EPG Wealth Management LLC Increases Stock Holdings in Caterpillar Inc. $CAT

EPG Wealth Management LLC increased its stake in Caterpillar Inc. (NYSE:CAT) by 32.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,175 shares of the industrial products company’s stock after acquiring an additional 1,514 shares during the quarter. Caterpillar makes up about 0.8% of EPG Wealth Management LLC’s portfolio, making the stock its 29th biggest holding. EPG Wealth Management LLC’s holdings in Caterpillar were worth $2,947,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in CAT. Kilter Group LLC acquired a new position in shares of Caterpillar during the 2nd quarter worth about $27,000. Mid American Wealth Advisory Group Inc. acquired a new position in shares of Caterpillar during the second quarter valued at approximately $28,000. Marquette Asset Management LLC lifted its position in shares of Caterpillar by 1,060.0% in the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 53 shares in the last quarter. RiverPark Advisors LLC acquired a new stake in shares of Caterpillar in the second quarter worth approximately $32,000. Finally, Joseph Group Capital Management acquired a new position in Caterpillar in the 3rd quarter valued at $32,000. 70.98% of the stock is owned by hedge funds and other institutional investors.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst bullishness and backlog strength — Seeking Alpha initiates CAT with a Buy, highlighting strong Energy & Transportation demand, a big backlog increase and the potential for a double-digit sequential sales lift into Q4. These operational drivers are cited as the reason for CAT’s recent re-rate. Caterpillar Q4 Preview: Backlog, Margins, And The AI Power Trade
• Positive Sentiment: AI/digital upside — Coverage frames Caterpillar as an “overlooked” AI play based on its telematics, fleet optimization and software-driven services, which could support higher-margin recurring revenue over time. That narrative is helping sentiment ahead of results. Caterpillar stock is an ‘overlooked’ AI play. Here’s how.
• Positive Sentiment: Media endorsement — Jim Cramer noted that CAT no longer reliably falls on earnings, signaling growing investor confidence in management’s execution and in the company’s cyclical recovery, which can buoy the stock into the print. Jim Cramer on Caterpillar: “In the Old Days, CAT Usually Went Down on Earnings, That’s Over”
• Neutral Sentiment: Earnings preview coverage — Several outlets (MSN/Yahoo roundups) include CAT in the slate of major earnings this week and summarize what analysts will watch—revenue, margins, guidance and aftermarket demand—without taking a firm directional stance. Apple, Microsoft, Tesla, and Caterpillar set to report earnings this week
• Neutral Sentiment: “What to expect” guides — Preview pieces outline the key models to watch (segment revenue, backlog, pricing, cost pressures) and consensus estimates, setting expectations but not changing the fundamental debate. What to expect from Caterpillar’s (CAT) Q4 earnings
• Negative Sentiment: Analyst caution on profits — Zacks warns that CAT may report its sixth straight quarterly EPS decline due to weaker pricing and rising costs despite higher volumes, a development that could pressure near-term sentiment if management doesn’t show margin recovery or constructive guidance. Caterpillar is Set to Report Q4 Earnings: Buy, Sell or Hold the Stock?
• Neutral Sentiment: Consensus metric focus — A separate Zacks preview lists Wall Street estimates for key metrics (segments, backlog, margins) that investors will use to judge whether the company is stabilizing profits; misses could trigger a pullback, beats could reinforce the rally. Ahead of Caterpillar (CAT) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics

Insider Buying and Selling

In other news, CFO Andrew R. J. Bonfield sold 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total value of $5,750,600.00. Following the transaction, the chief financial officer directly owned 45,460 shares in the company, valued at approximately $26,142,227.60. This represents a 18.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Anthony D. Fassino sold 8,184 shares of Caterpillar stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $570.18, for a total transaction of $4,666,353.12. Following the completion of the sale, the insider owned 41,512 shares of the company’s stock, valued at $23,669,312.16. This trade represents a 16.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 54,729 shares of company stock valued at $31,084,308 over the last three months. Company insiders own 0.33% of the company’s stock.

Caterpillar Stock Up 0.5%

CAT stock opened at $639.03 on Wednesday. Caterpillar Inc. has a one year low of $267.30 and a one year high of $655.78. The firm has a market cap of $299.05 billion, a PE ratio of 32.80, a PEG ratio of 2.45 and a beta of 1.57. The firm’s 50 day moving average price is $598.01 and its 200-day moving average price is $515.39. 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 (NYSE:CAT) last posted its earnings results on Monday, November 3rd. The industrial products company reported $4.95 earnings per share (EPS) for the quarter, topping 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 company had revenue of $17.64 billion during the quarter, compared to analysts’ expectations of $16.72 billion. During the same quarter last year, the firm earned $5.17 earnings per share. The firm’s quarterly 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 EPS for the current year.

Caterpillar Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be issued a $1.51 dividend. This represents a $6.04 annualized dividend and a yield of 0.9%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s payout ratio is 31.01%.

Wall Street Analysts Forecast Growth

CAT has been the subject of a number of research reports. Oppenheimer upped their target price on shares of Caterpillar from $645.00 to $700.00 and gave the stock an “outperform” rating in a report on Tuesday, January 20th. Wells Fargo & Company upped their price objective on shares of Caterpillar from $675.00 to $702.00 and gave the company an “overweight” rating in a research note on Friday. Hsbc Global Res raised shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Thursday, November 6th. Citigroup boosted their target price on Caterpillar from $690.00 to $710.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Finally, Robert W. Baird increased their price target on Caterpillar from $612.00 to $680.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Caterpillar presently has an average rating of “Moderate Buy” and an average price target of $640.20.

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.