Caterpillar (NYSE:CAT) Shares Acquired Rep. Jared Moskowitz

Posted by James Quigley on May 13th, 2025

Representative Jared Moskowitz (D-Florida) recently bought shares of Caterpillar Inc. (NYSE:CAT). In a filing disclosed on May 09th, the Representative disclosed that they had bought between $1,001 and $15,000 in Caterpillar stock on April 7th. The trade occurred in the Representative’s “MORGAN STANLEY ACTIVE ASSETS (1)” account.

Representative Jared Moskowitz also recently made the following trade(s):

Purchased $1,001 – $15,000 in shares of Amgen (NASDAQ:AMGN) on 4/16/2025.
Purchased $1,001 – $15,000 in shares of NVIDIA (NASDAQ:NVDA) on 4/16/2025.
Sold $1,001 – $15,000 in shares of Starbucks (NASDAQ:SBUX) on 4/10/2025.
Sold $15,001 – $50,000 in shares of The Goldman Sachs Group (NYSE:GS) on 4/10/2025.
Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 4/10/2025.
Purchased $1,001 – $15,000 in shares of Southern (NYSE:SO) on 4/7/2025.
Purchased $1,001 – $15,000 in shares of AbbVie (NYSE:ABBV) on 4/7/2025.
Purchased $1,001 – $15,000 in shares of Sherwin-Williams (NYSE:SHW) on 4/7/2025.
Purchased $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 4/7/2025.
Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 4/7/2025.

Caterpillar Price Performance

Shares of CAT stock opened at $342.55 on Tuesday. The firm’s 50 day moving average price is $316.84 and its two-hundred day moving average price is $354.65. The company has a debt-to-equity ratio of 1.40, a quick ratio of 0.89 and a current ratio of 1.42. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $418.50. The stock has a market cap of $161.36 billion, a PE ratio of 15.52, a PEG ratio of 1.87 and a beta of 1.35.

Caterpillar (NYSE:CAT – Get Free Report) last announced its quarterly earnings data on Wednesday, April 30th. The industrial products company reported $4.25 EPS for the quarter, missing analysts’ consensus estimates of $4.35 by ($0.10). Caterpillar had a return on equity of 58.18% and a net margin of 16.65%. The company had revenue of $14.25 billion for the quarter, compared to analyst estimates of $14.64 billion. During the same period last year, the firm earned $5.60 earnings per share. The firm’s revenue for the quarter was down 9.8% on a year-over-year basis. As a group, analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 20th. Investors of record on Monday, April 21st will be issued a $1.41 dividend. The ex-dividend date of this dividend is Monday, April 21st. This represents a $5.64 annualized dividend and a yield of 1.65%. Caterpillar’s dividend payout ratio is currently 27.49%.

Hedge Funds Weigh In On Caterpillar

Several hedge funds have recently made changes to their positions in the business. West Wealth Group LLC bought a new stake in Caterpillar during the 4th quarter worth about $230,000. Cadinha & Co. LLC bought a new stake in Caterpillar during the fourth quarter worth about $11,084,000. Atomi Financial Group Inc. boosted its position in Caterpillar by 3.9% during the fourth quarter. Atomi Financial Group Inc. now owns 23,193 shares of the industrial products company’s stock valued at $8,414,000 after purchasing an additional 871 shares during the last quarter. Proficio Capital Partners LLC grew its stake in Caterpillar by 38.3% in the fourth quarter. Proficio Capital Partners LLC now owns 2,218 shares of the industrial products company’s stock valued at $805,000 after purchasing an additional 614 shares in the last quarter. Finally, Zhang Financial LLC raised its stake in shares of Caterpillar by 8.7% during the 4th quarter. Zhang Financial LLC now owns 9,158 shares of the industrial products company’s stock worth $3,322,000 after purchasing an additional 736 shares in the last quarter. 70.98% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts have recently commented on the company. Bank of America lowered their price target on Caterpillar from $452.00 to $414.00 and set a “buy” rating for the company in a research note on Friday, January 31st. JPMorgan Chase & Co. lowered their target price on shares of Caterpillar from $490.00 to $380.00 and set an “overweight” rating for the company in a research note on Monday, April 14th. Truist Financial reissued a “buy” rating and set a $396.00 price target (up from $389.00) on shares of Caterpillar in a research report on Thursday, May 1st. Raymond James upgraded shares of Caterpillar from a “market perform” rating to an “outperform” rating in a research report on Monday, February 3rd. Finally, Baird R W upgraded Caterpillar from a “strong sell” rating to a “hold” rating in a report on Thursday, May 1st. Eight research analysts have rated the stock with a hold rating and eight have assigned a buy rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $370.67.

Check Out Our Latest Stock Analysis on CAT

Insider Activity

In other Caterpillar news, insider Jason Kaiser sold 2,425 shares of the company’s stock in a transaction on Tuesday, February 18th. The shares were sold at an average price of $354.70, for a total transaction of $860,147.50. Following the sale, the insider now directly owns 6,275 shares of the company’s stock, valued at approximately $2,225,742.50. This represents a 27.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director David Maclennan acquired 375 shares of the firm’s stock in a transaction dated Wednesday, May 7th. The stock was purchased at an average cost of $320.70 per share, with a total value of $120,262.50. Following the transaction, the director now owns 6,653 shares in the company, valued at approximately $2,133,617.10. This trade represents a 5.97% increase in their ownership of the stock. The disclosure for this purchase can be found here. 0.29% of the stock is currently owned by insiders.

About Representative Moskowitz

Jared Evan Moskowitz (Democratic Party) is a member of the U.S. House, representing Florida’s 23rd Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Moskowitz (Democratic Party) is running for re-election to the U.S. House to represent Florida’s 23rd Congressional District. He declared candidacy for the 2026 election.

Jared Evan Moskowitz was born in Coral Springs, Florida. Moskowitz graduated from Marjory Stoneman Douglas High School. He earned a bachelor’s degree in political science and government from George Washington University in 2003 and a law degree from Nova Southeastern University in 2007. Moskowitz’s career experience includes working as the director of the Florida Division of Emergency Management and general counsel with AshBritt Inc.

Caterpillar Company Profile

(Get Free Report)

Caterpillar Inc manufactures and sells construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in worldwide. Its Construction Industries segment offers asphalt pavers, compactors, road reclaimers, forestry machines, cold planers, material handlers, track-type tractors, excavators, telehandlers, motor graders, and pipelayers; compact track, wheel, track-type, backhoe, and skid steer loaders; and related parts and tools.