Bellwether Advisors LLC Boosts Stake in Caterpillar Inc. $CAT

Bellwether Advisors LLC raised its position in Caterpillar Inc. (NYSE:CAT) by 3,448.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,968 shares of the industrial products company’s stock after purchasing an additional 4,828 shares during the quarter. Bellwether Advisors LLC’s holdings in Caterpillar were worth $2,370,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Marquette Asset Management LLC boosted its holdings in Caterpillar by 1,060.0% during the 3rd 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 period. Joseph Group Capital Management acquired a new stake in shares of Caterpillar during the third quarter worth about $32,000. Kilter Group LLC purchased a new position in shares of Caterpillar in the second quarter valued at approximately $27,000. Sellwood Investment Partners LLC acquired a new position in shares of Caterpillar in the third quarter valued at approximately $35,000. Finally, RiverPark Advisors LLC purchased a new stake in Caterpillar during the 2nd quarter worth approximately $32,000. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar highlighted a broad set of product, services and technology launches at CONEXPO‑CON/AGG (AI, autonomy, connected fleet, Cat Rentals/Cat Compact) that reinforce service revenue and digital upsell opportunities. Caterpillar transforms the construction worksite at CONEXPO
• Positive Sentiment: Caterpillar announced partnerships to commercialize a natural‑gas + carbon capture system for the data‑center market, opening a potential new recurring‑revenue channel for power and emissions solutions. Caterpillar partners with OnePWR and Vero3
• Positive Sentiment: Product pipeline expansion: Caterpillar introduced new compact machines (compact‑radius excavator, TUL100 compact utility loader) addressing rental and small‑site demand — supporting parts, service and rental revenue growth. Caterpillar sees more demand for compact radius excavators Caterpillar debuts TUL100 compact utility loader
• Positive Sentiment: High‑profile endorsement: Jim Cramer singled out CAT as a reliable name in his week’s game plan and noted the company’s CONEXPO presence — a short‑term media tailwind for sentiment. Jim Cramer on Caterpillar: “A Total Straight Shooter”
• Neutral Sentiment: Caterpillar is expanding mining software amid a record backlog and a large rail services deal; this accelerates software/recurring revenue but also concentrates execution risk on integration and backlog fulfillment. Caterpillar expands mining software as record backlog and rail deal reshape risks
• Neutral Sentiment: Brand/product curiosity: media coverage of a Caterpillar pickup concept drove attention but the vehicle’s design and commercial prospects disappointed some observers — limited near‑term revenue impact but potential reputational noise. Caterpillar’s first pickup looks a lot like a Ford Super Duty The Caterpillar pickup truck is real, but not what people hoped
• Negative Sentiment: Market/sector weakness: CAT was cited among notable losers dragging the Dow lower today — a reflection of broad market risk‑off flows that can pressure even high‑quality cyclicals. Caterpillar, Sherwin‑Williams share losses contribute to Dow drop
• Negative Sentiment: Valuation/positioning concerns: commentary asking whether CAT has “rallied too far” highlights profit‑taking risk after strong multi‑year gains; that discussion likely amplifies selling pressure among momentum/trading investors. Has Caterpillar rallied too far after strong gains?

Wall Street Analyst Weigh In

CAT has been the subject of several research reports. Sanford C. Bernstein restated a “market perform” rating and issued a $678.00 price target on shares of Caterpillar in a research note on Friday, January 30th. Rothschild & Co Redburn boosted their target price on Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 4th. Royal Bank Of Canada upped 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. Evercore boosted their price objective on Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a research report on Monday, November 17th. Finally, Morgan Stanley raised their target price on shares of Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a report on Tuesday, February 3rd. Sixteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $712.52.

Insider Transactions at Caterpillar

In other Caterpillar news, insider Rodney Michael Shurman sold 2,278 shares of the firm’s stock in a transaction dated Monday, February 23rd. The stock was 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 of the company’s stock, valued at approximately $1,096,117.23. This trade represents a 61.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Denise C. Johnson sold 39,138 shares of Caterpillar stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $681.08, for a total value of $26,656,109.04. Following the sale, the insider owned 43,350 shares in the company, valued at $29,524,818. This trade represents a 47.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 133,450 shares of company stock valued at $92,530,665 over the last quarter. 0.33% of the stock is owned by corporate insiders.

Caterpillar Price Performance

Shares of NYSE CAT opened at $722.36 on Wednesday. The stock’s 50-day simple moving average is $674.01 and its 200-day simple moving average is $570.26. The firm has a market capitalization of $336.11 billion, a PE ratio of 38.38, a price-to-earnings-growth ratio of 1.78 and a beta of 1.54. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 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 company had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. During the same period in the prior year, the firm posted $5.14 earnings per share. The firm’s revenue was up 17.9% on a year-over-year basis. As a group, equities research analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Tuesday, January 20th were paid a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date was Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is currently 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.