Beacon Investment Advisory Services Inc. Has $32.72 Million Holdings in Caterpillar Inc. $CAT

Beacon Investment Advisory Services Inc. boosted its position in shares of Caterpillar Inc. (NYSE:CAT) by 102.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 57,120 shares of the industrial products company’s stock after acquiring an additional 28,975 shares during the period. Caterpillar accounts for 1.3% of Beacon Investment Advisory Services Inc.’s investment portfolio, making the stock its 20th biggest holding. Beacon Investment Advisory Services Inc.’s holdings in Caterpillar were worth $32,722,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Fisher Asset Management LLC lifted its position in shares of Caterpillar by 2.3% during the 2nd quarter. Fisher Asset Management LLC now owns 9,418,321 shares of the industrial products company’s stock worth $3,656,286,000 after purchasing an additional 208,196 shares during the last quarter. Wellington Management Group LLP increased its position in Caterpillar by 3,949.8% in the 3rd quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock worth $2,494,568,000 after buying an additional 5,098,964 shares during the period. Bank of New York Mellon Corp increased its position in Caterpillar by 20.7% in the 3rd 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. Invesco Ltd. lifted its holdings in shares of Caterpillar by 4.5% during the second quarter. Invesco Ltd. now owns 3,282,720 shares of the industrial products company’s stock worth $1,274,385,000 after buying an additional 140,784 shares during the last quarter. Finally, Legal & General Group Plc boosted its position in shares of Caterpillar by 2.2% in the third quarter. Legal & General Group Plc now owns 2,802,068 shares of the industrial products company’s stock valued at $1,337,007,000 after acquiring an additional 58,993 shares during the period. 70.98% of the stock is currently owned by institutional investors.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group nudged up its profit forecasts — the bank raised FY2027 EPS to $27.95 (from $27.65) and slightly lifted FY2026 to $22.70, both well above the street consensus of ~$19.86. This supports a stronger earnings outlook for CAT. Erste Group raises EPS estimates
• Neutral Sentiment: Deal and growth coverage — coverage of Caterpillar supplying power‑generation equipment to Atlas Energy and its role in powering Nscale’s AI compute campus highlights revenue diversification and exposure to AI/energy demand, but analysts are mixed on near-term financial impact and timing. Analysts mixed on Atlas Energy agreement Caterpillar and Nscale AI campus
• Neutral Sentiment: Community & STEM initiatives may support brand and hiring but have limited direct near‑term financial impact (Alvernia collaboration; Goodwill Arkansas funding). Alvernia partnership Goodwill Arkansas funding
• Negative Sentiment: Heightened legal risk — Caterpillar has countersued Bobcat (Doosan Bobcat) over alleged patent infringement and has accused the rival of industrial espionage; litigation can lead to legal costs, injunction risk or distraction. Reuters: Caterpillar countersues Bobcat ENR: alleges industrial espionage
• Negative Sentiment: Divestment headline — Washington state sold off ~$62M of Caterpillar bonds amid activist pressure; public-sector divestment can dent sentiment and signal ESG-related investor risk. WA sells Caterpillar bonds
• Negative Sentiment: Market/sector selloff — Caterpillar was mentioned among stocks that weighed on the Dow amid a near‑350 point decline, so broad risk‑off flows likely pressured the share price alongside company‑specific headlines. Market drop including CAT

Caterpillar Trading Up 0.0%

Shares of Caterpillar stock opened at $695.49 on Monday. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $789.81. The firm has a market capitalization of $323.61 billion, a PE ratio of 36.96, a price-to-earnings-growth ratio of 1.64 and a beta of 1.53. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. The company’s fifty day moving average price is $708.66 and its two-hundred day moving average price is $605.70.

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

Insider Activity at Caterpillar

In related news, CAO William E. Schaupp sold 972 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total value of $742,802.40. Following the sale, the chief accounting officer owned 824 shares of the company’s stock, valued at $629,700.80. The trade was a 54.12% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Rodney Michael Shurman sold 2,278 shares of the company’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the completion of the sale, the insider owned 1,443 shares in the company, valued at $1,096,117.23. This trade represents a 61.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 135,950 shares of company stock valued at $94,327,990. Corporate insiders own 0.33% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the stock. HSBC boosted their target price on shares of Caterpillar from $660.00 to $850.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. Robert W. Baird set a $805.00 price target on shares of Caterpillar in a research report on Friday, January 30th. Wells Fargo & Company boosted their price objective on shares of Caterpillar from $756.00 to $870.00 and gave the stock an “overweight” rating in a report on Wednesday, February 25th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $678.00 price objective on shares of Caterpillar in a research report on Friday, January 30th. Finally, Truist Financial lifted their target price on Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Sixteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and a consensus target price of $730.50.

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.