Apollon Financial LLC Has $2.71 Million Stock Holdings in Caterpillar Inc. $CAT

Apollon Financial LLC increased its stake in shares of Caterpillar Inc. (NYSE:CAT) by 199.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,734 shares of the industrial products company’s stock after purchasing an additional 3,155 shares during the quarter. Apollon Financial LLC’s holdings in Caterpillar were worth $2,712,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in CAT. Premier Path Wealth Partners LLC increased its position in Caterpillar by 7.0% in the 4th quarter. Premier Path Wealth Partners LLC now owns 3,332 shares of the industrial products company’s stock valued at $1,909,000 after acquiring an additional 217 shares during the period. Triad Wealth Partners LLC increased its position in Caterpillar by 48.1% in the 4th quarter. Triad Wealth Partners LLC now owns 1,145 shares of the industrial products company’s stock valued at $656,000 after acquiring an additional 372 shares during the period. Spirepoint Private Client LLC increased its position in Caterpillar by 2.0% in the 4th quarter. Spirepoint Private Client LLC now owns 2,141 shares of the industrial products company’s stock valued at $1,227,000 after acquiring an additional 42 shares during the period. Whitaker Myers Wealth Managers LTD. acquired a new position in Caterpillar in the 4th quarter valued at approximately $222,000. Finally, Rodgers & Associates LTD acquired a new position in Caterpillar in the 4th quarter valued at approximately $233,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar named veteran finance executive Kyle Epley as incoming CFO (effective May 1), an internal succession that reduces transition risk and preserves continuity in financial strategy. Caterpillar Names Veteran Executive Kyle Epley as CFO
• Positive Sentiment: Company messaging and coverage highlight record quarterly and full‑year results and a strong backlog — supporting revenue/earnings momentum that underpins the stock move. Caterpillar CFO Change Highlights Record Results And Valuation Questions
• Positive Sentiment: Earlier dividend action prompted a sharp intraday rally (reports showed a ~6.5% move after the announcement), underscoring management’s shareholder‑friendly posture. Caterpillar (NYSE:CAT) Trading Up 6.5% After Dividend Announcement
• Positive Sentiment: Analysts (Zacks and others) nudged up near‑term EPS forecasts and reiterated longer‑term upside cases, which supports estimates and reduces uncertainty around upcoming quarters. Why Caterpillar (CAT) is a Top Stock for the Long-Term
• Positive Sentiment: High‑profile bullish commentary (e.g., Jim Cramer) has amplified investor interest and momentum in the shares. Jim Cramer Believes “CAT Is One of the Most Viable Stocks”
• Neutral Sentiment: Sanford C. Bernstein raised its price target to $769 but kept a “market perform” rating — a mixed signal: higher PT but no upgrade to outperform. Bernstein adjusts price target on Caterpillar to $769
• Negative Sentiment: Valuation and cyclicality remain risks: coverage notes high valuation metrics (elevated P/E) and dependence on metals/mining and energy cycles — a sharp downturn in those end markets could hit demand and the share price. Caterpillar CFO Change Highlights Record Results And Valuation Questions

Analyst Ratings Changes

CAT has been the topic of a number of analyst reports. Bank of America upped their price objective on shares of Caterpillar from $735.00 to $825.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Williams Trading set a $825.00 price objective on shares of Caterpillar in a research note on Tuesday, March 10th. Robert W. Baird set a $805.00 target price on shares of Caterpillar in a research note on Friday, January 30th. DA Davidson increased their target price on shares of Caterpillar from $569.00 to $650.00 and gave the stock a “neutral” rating in a research note on Monday, February 2nd. Finally, Citigroup increased their target price on shares of Caterpillar from $760.00 to $785.00 and gave the stock a “buy” rating in a research note on Monday, March 9th. Sixteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $741.68.

Insider Buying and Selling at Caterpillar

In related 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 completion of the sale, the chief executive officer owned 35,083 shares in the company, valued at approximately $25,222,221.19. This trade represents a 6.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CAO William E. Schaupp sold 972 shares of Caterpillar stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total transaction of $742,802.40. Following the completion of the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 125,950 shares of company stock valued at $88,577,390 in the last three months. 0.33% of the stock is owned by corporate insiders.

Caterpillar Stock Up 0.4%

CAT opened at $790.60 on Friday. 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 50-day moving average is $726.61 and its 200 day moving average is $623.25. Caterpillar Inc. has a fifty-two week low of $282.46 and a fifty-two week high of $797.85. The firm has a market capitalization of $367.86 billion, a P/E ratio of 42.01, a PEG ratio of 1.85 and a beta of 1.52.

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

Caterpillar Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Monday, April 20th will be issued a dividend of $1.51 per share. This represents a $6.04 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Monday, April 20th. Caterpillar’s dividend payout ratio (DPR) is 32.09%.

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.