Eagle Wealth Advisors LLC Buys New Holdings in Caterpillar Inc. $CAT

Eagle Wealth Advisors LLC bought a new stake in Caterpillar Inc. (NYSE:CAT) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 657 shares of the industrial products company’s stock, valued at approximately $376,000.

Several other hedge funds have also bought and sold shares of the company. Ashton Thomas Private Wealth LLC lifted its stake in Caterpillar by 1.8% in the 4th quarter. Ashton Thomas Private Wealth LLC now owns 20,619 shares of the industrial products company’s stock valued at $11,812,000 after purchasing an additional 371 shares during the last quarter. First National Bank of Hutchinson acquired a new stake in Caterpillar in the 4th quarter valued at about $205,000. RMR Wealth Builders lifted its stake in Caterpillar by 34.7% in the 4th quarter. RMR Wealth Builders now owns 1,849 shares of the industrial products company’s stock valued at $1,059,000 after purchasing an additional 476 shares during the last quarter. Anchyra Partners LLC acquired a new stake in Caterpillar in the 4th quarter valued at about $616,000. Finally, Nippon Life Global Investors Americas Inc. lifted its stake in Caterpillar by 58.4% in the 4th quarter. Nippon Life Global Investors Americas Inc. now owns 67,260 shares of the industrial products company’s stock valued at $38,531,000 after purchasing an additional 24,800 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Robert W. Baird upgraded CAT and raised its price target sharply (from $805 to $940), citing stronger fundamentals and boosting short‑term sentiment — this upgrade helped drive recent upside. Caterpillar (NYSE:CAT) Stock Price Up 3.3% Following Analyst Upgrade
• Positive Sentiment: Caterpillar reaffirmed its dividend (quarterly $1.51, paid May 19), supporting shareholder-return expectations and attracting income-focused investors. Caterpillar Inc. (CAT) Asserts Commitment to Shareholder Value Amid Management Change
• Positive Sentiment: Analysts and screens expect Caterpillar earnings to continue growing into the next report — that prospect of further earnings beats is a fundamental positive supporting the rally. Caterpillar (CAT) Earnings Expected to Grow: Should You Buy?
• Positive Sentiment: Longer-term thematic coverage highlights CAT’s exposure to AI/data‑center power and automation, reframing the company beyond traditional heavy equipment and supporting a higher multiple for some investors. More Than Just Dirt: Caterpillar Is the AI Stock Nobody Saw Coming
• Neutral Sentiment: CFO Andrew Bonfield announced retirement in October; internal successor Kyle Epley will take over in May — management continuity reduces disruption risk, but any leadership change bears watching. Caterpillar (CAT) CFO Andrew Bonfield to Retire
• Neutral Sentiment: Several pieces call out the very strong short‑term run (30–90 day gains) and prompt a valuation check — this fuels both bullish momentum and investor caution about stretched multiples. Caterpillar (CAT) Valuation Check After A Strong Short Term Share Price Run
• Negative Sentiment: Morgan Stanley raised its numerical target slightly but kept an Underweight rating, signaling macro and cyclical downside risk to earnings that could pressure the stock if industrial demand softens. Morgan Stanley Ups Caterpillar (CAT) Target to $430, Flags Macro Risks to Earnings
• Negative Sentiment: Critical commentary and “avoid” pieces warn that the post‑earnings rally may have priced in too much growth — these narratives can accelerate profit‑taking by momentum traders. 3 Reasons to Avoid CAT and 1 Stock to Buy Instead

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Bank of America raised their target price 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. Argus raised their price objective on shares of Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Barclays raised their price objective on shares of Caterpillar from $625.00 to $700.00 and gave the stock an “equal weight” rating in a research report on Tuesday, March 31st. Morgan Stanley raised their price objective on shares of Caterpillar from $425.00 to $430.00 and gave the stock an “underweight” rating in a research report on Wednesday, April 15th. Finally, Jefferies Financial Group raised their price objective on shares of Caterpillar from $825.00 to $900.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Caterpillar presently has a consensus rating of “Moderate Buy” and a consensus target price of $767.77.

Caterpillar Trading Down 0.0%

Shares of CAT stock opened at $830.59 on Monday. Caterpillar Inc. has a 12-month low of $302.17 and a 12-month high of $845.27. The firm has a 50 day moving average price of $740.91 and a two-hundred day moving average price of $647.67. The company has a market capitalization of $386.46 billion, a PE ratio of 44.13, a price-to-earnings-growth ratio of 1.95 and a beta of 1.52. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44.

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. The company had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The firm’s quarterly revenue was up 17.9% on a year-over-year basis. During the same period in the previous year, the business earned $5.14 earnings per share. As a group, analysts predict that Caterpillar Inc. will post 22.89 earnings per share for the current year.

Caterpillar Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Monday, April 20th will be given a dividend of $1.51 per share. The ex-dividend date of this dividend is Monday, April 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.7%. Caterpillar’s dividend payout ratio is currently 32.09%.

Insider Buying and Selling at Caterpillar

In related news, CEO Joseph E. Creed sold 2,500 shares of the stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the sale, the chief executive officer owned 35,083 shares of the company’s stock, valued at $25,222,221.19. This represents a 6.65% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Rodney Michael Shurman sold 2,278 shares of the stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total value of $1,730,391.58. Following the sale, the insider directly owned 1,443 shares in the company, valued at $1,096,117.23. This represents a 61.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 125,950 shares of company stock valued at $88,577,390 over the last ninety days. 0.33% of the stock is owned by corporate insiders.

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.