Caterpillar Inc. $CAT Position Raised by Caliber Wealth Management LLC KS

Caliber Wealth Management LLC KS increased its position in shares of Caterpillar Inc. (NYSE:CAT) by 145.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,374 shares of the industrial products company’s stock after purchasing an additional 814 shares during the period. Caliber Wealth Management LLC KS’s holdings in Caterpillar were worth $787,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Marquette Asset Management LLC raised its holdings in 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 purchasing an additional 53 shares in the last quarter. IFS Advisors LLC bought a new stake in Caterpillar during the fourth quarter worth approximately $31,000. Joseph Group Capital Management bought a new stake in Caterpillar during the third quarter worth approximately $32,000. Rialto Wealth Management LLC raised its holdings in Caterpillar by 47.4% during the fourth 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 in the last quarter. Finally, Noble Wealth Management PBC raised 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 worth $34,000 after purchasing an additional 35 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst price-target upgrades lift sentiment — Wells Fargo raised its CAT target to $960 (citing AI/data-center demand) and Truist boosted its target to $920, keeping buy ratings; these lifts support higher investor expectations. Caterpillar Stock Can Gain 20%, Analyst Says Truist Raises Price Target
• Positive Sentiment: Acquisition of a California self-driving tractor startup signals a push into autonomy and recurring software/services revenue — a strategic move toward higher-margin, subscription-style income. Caterpillar acquires Californian self-driving tractor startup
• Positive Sentiment: Partnership with Geotab expands fleet telematics capabilities, improving data visibility and aftermarket/service revenue potential across customers’ mixed fleets. This supports Caterpillar’s shift to software-enabled services. Caterpillar Partners with Geotab on Full Fleet Telematics
• Positive Sentiment: Energy and data-center relevance — coverage highlights Caterpillar’s role supplying backup power and energy solutions for data centers, reinforcing a secular growth channel beyond traditional construction cycles. How Caterpillar is tapping into a 101-year-old toolbox to address future energy needs
• Positive Sentiment: Positive equity coverage and momentum – Zacks and IBD spotlight CAT as a stock to watch amid earnings strength and price momentum, reinforcing buying interest from momentum and growth investors. Earnings Growth & Price Strength Make Caterpillar a Stock to Watch
• Neutral Sentiment: Unrelated ticker note — CAT Strategic Metals (ticker CAT on other exchanges) announced a financing; this is a different, much smaller company and unlikely to affect Caterpillar Inc.’s shares. CAT Strategic Announces First Tranche Closing
• Negative Sentiment: Valuation and cyclicality remain risks — CAT trades at a rich multiple (PE ~42) and has above-market beta; heavy exposure to global capital spending means growth expectations are priced in and could magnify downside if macro or commodity cycles slow.

Caterpillar Trading Up 0.3%

NYSE CAT opened at $800.99 on Wednesday. Caterpillar Inc. has a twelve month low of $287.00 and a twelve month high of $820.20. 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 $372.69 billion, a price-to-earnings ratio of 42.56, a PEG ratio of 1.87 and a beta of 1.52. The firm’s 50 day moving average price is $737.55 and its two-hundred day moving average price is $640.69.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping 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 for the quarter, compared to analysts’ expectations of $17.81 billion. During the same period in the previous year, the company posted $5.14 EPS. The company’s quarterly revenue was up 17.9% compared to the same quarter last year. Equities analysts anticipate that Caterpillar Inc. will post 22.85 EPS for the current year.

Caterpillar Announces Dividend

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

Insider Buying and Selling at Caterpillar

In other news, insider Anthony D. Fassino sold 10,671 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the transaction, the insider directly owned 41,151 shares in the company, valued at $28,001,197.95. The trade was a 20.59% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Rodney Michael Shurman sold 2,278 shares of the business’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 transaction, the insider owned 1,443 shares in the company, valued at approximately $1,096,117.23. This represents a 61.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 125,950 shares of company stock worth $88,577,390 over the last 90 days. 0.33% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several brokerages recently commented on CAT. Royal Bank Of Canada boosted their target price on Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a report on Friday, January 30th. Rothschild & Co Redburn lifted their price target on shares of Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 4th. Oppenheimer lifted their price target on shares of Caterpillar from $817.00 to $832.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 14th. HSBC lifted their price target 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. Finally, DA Davidson lifted their price target on shares of Caterpillar from $569.00 to $650.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. Sixteen equities research 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. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $761.64.

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.