Caterpillar Inc. $CAT Stake Boosted by Turtle Creek Wealth Advisors LLC

Turtle Creek Wealth Advisors LLC increased its position in shares of Caterpillar Inc. (NYSE:CAT) by 8.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 33,037 shares of the industrial products company’s stock after purchasing an additional 2,459 shares during the quarter. Caterpillar accounts for about 1.5% of Turtle Creek Wealth Advisors LLC’s investment portfolio, making the stock its 12th largest holding. Turtle Creek Wealth Advisors LLC’s holdings in Caterpillar were worth $18,926,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Nvest Wealth Strategies Inc. bought a new position in Caterpillar during the fourth quarter worth $110,000. waypoint wealth counsel lifted its stake in Caterpillar by 7.4% during the fourth quarter. waypoint wealth counsel now owns 932 shares of the industrial products company’s stock worth $534,000 after purchasing an additional 64 shares during the last quarter. OLD National Bancorp IN lifted its stake in Caterpillar by 0.8% during the fourth quarter. OLD National Bancorp IN now owns 10,447 shares of the industrial products company’s stock worth $5,985,000 after purchasing an additional 85 shares during the last quarter. B. Metzler seel. Sohn & Co. AG lifted its stake in Caterpillar by 17.9% during the fourth quarter. B. Metzler seel. Sohn & Co. AG now owns 69,694 shares of the industrial products company’s stock worth $39,936,000 after purchasing an additional 10,603 shares during the last quarter. Finally, Bull Street Advisors LLC bought a new position in Caterpillar during the fourth quarter worth $201,000. 70.98% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Caterpillar

In related news, CEO Joseph E. Creed sold 2,500 shares of Caterpillar stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the sale, the chief executive officer directly 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO William E. Schaupp sold 972 shares of Caterpillar stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $764.20, for a total transaction of $742,802.40. Following the sale, the chief accounting officer owned 824 shares in the company, valued at approximately $629,700.80. This represents a 54.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 125,950 shares of company stock valued at $88,577,390. 0.33% of the stock is currently owned by insiders.

Caterpillar News Roundup

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

Caterpillar Stock Performance

CAT stock opened at $835.53 on Friday. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. The stock has a market capitalization of $388.76 billion, a price-to-earnings ratio of 44.40, a PEG ratio of 1.90 and a beta of 1.52. Caterpillar Inc. has a 1 year low of $297.07 and a 1 year high of $845.27. The stock’s fifty day moving average is $739.78 and its two-hundred day moving average is $643.21.

Caterpillar (NYSE:CAT) last posted its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. The company had revenue of $19.13 billion for the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same period last year, the business posted $5.14 earnings per share. On average, research analysts predict that Caterpillar Inc. will post 22.88 EPS for the current year.

Caterpillar Announces Dividend

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

Analysts Set New Price Targets

Several equities analysts recently issued reports on CAT shares. Morgan Stanley raised 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. JPMorgan Chase & Co. raised their price objective on Caterpillar from $765.00 to $860.00 and gave the stock an “overweight” rating in a research note on Wednesday, March 4th. Weiss Ratings reiterated a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Argus raised their target price on Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Finally, Wolfe Research raised their target price on Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research note on Tuesday, March 31st. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $767.77.

About Caterpillar

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.