Caterpillar Inc. $CAT Shares Acquired by Global Financial Private Client LLC

Global Financial Private Client LLC boosted its position in Caterpillar Inc. (NYSE:CAT) by 240.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,562 shares of the industrial products company’s stock after acquiring an additional 1,809 shares during the quarter. Global Financial Private Client LLC’s holdings in Caterpillar were worth $1,222,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Pacific Point Advisors LLC acquired a new position in shares of Caterpillar during the 4th quarter worth about $579,000. Brighton Jones LLC lifted its stake in Caterpillar by 51.5% during the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after purchasing an additional 2,519 shares during the last quarter. Graham Capital Management L.P. acquired a new position in Caterpillar in the first quarter valued at approximately $1,000,000. Adage Capital Partners GP L.L.C. raised its holdings in Caterpillar by 87.1% during the first quarter. Adage Capital Partners GP L.L.C. now owns 134,754 shares of the industrial products company’s stock worth $44,442,000 after purchasing an additional 62,727 shares in the last quarter. Finally, Aprio Wealth Management LLC lifted its position in shares of Caterpillar by 3.4% during the 1st quarter. Aprio Wealth Management LLC now owns 1,958 shares of the industrial products company’s stock worth $646,000 after buying an additional 65 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bernstein raised its Caterpillar price target, saying a 2026 recovery is coming into view — a direct analyst upgrade that can support the stock if demand forecasts hold. Bernstein Raises Caterpillar (CAT) Target
• Positive Sentiment: The Wall Street Journal reports AI-driven demand for data‑center power helped lift Caterpillar shares recently — reinforcing that the company’s power‑generation segment is a meaningful growth driver. AI Demand Generates Rise in Caterpillar Shares
• Positive Sentiment: Barron’s highlights explosive growth in Caterpillar’s energy business as hyperscalers and data centers buy more backup and prime power — a structural demand boost that can lift margins and aftermarket service revenue. Caterpillar Stock Is an Unlikely AI Play
• Neutral Sentiment: Sector reporting shows Industrials were one of 2025’s best sectors (Caterpillar returned ~61%), reflecting data‑center and aerospace strength — supportive context but not new company‑specific catalysts. The S&P 500’s Top-Performing Sectors
• Neutral Sentiment: A Yahoo feature and Motley Fool analysis argue AI is transforming Caterpillar into a data‑center play and note investors are already pricing in sizable future earnings improvements — that implies upside if delivery exceeds expectations but vulnerability if growth slows. AI Is Transforming This Once-Boring Blue-Chip Stock Evaluating Caterpillar Stock’s Actual Performance
• Negative Sentiment: MarketWatch notes industrials finished the year softer, and broad sector weakness or a pullback in capex could pressure Caterpillar despite company‑specific tailwinds. Industrials Down as Strong Year Finishes With a Whimper

Caterpillar Price Performance

Shares of CAT opened at $573.03 on Friday. The company has a debt-to-equity ratio of 1.34, a quick ratio of 0.86 and a current ratio of 1.38. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $627.50. The firm has a 50-day simple moving average of $572.51 and a 200-day simple moving average of $482.71. The company has a market capitalization of $268.17 billion, a price-to-earnings ratio of 29.42, a price-to-earnings-growth ratio of 2.69 and a beta of 1.57.

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

Caterpillar Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be given a $1.51 dividend. The ex-dividend date is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a yield of 1.1%. Caterpillar’s dividend payout ratio (DPR) is presently 31.01%.

Analyst Ratings Changes

A number of research analysts recently commented on CAT shares. UBS Group increased their target price on shares of Caterpillar from $506.00 to $581.00 and gave the company a “neutral” rating in a research report on Tuesday, November 4th. Oppenheimer raised their price objective on Caterpillar from $513.00 to $645.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Robert W. Baird lifted their target price on Caterpillar from $612.00 to $680.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. JPMorgan Chase & Co. upped their target price on Caterpillar from $650.00 to $730.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. Finally, Truist Financial restated a “buy” rating and set a $729.00 price target (up previously from $582.00) on shares of Caterpillar in a research note on Thursday, October 30th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $616.00.

Insider Buying and Selling

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 10,000 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $571.44, for a total transaction of $5,714,400.00. Following the transaction, the chief financial officer owned 55,460 shares in the company, valued at approximately $31,692,062.40. The trade was a 15.28% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Anthony D. Fassino sold 8,184 shares of the stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $570.18, for a total value of $4,666,353.12. Following the transaction, the insider directly owned 41,512 shares of the company’s stock, valued at approximately $23,669,312.16. This trade represents a 16.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 61,895 shares of company stock worth $34,007,516 in the last three months. Company insiders own 0.33% of the company’s stock.

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.