Ameriflex Group Inc. Has $1.13 Million Stock Position in Caterpillar Inc. $CAT

Ameriflex Group Inc. increased its holdings in Caterpillar Inc. (NYSE:CAT) by 47.1% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,362 shares of the industrial products company’s stock after purchasing an additional 756 shares during the period. Ameriflex Group Inc.’s holdings in Caterpillar were worth $1,127,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Kilter Group LLC acquired a new stake in Caterpillar in the second quarter worth about $27,000. Marquette Asset Management LLC boosted its position in shares of Caterpillar by 1,060.0% during the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after buying an additional 53 shares during the period. RiverPark Advisors LLC acquired a new stake in Caterpillar in the 2nd quarter valued at approximately $32,000. Joseph Group Capital Management acquired a new stake in Caterpillar in the 3rd quarter valued at $32,000. Finally, Vermillion & White Wealth Management Group LLC increased its stake in Caterpillar by 107.0% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock valued at $35,000 after buying an additional 46 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst price‑target upgrades from Jefferies and Oppenheimer lift longer‑term outlooks — Jefferies raised its target to $825 and Oppenheimer to $817, both keeping buy/outperform views, signaling near‑20% upside versus current levels. Jefferies Adjusts Price Target
• Positive Sentiment: Recent fundamentals remain supportive: Caterpillar beat revenue and EPS expectations in its last report (strong margins and revenue growth), which underpins analyst bullishness and medium‑term earnings expectations. Analyst Upgrade Coverage
• Neutral Sentiment: CEO Joseph Creed sold 2,500 shares (filed with the SEC), a small reduction in insider holdings that may be interpreted as routine liquidity rather than a signal of deteriorating fundamentals. SEC Filing
• Neutral Sentiment: Positive PR and brand buzz from a viral AI image and Caterpillar’s real pickup concept give the company free publicity and may support equipment‑brand equity, but have limited immediate revenue impact. Caterpillar Built a Yellow Pickup
• Negative Sentiment: Large intraday losses in CAT helped drive sharp Dow declines and reflect heavy profit‑taking and macro risk sentiment; that market stress is the main reason the stock is down today. Dow Falls Coverage
• Negative Sentiment: Critical commentary on valuation labels Caterpillar as a high‑quality but highly valued cyclical, which could amplify downside if macro or industrial demand weakens. Valuation Critique
• Negative Sentiment: Market coverage noting the stock’s day‑over‑day dip highlights short‑term momentum weakness and heavier intraday volume, contributing to negative price action. Why CAT Dipped

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the stock. UBS Group reiterated a “neutral” rating and issued a $677.00 target price on shares of Caterpillar in a research note on Monday, February 2nd. Wells Fargo & Company upped their price objective on shares of Caterpillar from $756.00 to $870.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 25th. DA Davidson raised their target price on Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. Morgan Stanley boosted their target price on shares of Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a research note on Tuesday, February 3rd. Finally, Royal Bank Of Canada lifted their price target on shares of Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a report on Friday, January 30th. Sixteen equities research 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. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $724.81.

Insider Activity

In other news, CEO Joseph E. Creed sold 2,500 shares of the firm’s 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 owned 35,083 shares of the company’s stock, valued at $25,222,221.19. This trade represents a 6.65% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Anthony D. Fassino sold 7,891 shares of the company’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $776.90, for a total transaction of $6,130,517.90. Following the sale, the insider directly owned 46,643 shares of the company’s stock, valued at $36,236,946.70. The trade was a 14.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 135,950 shares of company stock worth $94,327,990. 0.33% of the stock is currently owned by corporate insiders.

Caterpillar Price Performance

Shares of NYSE CAT opened at $681.31 on Friday. The stock has a fifty day moving average of $681.47 and a 200-day moving average of $574.20. 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 cap of $317.01 billion, a PE ratio of 36.20, a price-to-earnings-growth ratio of 1.67 and a beta of 1.54. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81.

Caterpillar (NYSE:CAT) last issued its quarterly 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 firm had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company’s revenue for the quarter was up 17.9% on a year-over-year basis. During the same quarter last year, the company posted $5.14 EPS. 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 announced a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th were given a $1.51 dividend. The ex-dividend date of this dividend was Tuesday, January 20th. This represents a $6.04 annualized dividend and a dividend yield of 0.9%. Caterpillar’s dividend payout ratio is currently 32.09%.

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.