SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Increases Stake in Caterpillar Inc. $CAT

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co boosted its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 117.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,074 shares of the industrial products company’s stock after buying an additional 2,200 shares during the quarter. Caterpillar accounts for 1.4% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s investment portfolio, making the stock its 19th largest position. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings in Caterpillar were worth $1,944,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Norges Bank purchased a new stake in Caterpillar during the 2nd quarter worth about $2,165,899,000. Massachusetts Financial Services Co. MA boosted its stake in shares of Caterpillar by 1,851.8% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock valued at $873,382,000 after buying an additional 1,736,631 shares during the period. Marshall Wace LLP grew its position in shares of Caterpillar by 425.2% during the second quarter. Marshall Wace LLP now owns 761,800 shares of the industrial products company’s stock worth $295,738,000 after buying an additional 616,739 shares in the last quarter. Bank of New York Mellon Corp increased its stake in shares of Caterpillar by 20.7% during the third quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock worth $1,695,757,000 after buying an additional 609,023 shares during the period. Finally, Voya Investment Management LLC raised its holdings in Caterpillar by 36.9% in the third quarter. Voya Investment Management LLC now owns 1,777,589 shares of the industrial products company’s stock valued at $848,177,000 after acquiring an additional 478,972 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Stock Up 7.1%

Caterpillar stock opened at $726.38 on Monday. The company has a market capitalization of $339.93 billion, a P/E ratio of 38.60, a PEG ratio of 1.72 and a beta of 1.58. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $727.40. The stock has a 50-day simple moving average of $617.15 and a 200-day simple moving average of $530.49.

Caterpillar (NYSE:CAT) last released its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate of $4.67 by $0.49. The company had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm’s revenue was up 17.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $5.14 earnings per share. Equities research analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be given a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is presently 32.09%.

Wall Street Analyst Weigh In

CAT has been the topic of a number of recent analyst reports. Sanford C. Bernstein reissued a “market perform” rating and issued a $678.00 price objective on shares of Caterpillar in a research report on Friday, January 30th. Oppenheimer increased their target price on Caterpillar from $700.00 to $729.00 and gave the company an “outperform” rating in a report on Friday, January 30th. DA Davidson raised their price target on Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a research note on Monday, February 2nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. Finally, William Blair set a $735.00 target price on Caterpillar in a research report on Friday, January 30th. Sixteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Caterpillar currently has an average rating of “Moderate Buy” and a consensus price target of $690.90.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 beat and revenue/backlog strength — CAT reported revenue and EPS above expectations and highlighted a record backlog that supports near‑term revenue visibility. Zacks: Post Q4 analysis
• Positive Sentiment: AI / data‑center tailwind — Coverage highlights growing demand for power and infrastructure tied to AI data‑center buildouts, which is a new revenue catalyst beyond traditional equipment cycles. Yahoo: AI data centers
• Positive Sentiment: Analyst upgrade & higher price target — HSBC raised its CAT target to $850 and maintained a buy rating, adding upward pressure to the stock. MarketScreener: HSBC PT raise
• Neutral Sentiment: Market momentum helped lift the name — CAT was one of the contributors to the Dow’s rally today, so some of the move is broad market/sector strength rather than company‑specific news. MSN: Dow soars
• Neutral Sentiment: Valuation debate — Multiple writeups note that CAT’s rerating has pushed valuation to a premium, framing risk/reward even as fundamentals improve. This shapes investor caution but doesn’t change the underlying backlog/earnings. MarketBeat: Valuation piece
• Negative Sentiment: Large insider selling — Several senior insiders disclosed multi‑million dollar stock sales (e.g., Denise C. Johnson, Bob De Lange), which can signal profit‑taking and may create short‑term selling pressure. InsiderTrades: Insider sales
• Negative Sentiment: Analyst caution on pace of growth — CFRA and others warn that while financials are strong, underlying growth may not be fast enough to justify some of the recent extreme share‑price moves; that comment tempers the rally. YouTube: CFRA caution

Insider Buying and Selling

In other news, insider Lange Bob De sold 16,070 shares of the company’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $704.97, for a total value of $11,328,867.90. Following the completion of the sale, the insider directly owned 79,953 shares of the company’s stock, valued at approximately $56,364,466.41. This represents a 16.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of the firm’s stock in a transaction dated Wednesday, December 31st. The stock was 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 SEC filing for this sale provides additional information. Insiders sold a total of 112,563 shares of company stock valued at $73,657,655 in the last quarter. Corporate 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.