FWG Holdings LLC increased its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 37.8% during the 4th quarter, Holdings Channel reports. The fund owned 3,708 shares of the industrial products company’s stock after acquiring an additional 1,018 shares during the period. Caterpillar comprises approximately 0.8% of FWG Holdings LLC’s investment portfolio, making the stock its 25th largest position. FWG Holdings LLC’s holdings in Caterpillar were worth $2,124,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors and hedge funds have also bought and sold shares of CAT. Pacific Point Advisors LLC bought a new position in Caterpillar during the fourth quarter worth $579,000. Brighton Jones LLC boosted its stake in Caterpillar by 51.5% during the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after acquiring an additional 2,519 shares in the last quarter. United Bank lifted its stake in shares of Caterpillar by 108.5% in the second quarter. United Bank now owns 4,083 shares of the industrial products company’s stock valued at $1,585,000 after buying an additional 2,125 shares in the last quarter. Schnieders Capital Management LLC. lifted its stake in shares of Caterpillar by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock valued at $3,551,000 after buying an additional 347 shares in the last quarter. Finally, Alliancebernstein L.P. lifted its stake in shares of Caterpillar by 6.5% in the second quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company’s stock valued at $222,120,000 after buying an additional 34,846 shares in the last quarter. 70.98% of the stock is owned by institutional investors.
Insider Buying and Selling
In other news, insider Rodney Michael Shurman sold 2,278 shares of the stock in a transaction dated 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 sale, the insider owned 1,443 shares in the company, valued at $1,096,117.23. This represents a 61.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO William E. Schaupp sold 972 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $764.20, for a total transaction of $742,802.40. Following the completion of the sale, the chief accounting officer owned 824 shares of the company’s stock, valued at approximately $629,700.80. This represents a 54.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 60,164 shares of company stock valued at $43,748,068 over the last 90 days. 0.33% of the stock is currently owned by company insiders.
Caterpillar News Roundup
- Positive Sentiment: Caterpillar beat Q1 revenue and EPS expectations and reported a record backlog, driven by higher volume and pricing across construction and power systems — a core reason the stock rallied after earnings. Caterpillar expects AI-driven demand for power, construction to fuel growth — Reuters
- Positive Sentiment: Analysts sharply raised price targets and upgraded ratings (JPMorgan, Jefferies, Wells Fargo, Baird, Citigroup, Morgan Stanley among others), signaling renewed street confidence and creating upward momentum for the stock. Morgan Stanley Doubles Price Target to $915 — 247WallSt
- Positive Sentiment: Demand tied to AI/data-center buildouts is boosting Cat’s power and energy backlog; management is raising 2030 targets and plans to roughly triple power-generation capacity, which supports a multi-year growth runway beyond cyclical construction. Caterpillar to triple power generation capacity — Yahoo Finance
- Positive Sentiment: Market narrative has shifted: short interest and skeptical bears are receding as the AI-power story gains traction, amplifying upside as skeptics fold. Caterpillar’s biggest bear folds as AI power demand soars — Mining.com
- Positive Sentiment: Strategic partnerships (e.g., framework with ProPetro’s PROPWR) and large supply agreements for data-center and industrial power strengthen the revenue mix in higher-margin power systems. Caterpillar taps PROPWR and data centers — Yahoo Finance
- Neutral Sentiment: Technical momentum is strong (IBD composite rating surged toward the top of the universe) and the company announced a virtual annual shareholder meeting; these are market-interest and governance items rather than direct catalysts. IBD Composite Rating Surges — Yahoo/IBD
- Negative Sentiment: Management warned of significant tariff costs for 2026 — a $2.2B–$2.4B range — that will pressure margins and partially offset revenue strength; investors should watch margin trends and any changes to the tariff outlook. Caterpillar signals tariff cost range and 2026 sales growth — Seeking Alpha
Caterpillar Stock Performance
Shares of CAT stock opened at $890.15 on Monday. The firm has a 50-day moving average of $746.86 and a 200-day moving average of $656.99. The company has a market cap of $414.17 billion, a P/E ratio of 44.31, a P/E/G ratio of 2.04 and a beta of 1.63. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. Caterpillar Inc. has a one year low of $318.11 and a one year high of $905.00.
Caterpillar (NYSE:CAT – Get Free Report) last announced its earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, beating the consensus estimate of $4.65 by $0.89. The company had revenue of $17.42 billion during the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm’s revenue for the quarter was up 22.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $4.25 earnings per share. Equities research analysts forecast that Caterpillar Inc. will post 23.08 EPS for the current fiscal year.
Caterpillar Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Monday, April 20th will be issued a $1.51 dividend. The ex-dividend date is Monday, April 20th. This represents a $6.04 annualized dividend and a dividend yield of 0.7%. Caterpillar’s dividend payout ratio is currently 30.06%.
Wall Street Analysts Forecast Growth
CAT has been the topic of a number of recent research reports. Sanford C. Bernstein raised their price objective on shares of Caterpillar from $769.00 to $879.00 and gave the company a “market perform” rating in a research note on Friday. Jefferies Financial Group raised their price objective on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research note on Friday. Royal Bank Of Canada raised their price objective on shares of Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a research note on Friday, January 30th. Citigroup raised their price objective on shares of Caterpillar from $905.00 to $1,020.00 and gave the company a “buy” rating in a research note on Friday. Finally, UBS Group reaffirmed a “neutral” rating and issued a $677.00 price objective on shares of Caterpillar in a research note on Monday, February 2nd. Sixteen analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, Caterpillar has a consensus rating of “Moderate Buy” and an average target price of $862.32.
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.
Further Reading
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