Apollon Wealth Management LLC Has $13.28 Million Position in Caterpillar Inc. $CAT

Apollon Wealth Management LLC reduced its holdings in Caterpillar Inc. (NYSE:CAT) by 6.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 23,188 shares of the industrial products company’s stock after selling 1,612 shares during the period. Apollon Wealth Management LLC’s holdings in Caterpillar were worth $13,284,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. IFS Advisors LLC acquired a new position in shares of Caterpillar during the 4th quarter worth about $31,000. Rialto Wealth Management LLC increased its stake in shares of 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 purchasing an additional 18 shares during the last quarter. Marquette Asset Management LLC increased its stake in shares of Caterpillar by 1,060.0% during the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 53 shares during the last quarter. Noble Wealth Management PBC increased its stake in shares of Caterpillar by 140.0% during the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 35 shares during the last quarter. Finally, Joseph Group Capital Management acquired a new position in shares of Caterpillar during the 3rd quarter worth about $32,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar News Summary

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

Caterpillar Price Performance

CAT stock 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. Caterpillar Inc. has a 1 year low of $282.46 and a 1 year high of $797.85. The company has a 50 day simple moving average of $726.61 and a 200 day simple moving average of $623.25. The stock has a market cap of $367.86 billion, a price-to-earnings ratio of 42.01, a P/E/G ratio of 1.85 and a beta of 1.52.

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

Caterpillar Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be given a $1.51 dividend. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date is Monday, April 20th. Caterpillar’s dividend payout ratio is 32.09%.

Insider Transactions at Caterpillar

In other Caterpillar news, insider Denise C. Johnson sold 39,138 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total value of $26,656,109.04. Following the completion of the transaction, the insider directly owned 43,350 shares in the company, valued at approximately $29,524,818. This represents a 47.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Lange Bob De sold 22,656 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the completion of the transaction, the insider owned 79,953 shares of the company’s stock, valued at approximately $57,574,954.83. This trade represents a 22.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 125,950 shares of company stock worth $88,577,390. 0.33% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research analysts have recently weighed in on CAT shares. Williams Trading set a $825.00 price objective on shares of Caterpillar in a research note on Tuesday, March 10th. HSBC lifted their target price on shares of Caterpillar from $660.00 to $850.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Morgan Stanley lifted their target price on shares of Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a report on Tuesday, February 3rd. Jefferies Financial Group lifted their target price on shares of Caterpillar from $785.00 to $825.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Finally, Truist Financial lifted their target price on shares of Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Sixteen equities research 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, the company has a consensus rating of “Moderate Buy” and an average target price of $741.68.

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.