Captrust Financial Advisors Purchases 1,862 Shares of Caterpillar Inc. $CAT

Captrust Financial Advisors increased its position in shares of Caterpillar Inc. (NYSE:CAT) by 1.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 134,088 shares of the industrial products company’s stock after buying an additional 1,862 shares during the quarter. Captrust Financial Advisors’ holdings in Caterpillar were worth $63,980,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in CAT. Pacific Point Advisors LLC bought a new stake in Caterpillar during the 4th quarter valued at $579,000. Brighton Jones LLC lifted its stake in shares of Caterpillar by 51.5% in the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock valued at $2,688,000 after buying an additional 2,519 shares in the last quarter. United Bank grew its holdings in shares of Caterpillar by 108.5% during the second quarter. United Bank now owns 4,083 shares of the industrial products company’s stock valued at $1,585,000 after buying an additional 2,125 shares during the last quarter. Schnieders Capital Management LLC. increased its position in shares of Caterpillar by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock worth $3,551,000 after acquiring an additional 347 shares in the last quarter. Finally, United Advisor Group LLC raised its holdings in shares of Caterpillar by 8.5% in the 2nd quarter. United Advisor Group LLC now owns 908 shares of the industrial products company’s stock worth $352,000 after acquiring an additional 71 shares during 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: Caterpillar won a large power-supply role for the new Monarch AI campus in West Virginia, agreeing to supply large natural‑gas generator sets to support up to ~2 GW of capacity. That expands CAT’s addressable market in long‑duration/critical-power for hyperscale AI data centers and could drive recurring long‑term revenue and service contracts. Caterpillar Taps Monarch AI Campus Power Deal As Valuation Stays Steady
• Positive Sentiment: Broader coverage highlights data‑center demand as a potential catalyst for a renewed rally in CAT shares—analysts and media point to the company’s positioning in power solutions (generators, engines, rentals, service) as a structural tailwind from AI build‑outs. Caterpillar’s secret weapon: Data centers could fuel a new rally
• Positive Sentiment: Underlying fundamentals remain supportive: Caterpillar beat Q4 earnings and revenue expectations (Jan 29), showing margin strength and revenue growth—factors that keep longer‑term analyst estimates and valuation narratives intact.
• Neutral Sentiment: CAT is getting increased retail/trader attention and media coverage; several “trending stock” roundups summarize drivers and risks but add no new fundamental data. Caterpillar Inc. (CAT) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Technical/market commentary notes CAT is testing support amid a broader pullback; this is useful for traders but not a fundamental change. Dow Jones Giant Caterpillar Hits Key Level Amid Stock Market Pullback
• Neutral Sentiment: Caterpillar appears as a named client in a corporate‑history AI launch (History Factory’s Chroniqle)—small PR/brand relevance but minimal near‑term impact on performance. History Factory Launches Chroniqle™: A Secure, Private AI Intelligence Engine for Enterprise
• Neutral Sentiment: Non-financial media pieces (e.g., lifestyle articles about literal caterpillars) are unrelated to the company’s stock fundamentals. 12 Types Of Caterpillars In Your Yard (& The Butterflies They Become)
• Negative Sentiment: Market reaction: coverage and intraday trade reports show CAT pulling back today as investors take profits and react to broader equity weakness; short‑term momentum and volume are below average, putting pressure on the 50‑day moving average level. Caterpillar (CAT) Stock Moves -1.19%: What You Should Know

Insider Activity at Caterpillar

In related news, insider Lange Bob De sold 22,656 shares of Caterpillar stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $720.11, for a total value of $16,314,812.16. Following the sale, the insider owned 79,953 shares of the company’s stock, valued at approximately $57,574,954.83. The trade was a 22.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO William E. Schaupp sold 972 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $764.20, for a total value of $742,802.40. Following the completion of the transaction, the chief accounting officer owned 824 shares in the company, valued at approximately $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 135,950 shares of company stock worth $94,327,990 over the last 90 days. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Price Performance

Shares of NYSE:CAT opened at $693.26 on Thursday. The company has a market capitalization of $322.57 billion, a P/E ratio of 36.84, a price-to-earnings-growth ratio of 1.66 and a beta of 1.54. The company’s 50-day moving average is $699.12 and its 200 day moving average is $590.66. 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 Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. The business 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% compared to the same quarter last year. During the same quarter last year, the company posted $5.14 earnings per share. On average, equities research analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Wall Street Analysts Forecast Growth

CAT has been the subject of a number of analyst reports. Rothschild & Co Redburn lifted their price target on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research note on Wednesday, February 4th. Morgan Stanley increased their price objective on Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a research note on Tuesday, February 3rd. Williams Trading set a $825.00 target price on Caterpillar in a research report on Tuesday, March 10th. Raymond James Financial reiterated a “market perform” rating on shares of Caterpillar in a report on Wednesday, January 7th. Finally, Daiwa Securities Group increased their price target on Caterpillar from $640.00 to $790.00 in a research report on Wednesday, February 25th. 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. According to MarketBeat.com, Caterpillar presently has an average rating of “Moderate Buy” and an average price target of $730.50.

About Caterpillar

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.