Financial Consulate Inc. Takes $1.05 Million Position in Caterpillar Inc. $CAT

Financial Consulate Inc. purchased a new position in Caterpillar Inc. (NYSE:CAT) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 2,191 shares of the industrial products company’s stock, valued at approximately $1,046,000.

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

Analysts Set New Price Targets

A number of analysts have commented on the company. Bank of America lifted their target price on Caterpillar from $594.00 to $650.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Citigroup upgraded Caterpillar from a “buy” rating to a “mixed” rating in a report on Tuesday, December 16th. Barclays boosted their target price on Caterpillar from $485.00 to $555.00 and gave the stock an “equal weight” rating in a research report on Thursday, October 30th. Royal Bank Of Canada began coverage on shares of Caterpillar in a report on Wednesday, October 22nd. They set a “sector perform” rating and a $560.00 price target on the stock. Finally, Hsbc Global Res raised shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Thursday, November 6th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $616.00.

Insider Transactions at Caterpillar

In related news, insider Jason Kaiser sold 10,707 shares of the firm’s stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $563.60, for a total value of $6,034,465.20. Following the transaction, the insider directly owned 8,649 shares of the company’s stock, valued at approximately $4,874,576.40. This trade represents a 55.32% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of the business’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $571.44, for a total value of $5,714,400.00. Following the sale, the chief financial officer directly owned 55,460 shares of the company’s stock, valued at $31,692,062.40. This represents a 15.28% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 61,895 shares of company stock worth $34,007,516 over the last three months. 0.33% of the stock is currently owned by insiders.

More 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

NYSE CAT opened at $573.03 on Friday. The company has a 50-day moving average price of $572.51 and a 200-day moving average price of $482.71. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $627.50. 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 firm has a market capitalization of $268.17 billion, a P/E ratio of 29.42, a PEG 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 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $16.72 billion. During the same quarter last year, the firm posted $5.17 earnings per share. The firm’s revenue was up 9.5% compared to the same quarter last year. Equities research analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Announces Dividend

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

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.