Monday, November 3rd. The industrial products company reported $4.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.52 by $0.43. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The company had revenue of $17.64 billion for the quarter, compared to analysts’ expectations of $16.72 billion. During the same quarter last year, the company posted $5.17 earnings per share. The firm’s quarterly revenue was up 9.5% on a year-over-year basis. On average, research analysts expect that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be issued a $1.51 dividend. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $6.04 annualized dividend and a yield of 0.9%. Caterpillar’s dividend payout ratio is currently 31.01%.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Oppenheimer raised its price target on CAT to $700 from $645 and maintained an “outperform” rating — a notable, near-term bullish catalyst that signals analyst confidence and implies material upside from recent levels. Oppenheimer adjusts price target on Caterpillar to $700 from $645, maintains outperform rating
• Positive Sentiment: Caterpillar unveiled “Cat AI Assistant” — a product push into AI-enabled services that could lift aftermarket, software and service-margin growth over time if adopted by dealers and fleet customers. Caterpillar reveals Cat AI Assistant
• Positive Sentiment: Analysts and commentators note Caterpillar could benefit from 2026 data-center buildouts (higher on-site power demand for hyperscalers), supporting sales for Caterpillar’s power systems and rental businesses. This is a structural growth angle tied to AI-driven capex. How Caterpillar stock stands to benefit from data center buildout in 2026
• Positive Sentiment: Brokerage consensus remains constructive (average recommendation “Moderate Buy”), reinforcing the upgrade momentum and providing support for institutional demand. Caterpillar Inc. (NYSE:CAT) Given Average Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Comparisons to Volvo highlight mixed sector dynamics — slowing demand and tariff pressures are offset by long-term infrastructure investments and tech/capacity investments; this frames both risk and opportunity. Caterpillar vs. Volvo: Which Heavy Equipment Stock is the Better Buy?
• Neutral Sentiment: Broader dividend-portfolio pieces mention dividend strategies for 2026; these are background for income investors but not an immediate catalyst specific to CAT. Should You Buy Dividend Aristocrats in 2026?
• Negative Sentiment: Questions about returning to production of new on-highway engines raise strategic/product uncertainty (possible lost revenue or slower re-entry costs) that could weigh on longer-term top-line visibility if not resolved. Will Caterpillar ever return to production of new on-highway engines?

Caterpillar Profile

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and locomotives. The company’s product portfolio includes earthmoving machines such as excavators, bulldozers, wheel loaders and off‑highway trucks, as well as a range of power generation products including generator sets and power systems for industrial and commercial use. Caterpillar serves customers across heavy construction, mining, energy, transportation and related industries with both equipment and integrated technology solutions.

In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.