Citizens & Northern Corp Has $2.41 Million Stake in Caterpillar Inc. $CAT

Citizens & Northern Corp boosted its stake in Caterpillar Inc. (NYSE:CAT) by 272.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,214 shares of the industrial products company’s stock after buying an additional 3,084 shares during the quarter. Citizens & Northern Corp’s holdings in Caterpillar were worth $2,414,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Marquette Asset Management LLC boosted its stake in Caterpillar by 1,060.0% in the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after buying an additional 53 shares in the last quarter. IFS Advisors LLC acquired a new stake in Caterpillar in the 4th quarter valued at $31,000. Joseph Group Capital Management acquired a new stake in Caterpillar in the 3rd quarter valued at $32,000. Rialto Wealth Management LLC boosted its stake in Caterpillar by 47.4% in the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after buying an additional 18 shares in the last quarter. Finally, Noble Wealth Management PBC boosted its stake in Caterpillar by 140.0% in the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 35 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Robert W. Baird raised its price target to $940 and kept an “outperform” rating, giving an explicit upside thesis that likely supported buying interest. Baird Adjusts Price Target on Caterpillar
• Positive Sentiment: Coverage framing Caterpillar as an unexpected AI/data-center and automation play is boosting the growth narrative beyond traditional construction/machinery demand. That thematic re-rating is supporting higher multiples. More Than Just Dirt: Caterpillar Is the AI Stock
• Positive Sentiment: Several analyst notes and outlets reiterate expectation for continued earnings growth and a likely beat in upcoming results, reinforcing investor confidence in near-term fundamentals. Caterpillar Earnings Expected to Grow
• Positive Sentiment: Broker and analyst optimism beyond one note: other outlets discuss bullish price targets and forecasts (speculative $1,000 scenarios), adding momentum from retail and momentum-focused funds. Is Caterpillar Stock Headed for $1,000?
• Positive Sentiment: Caterpillar reiterated its dividend and named a longtime executive as CFO — actions that reduce governance uncertainty and support shareholder-value narratives. Caterpillar Names New CFO
• Neutral Sentiment: Morgan Stanley nudged its price target to $430 but maintained an Underweight rating and flagged macro risks to earnings — a mixed signal that tempers some of the bullish momentum. Morgan Stanley Ups Caterpillar Target
• Neutral Sentiment: Market write-ups noting the recent intraday/short-term moves and questioning whether it’s “too late” highlight valuation and momentum risk—important context for risk-aware investors. Caterpillar Stock Moves
• Negative Sentiment: Critical pieces outline reasons to avoid CAT after a big run (valuation, mean-reversion risk, and concentrated upside already priced in), which could pressure sentiment if investors rotate out. 3 Reasons to Avoid CAT

Wall Street Analysts Forecast Growth

CAT has been the topic of a number of recent analyst reports. CICC Research initiated coverage on Caterpillar in a research note on Friday, February 6th. They issued an “outperform” rating on the stock. Argus boosted their price objective on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Daiwa Securities Group boosted their price objective on Caterpillar from $640.00 to $790.00 in a research note on Wednesday, February 25th. Morgan Stanley boosted their price objective on Caterpillar from $425.00 to $430.00 and gave the stock an “underweight” rating in a research note on Wednesday, April 15th. Finally, Barclays boosted their price objective on Caterpillar from $625.00 to $700.00 and gave the stock an “equal weight” rating in a research note on Tuesday, March 31st. Sixteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Caterpillar has an average rating of “Moderate Buy” and an average target price of $767.77.

Caterpillar Trading Up 3.3%

CAT stock opened at $835.53 on Friday. The company has a market cap of $388.76 billion, a P/E ratio of 44.40, a PEG ratio of 1.90 and a beta of 1.52. Caterpillar Inc. has a twelve month low of $297.07 and a twelve month high of $845.27. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The business has a fifty day moving average of $739.78 and a 200-day moving average of $643.21.

Caterpillar (NYSE:CAT) last released its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. The company had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm’s quarterly revenue was up 17.9% on a year-over-year basis. During the same quarter in the previous year, the company posted $5.14 earnings per share. As a group, equities research analysts expect that Caterpillar Inc. will post 22.88 EPS for the current year.

Caterpillar Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Monday, April 20th will be given a dividend of $1.51 per share. The ex-dividend date is Monday, April 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.7%. Caterpillar’s payout ratio is presently 32.09%.

Insider Activity at Caterpillar

In other news, CEO Joseph E. Creed sold 2,500 shares of the business’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the completion of the sale, the chief executive officer owned 35,083 shares in the company, valued at $25,222,221.19. The trade was a 6.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Rodney Michael Shurman sold 2,278 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the completion of the sale, the insider owned 1,443 shares of the company’s stock, valued at $1,096,117.23. This represents a 61.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 125,950 shares of company stock valued at $88,577,390 over the last quarter. 0.33% of the stock is currently owned by corporate insiders.

Caterpillar Company 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.