Stratos Wealth Partners LTD. Has $12.19 Million Stock Holdings in Caterpillar Inc. $CAT

Stratos Wealth Partners LTD. trimmed its position in Caterpillar Inc. (NYSE:CAT) by 7.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,278 shares of the industrial products company’s stock after selling 1,619 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in Caterpillar were worth $12,190,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of CAT. Marquette Asset Management LLC raised its holdings 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 worth $28,000 after acquiring an additional 53 shares during the period. IFS Advisors LLC bought a new stake in Caterpillar during the fourth quarter valued at about $31,000. Joseph Group Capital Management acquired a new stake in shares of Caterpillar in the third quarter valued at about $32,000. Rialto Wealth Management LLC increased its stake 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 worth $32,000 after purchasing an additional 18 shares during the period. Finally, Noble Wealth Management PBC lifted its position in shares of Caterpillar by 140.0% during 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 during the last quarter. 70.98% of the stock is owned by institutional investors.

Insider Transactions at Caterpillar

In other news, insider Rodney Michael Shurman sold 2,278 shares of the 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 completion of 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 position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Anthony D. Fassino sold 7,891 shares of Caterpillar stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $776.90, for a total transaction of $6,130,517.90. Following the sale, the insider owned 46,643 shares in the company, valued at approximately $36,236,946.70. This trade represents a 14.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 125,950 shares of company stock worth $88,577,390. 0.33% of the stock is currently owned by company insiders.

Caterpillar Price Performance

Shares of CAT stock opened at $717.23 on Friday. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $789.81. The company has a market capitalization of $333.72 billion, a P/E ratio of 38.11, a P/E/G ratio of 1.69 and a beta of 1.52. The stock has a 50 day moving average of $715.54 and a two-hundred day moving average of $614.06. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. The business had revenue of $19.13 billion for the quarter, compared to analysts’ expectations of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.Caterpillar’s quarterly revenue was up 17.9% on a year-over-year basis. During the same period in the previous year, the business posted $5.14 earnings per share. As a group, equities analysts expect that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar News Summary

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

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. Wolfe Research raised their target price on Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a report on Tuesday, March 31st. Weiss Ratings reiterated a “buy (b)” rating on shares of Caterpillar in a report on Monday, December 29th. Williams Trading set a $825.00 price objective on shares of Caterpillar in a research note on Tuesday, March 10th. Wells Fargo & Company boosted their target price on shares of Caterpillar from $756.00 to $870.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 25th. Finally, Raymond James Financial reiterated a “market perform” rating on shares of Caterpillar in a research note on Wednesday, January 7th. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $737.55.

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.