Integris Wealth Management LLC Has $13.95 Million Holdings in Caterpillar Inc. $CAT

Integris Wealth Management LLC lessened its holdings in Caterpillar Inc. (NYSE:CAT) by 3.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 24,344 shares of the industrial products company’s stock after selling 894 shares during the quarter. Caterpillar makes up approximately 3.2% of Integris Wealth Management LLC’s holdings, making the stock its 11th biggest holding. Integris Wealth Management LLC’s holdings in Caterpillar were worth $13,946,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Marquette Asset Management LLC boosted its stake in 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 during the last quarter. IFS Advisors LLC bought a new stake in Caterpillar in the fourth quarter valued at about $31,000. Joseph Group Capital Management acquired a new stake in shares of Caterpillar in the 3rd quarter valued at approximately $32,000. Rialto Wealth Management LLC boosted its stake in Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 18 shares during the last quarter. Finally, Noble Wealth Management PBC grew its holdings in Caterpillar by 140.0% during the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after purchasing an additional 35 shares during the period. 70.98% of the stock is owned by institutional investors.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple forward-quarter and full-year EPS forecasts for CAT (including FY2026–FY2028 and several quarterly uplifts), pushing multi-year earnings power higher and supporting a more bullish outlook from analysts. (Zacks research note)
• Positive Sentiment: Analyst price-target increases and an upgrade have driven buying interest—separate notes lifted CAT targets to $700 and $750 and an upgrade sent the stock up intraday. Caterpillar (NYSE:CAT) Price Target Raised to $700.00 Caterpillar (NYSE:CAT) Price Target Raised to $750.00 Caterpillar (NYSE:CAT) Trading Up 3.1% After Analyst Upgrade
• Positive Sentiment: Local manufacturing expansion: Caterpillar plans to add ~200 jobs at its Victoria, Texas facility — signals ongoing demand for equipment and incremental capacity investment. Caterpillar to add 200 jobs at Victoria facility even as manufacturing activity across Texas slows
• Neutral Sentiment: C-suite governance change: CEO Joe Creed has taken on the additional role of board chairman following Jim Umpleby’s retirement — typically neutral but worth watching for any strategic shifts. Caterpillar CEO Joe Creed takes over added role as board chairman
• Neutral Sentiment: Macro tailwind: Geopolitical-driven market flows (the “Iran war FOMO” trade) have boosted industrial names including Caterpillar as investors rotate into defense- and infrastructure-exposed stocks. The Iran War FOMO Trade Is Sending Stocks Surging
• Negative Sentiment: Regulatory/supply-chain risk: U.S. senators have launched a review of heavy-equipment imports from Mexico that could lead to tariffs or restrictions affecting cross-border parts and finished goods — a potential headwind for Caterpillar’s Mexico-linked manufacturing footprint. Caterpillar Faces Mexico Import Review As Supply Chain Risks Resurface

Insider Buying and Selling

In other news, insider Anthony D. Fassino sold 7,891 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $776.90, for a total value of $6,130,517.90. Following the sale, the insider owned 46,643 shares of the company’s stock, valued at $36,236,946.70. The trade was a 14.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Rodney Michael Shurman sold 2,278 shares of the firm’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the completion of the transaction, the insider directly owned 1,443 shares of the company’s stock, valued at approximately $1,096,117.23. This trade represents a 61.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 125,950 shares of company stock valued at $88,577,390 over the last ninety days. Insiders own 0.33% of the company’s stock.

Caterpillar Stock Performance

Shares of Caterpillar stock opened at $717.23 on Monday. 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 firm has a market cap of $333.72 billion, a price-to-earnings ratio of 38.11, a price-to-earnings-growth ratio of 1.69 and a beta of 1.52. The stock’s 50-day moving average is $715.54 and its 200-day moving average is $615.21. Caterpillar Inc. has a one year low of $267.30 and a one year high of $789.81.

Caterpillar (NYSE:CAT) last announced its 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 business 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%.Caterpillar’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same quarter last year, the firm earned $5.14 EPS. Equities analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on CAT. Sanford C. Bernstein reiterated a “market perform” rating and issued a $678.00 target price on shares of Caterpillar in a report on Friday, January 30th. Argus raised their price objective on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. CICC Research assumed coverage on Caterpillar in a research note on Friday, February 6th. They issued an “outperform” rating for the company. Royal Bank Of Canada increased their price target on Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a report on Friday, January 30th. Finally, Morgan Stanley raised their price target on Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a research report on Tuesday, February 3rd. Sixteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $737.55.

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.