Intellus Advisors LLC boosted its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 81.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,265 shares of the industrial products company’s stock after acquiring an additional 1,016 shares during the period. Intellus Advisors LLC’s holdings in Caterpillar were worth $1,297,000 as of its most recent filing with the SEC.
Several other hedge funds have also added to or reduced their stakes in the stock. Plancorp LLC raised its position in Caterpillar by 0.5% in the fourth quarter. Plancorp LLC now owns 2,777 shares of the industrial products company’s stock worth $1,591,000 after acquiring an additional 15 shares during the period. BlueStem Wealth Partners LLC raised its stake in shares of Caterpillar by 1.3% in the fourth quarter. BlueStem Wealth Partners LLC now owns 1,192 shares of the industrial products company’s stock valued at $683,000 after buying an additional 15 shares during the period. KDT Advisors LLC raised its stake in shares of Caterpillar by 2.3% in the fourth quarter. KDT Advisors LLC now owns 657 shares of the industrial products company’s stock valued at $376,000 after buying an additional 15 shares during the period. Revolve Wealth Partners LLC raised its stake in shares of Caterpillar by 2.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 681 shares of the industrial products company’s stock valued at $390,000 after buying an additional 16 shares during the period. Finally, Security Financial Services INC. raised its stake in shares of Caterpillar by 0.4% in the fourth quarter. Security Financial Services INC. now owns 3,609 shares of the industrial products company’s stock valued at $2,068,000 after buying an additional 16 shares during the period. Institutional investors own 70.98% of the company’s stock.
Analyst Upgrades and Downgrades
CAT has been the topic of several research reports. Citigroup boosted their target price on Caterpillar from $905.00 to $1,020.00 and gave the company a “buy” rating in a research note on Friday, May 1st. HSBC boosted their target price on Caterpillar from $850.00 to $1,100.00 in a research note on Tuesday, May 5th. UBS Group reissued a “neutral” rating and issued a $677.00 price target on shares of Caterpillar in a research report on Monday, February 2nd. DA Davidson boosted their price target on shares of Caterpillar from $650.00 to $845.00 and gave the company a “neutral” rating in a research report on Monday, May 4th. Finally, Jefferies Financial Group boosted their price target on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Sixteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $923.14.
Caterpillar Stock Performance
NYSE:CAT opened at $865.86 on Friday. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. Caterpillar Inc. has a 52-week low of $336.24 and a 52-week high of $931.35. The firm has a market cap of $398.81 billion, a price-to-earnings ratio of 43.10, a PEG ratio of 1.72 and a beta of 1.63. The business’s fifty day moving average is $788.28 and its 200 day moving average is $689.51.
Caterpillar (NYSE:CAT – Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company had revenue of $17.42 billion for the quarter, compared to analyst estimates of $16.53 billion. During the same period in the previous year, the company posted $4.25 EPS. The firm’s revenue for the quarter was up 22.2% compared to the same quarter last year. Research analysts predict that Caterpillar Inc. will post 24.67 EPS for the current year.
Caterpillar Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Monday, April 20th were issued a dividend of $1.51 per share. This represents a $6.04 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Monday, April 20th. Caterpillar’s dividend payout ratio is 30.06%.
Trending Headlines about Caterpillar
Here are the key news stories impacting Caterpillar this week:
- Positive Sentiment: Caterpillar is being highlighted as a growing power-infrastructure play after a strategic framework agreement with ProPetro’s PROPWR unit to buy up to 2.1 gigawatts of incremental power-generation assets by 2031, reinforcing CAT’s role in electricity and backup-power equipment demand. Why Caterpillar (CAT) Is Becoming a Power Infrastructure Play Too
- Positive Sentiment: Jim Cramer called Caterpillar “integral to data center construction,” which supports the bullish view that CAT can benefit from the ongoing AI/data-center buildout and related infrastructure spending. Jim Cramer on Caterpillar: “It’s Integral to Data Center Construction”
- Positive Sentiment: Recent coverage of Caterpillar’s “Building Beyond” internship and new AI initiatives suggests the company is investing in next-generation technology and talent, which may help support longer-term sentiment. Caterpillar’s ‘Building Beyond’ internship showcases new AI
- Neutral Sentiment: Multiple roundup articles placing Caterpillar on lists of industrial, mining, and construction stocks suggest it remains a widely followed industrial name, but those mentions are not tied to a specific new catalyst. Industrial Stocks To Add to Your Watchlist – May 17th
- Neutral Sentiment: Broader “mooning stocks” and watchlist coverage may reflect strong momentum and proximity to highs, but it does not add a fresh fundamental update for CAT. 2 Mooning Stocks to Target This Week and 1 We Avoid
- Negative Sentiment: Deere’s earnings story included a stock decline despite a beat, reminding investors that industrial peers can sell off on margin or tariff-related concerns even when headline results are strong; this is a sector-level caution for Caterpillar rather than a CAT-specific problem. Deere Earnings Easily Beat, But There’s A Catch. The Stock Is Falling.
Insider Buying and Selling at Caterpillar
In related news, insider Anthony D. Fassino sold 16,283 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the sale, the insider owned 46,041 shares of the company’s stock, valued at approximately $42,210,388.80. This represents a 26.13% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Lange Bob De sold 24,222 shares of the company’s stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the sale, the insider directly owned 86,029 shares in the company, valued at $79,397,884.68. This trade represents a 21.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 100,551 shares of company stock worth $91,170,351 in the last ninety days. Insiders own 0.33% of the company’s stock.
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.
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