Braun Stacey Associates Inc. Has $21.14 Million Stock Position in Caterpillar Inc. $CAT

Braun Stacey Associates Inc. increased its position in shares of Caterpillar Inc. (NYSE:CAT) by 50.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 36,905 shares of the industrial products company’s stock after buying an additional 12,294 shares during the period. Braun Stacey Associates Inc.’s holdings in Caterpillar were worth $21,142,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Marquette Asset Management LLC raised its stake in Caterpillar by 1,060.0% in 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. IFS Advisors LLC bought a new position in Caterpillar in the 4th quarter valued at about $31,000. Joseph Group Capital Management bought a new position in shares of Caterpillar during the third quarter worth approximately $32,000. Rialto Wealth Management LLC boosted its position in shares of Caterpillar by 47.4% in the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after acquiring an additional 18 shares during the period. Finally, Noble Wealth Management PBC raised its stake in Caterpillar by 140.0% in 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 in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple forward-quarter and full-year EPS forecasts for CAT (including FY2026–FY2028 and several quarterly uplifts), pushing multi-year earnings power higher and supporting a more bullish outlook from analysts. (Zacks research note)
• Positive Sentiment: Analyst price-target increases and an upgrade have driven buying interest—separate notes lifted CAT targets to $700 and $750 and an upgrade sent the stock up intraday. Caterpillar (NYSE:CAT) Price Target Raised to $700.00 Caterpillar (NYSE:CAT) Price Target Raised to $750.00 Caterpillar (NYSE:CAT) Trading Up 3.1% After Analyst Upgrade
• Positive Sentiment: Local manufacturing expansion: Caterpillar plans to add ~200 jobs at its Victoria, Texas facility — signals ongoing demand for equipment and incremental capacity investment. Caterpillar to add 200 jobs at Victoria facility even as manufacturing activity across Texas slows
• Neutral Sentiment: C-suite governance change: CEO Joe Creed has taken on the additional role of board chairman following Jim Umpleby’s retirement — typically neutral but worth watching for any strategic shifts. Caterpillar CEO Joe Creed takes over added role as board chairman
• Neutral Sentiment: Macro tailwind: Geopolitical-driven market flows (the “Iran war FOMO” trade) have boosted industrial names including Caterpillar as investors rotate into defense- and infrastructure-exposed stocks. The Iran War FOMO Trade Is Sending Stocks Surging
• Negative Sentiment: Regulatory/supply-chain risk: U.S. senators have launched a review of heavy-equipment imports from Mexico that could lead to tariffs or restrictions affecting cross-border parts and finished goods — a potential headwind for Caterpillar’s Mexico-linked manufacturing footprint. Caterpillar Faces Mexico Import Review As Supply Chain Risks Resurface

Insider Activity at Caterpillar

In related news, 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 value of $1,730,391.58. Following the sale, the insider owned 1,443 shares of the company’s stock, valued at $1,096,117.23. The trade was a 61.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Anthony D. Fassino sold 10,671 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $680.45, for a total value of $7,261,081.95. Following the completion of the sale, the insider owned 41,151 shares in the company, valued at $28,001,197.95. This trade represents a 20.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 125,950 shares of company stock valued at $88,577,390 in the last quarter. Insiders own 0.33% of the company’s stock.

Analyst Ratings Changes

CAT has been the subject of several recent research reports. Rothschild & Co Redburn boosted 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. Robert W. Baird set a $805.00 target price on Caterpillar in a research report on Friday, January 30th. Daiwa Securities Group increased their target price on Caterpillar from $640.00 to $790.00 in a report on Wednesday, February 25th. Bank of America boosted their price target on Caterpillar from $735.00 to $825.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Finally, Citigroup increased their price objective on shares of Caterpillar from $760.00 to $785.00 and gave the stock a “buy” rating in a research note on Monday, March 9th. Sixteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $737.55.

Caterpillar Stock Up 0.0%

Shares of NYSE:CAT opened at $717.23 on Friday. The company has a market capitalization of $333.72 billion, a PE ratio of 38.11, a price-to-earnings-growth ratio of 1.69 and a beta of 1.52. Caterpillar Inc. has a 52-week low of $267.30 and a 52-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. The company has a fifty day moving average of $715.54 and a 200-day moving average of $614.06.

Caterpillar (NYSE:CAT) last issued its earnings results 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. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The business had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. During the same quarter in the prior year, the firm earned $5.14 EPS. The business’s revenue for the quarter was up 17.9% compared to the same quarter last year. On average, equities analysts predict that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

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.