Savvy Advisors Inc. Buys 2,961 Shares of Caterpillar Inc. $CAT

Savvy Advisors Inc. lifted its stake in Caterpillar Inc. (NYSE:CAT) by 49.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,975 shares of the industrial products company’s stock after buying an additional 2,961 shares during the quarter. Savvy Advisors Inc.’s holdings in Caterpillar were worth $5,142,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Marquette Asset Management LLC lifted 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 worth $28,000 after purchasing an additional 53 shares in the last quarter. IFS Advisors LLC bought a new stake in shares of Caterpillar in the fourth quarter worth about $31,000. Joseph Group Capital Management purchased a new stake in shares of Caterpillar in the third quarter worth about $32,000. Rialto Wealth Management LLC boosted its stake in Caterpillar by 47.4% during the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after buying an additional 18 shares during the last quarter. Finally, Noble Wealth Management PBC grew its holdings in Caterpillar by 140.0% during the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after buying an additional 35 shares in the last quarter. 70.98% of the stock is owned by hedge funds and other institutional investors.

Caterpillar Trading Up 0.0%

CAT stock opened at $717.23 on Friday. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. The stock has a market capitalization of $333.72 billion, a price-to-earnings ratio of 38.11, a price-to-earnings-growth ratio of 1.69 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. The firm’s fifty day simple moving average is $715.54 and its two-hundred day simple moving average is $614.06.

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

Analyst Ratings Changes

Several analysts have recently issued reports on the company. CICC Research began coverage on Caterpillar in a report on Friday, February 6th. They set an “outperform” rating on the stock. Citigroup upped their price target on shares of Caterpillar from $760.00 to $785.00 and gave the company a “buy” rating in a research note on Monday, March 9th. Oppenheimer increased their price objective on shares of Caterpillar from $729.00 to $817.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. Raymond James Financial restated a “market perform” rating on shares of Caterpillar in a report on Wednesday, January 7th. Finally, Truist Financial increased their price target on shares of Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a report on Monday, February 2nd. 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 data from MarketBeat.com, Caterpillar currently has an average rating of “Moderate Buy” and a consensus target price of $737.55.

Key Headlines Impacting 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 Buying and Selling at Caterpillar

In other news, insider Denise C. Johnson sold 39,138 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the transaction, the insider owned 43,350 shares of the company’s stock, valued at approximately $29,524,818. This represents a 47.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Anthony D. Fassino sold 10,671 shares of Caterpillar stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $680.45, for a total value of $7,261,081.95. Following the sale, the insider owned 41,151 shares of the company’s stock, valued at approximately $28,001,197.95. This trade represents a 20.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 125,950 shares of company stock valued at $88,577,390. 0.33% of the stock is owned by company insiders.

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.