Caterpillar Inc. $CAT Shares Purchased by Turtle Creek Wealth Advisors LLC

Turtle Creek Wealth Advisors LLC increased its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 8.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 33,037 shares of the industrial products company’s stock after purchasing an additional 2,459 shares during the quarter. Caterpillar accounts for about 1.5% of Turtle Creek Wealth Advisors LLC’s investment portfolio, making the stock its 12th largest holding. Turtle Creek Wealth Advisors LLC’s holdings in Caterpillar were worth $18,926,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Marquette Asset Management LLC increased its position in Caterpillar by 1,060.0% during 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 purchased a new position in Caterpillar in the 4th quarter worth approximately $31,000. Joseph Group Capital Management acquired a new stake in Caterpillar in the third quarter valued at approximately $32,000. Rialto Wealth Management LLC grew its position in 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 in the last quarter. Finally, Noble Wealth Management PBC grew its position in Caterpillar by 140.0% in the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after acquiring an additional 35 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Robert W. Baird raised its price target to $940 and kept an “outperform” rating, giving an explicit upside thesis that likely supported buying interest. Baird Adjusts Price Target on Caterpillar
• Positive Sentiment: Coverage framing Caterpillar as an unexpected AI/data-center and automation play is boosting the growth narrative beyond traditional construction/machinery demand. That thematic re-rating is supporting higher multiples. More Than Just Dirt: Caterpillar Is the AI Stock
• Positive Sentiment: Several analyst notes and outlets reiterate expectation for continued earnings growth and a likely beat in upcoming results, reinforcing investor confidence in near-term fundamentals. Caterpillar Earnings Expected to Grow
• Positive Sentiment: Broker and analyst optimism beyond one note: other outlets discuss bullish price targets and forecasts (speculative $1,000 scenarios), adding momentum from retail and momentum-focused funds. Is Caterpillar Stock Headed for $1,000?
• Positive Sentiment: Caterpillar reiterated its dividend and named a longtime executive as CFO — actions that reduce governance uncertainty and support shareholder-value narratives. Caterpillar Names New CFO
• Neutral Sentiment: Morgan Stanley nudged its price target to $430 but maintained an Underweight rating and flagged macro risks to earnings — a mixed signal that tempers some of the bullish momentum. Morgan Stanley Ups Caterpillar Target
• Neutral Sentiment: Market write-ups noting the recent intraday/short-term moves and questioning whether it’s “too late” highlight valuation and momentum risk—important context for risk-aware investors. Caterpillar Stock Moves
• Negative Sentiment: Critical pieces outline reasons to avoid CAT after a big run (valuation, mean-reversion risk, and concentrated upside already priced in), which could pressure sentiment if investors rotate out. 3 Reasons to Avoid CAT

Insider Buying and Selling at Caterpillar

In other news, CEO Joseph E. Creed sold 2,500 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the completion of the sale, the chief executive officer owned 35,083 shares of the company’s stock, valued at approximately $25,222,221.19. This trade represents a 6.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Rodney Michael Shurman sold 2,278 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the sale, the insider directly owned 1,443 shares of the company’s stock, valued at $1,096,117.23. The trade was a 61.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 125,950 shares of company stock valued at $88,577,390. Corporate insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have issued reports on CAT. Wolfe Research increased their price objective on shares of Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research report on Tuesday, March 31st. Jefferies Financial Group increased their price objective on shares of Caterpillar from $825.00 to $900.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. Daiwa Securities Group increased their price objective on shares of Caterpillar from $640.00 to $790.00 in a research report on Wednesday, February 25th. CICC Research began coverage on shares of Caterpillar in a research report on Friday, February 6th. They issued an “outperform” rating for the company. Finally, Argus increased their price objective on shares of Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $767.77.

Caterpillar Stock Up 3.3%

CAT stock opened at $835.53 on Friday. Caterpillar Inc. has a twelve month low of $297.07 and a twelve month high of $845.27. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The company has a market capitalization of $388.76 billion, a P/E ratio of 44.40, a PEG ratio of 1.90 and a beta of 1.52. The firm has a 50 day simple moving average of $739.78 and a 200-day simple moving average of $643.21.

Caterpillar (NYSE:CAT) last released its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The business had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. During the same quarter last year, the company earned $5.14 earnings per share. The business’s quarterly revenue was up 17.9% compared to the same quarter last year. On average, equities research analysts predict that Caterpillar Inc. will post 22.88 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Monday, April 20th will be given a dividend of $1.51 per share. The ex-dividend date of this dividend is Monday, April 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.7%. Caterpillar’s dividend payout ratio (DPR) is presently 32.09%.

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.