World Investment Advisors Acquires 1,247 Shares of Caterpillar Inc. $CAT

World Investment Advisors lifted its position in shares of Caterpillar Inc. (NYSE:CAT) by 11.5% in the 4th quarter, Holdings Channel reports. The fund owned 12,115 shares of the industrial products company’s stock after buying an additional 1,247 shares during the quarter. World Investment Advisors’ holdings in Caterpillar were worth $6,940,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Nalls Sherbakoff Group LLC purchased a new stake in shares of Caterpillar in the 4th quarter valued at about $55,000. DUTCH ASSET Corp purchased a new stake in shares of Caterpillar in the 4th quarter valued at about $352,000. Larry Mathis Financial Planning LLC purchased a new stake in shares of Caterpillar in the 4th quarter valued at about $1,041,000. Advisortrust Partners LLC purchased a new stake in shares of Caterpillar in the 4th quarter valued at about $360,000. Finally, Rubicon Advisors GP purchased a new stake in shares of Caterpillar in the 4th quarter valued at about $244,000. Institutional investors own 70.98% of the company’s stock.

Insider Transactions at Caterpillar

In related news, insider Anthony D. Fassino sold 16,283 shares of Caterpillar stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the sale, the insider directly owned 46,041 shares in the company, valued at $42,210,388.80. The trade was a 26.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Rodney Michael Shurman sold 5,639 shares of Caterpillar stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $903.18, for a total value of $5,093,032.02. Following the sale, the insider owned 2,546 shares in the company, valued at $2,299,496.28. This represents a 68.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 92,017 shares of company stock worth $81,982,867. Corporate insiders own 0.33% of the company’s stock.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Argus raised its price target on Caterpillar and reiterated a Buy rating, citing strong demand and continued momentum. Argus Lifts PT on Caterpillar Inc. (CAT), Expects Strong Demand
• Positive Sentiment: Evercore lifted its price target to $1,103 from $878, signaling expectations for more upside. Evercore price target update
• Positive Sentiment: Caterpillar said its 2025 sales and revenue were the highest in company history and outlined a refreshed strategy for profitable growth. Caterpillar Inc. Releases 2025 Annual and Sustainability Reports
• Positive Sentiment: Recent coverage highlighted Caterpillar’s strong Q1 results, upbeat guidance, and share repurchase progress, reinforcing the bullish case. Caterpillar (CAT) Is Up 5.9% After Strong Q1…
• Neutral Sentiment: Jim Cramer also reiterated Caterpillar as a buy on CNBC, adding to the positive sentiment but not changing fundamentals. Cramer’s lightning round: Buy Caterpillar
• Negative Sentiment: Insider Anthony D. Fassino sold 16,283 shares, which can be seen as a small negative signal despite his continued large ownership stake. Insider trade filing

Caterpillar Price Performance

Shares of Caterpillar stock opened at $912.17 on Wednesday. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. The business’s 50 day simple moving average is $765.20 and its two-hundred day simple moving average is $673.10. The stock has a market capitalization of $420.14 billion, a P/E ratio of 45.40, a price-to-earnings-growth ratio of 1.86 and a beta of 1.63. Caterpillar Inc. has a one year low of $336.24 and a one year high of $931.35.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The firm had revenue of $17.42 billion for the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The business’s quarterly revenue was up 22.2% compared to the same quarter last year. During the same period last year, the company earned $4.25 EPS. Analysts forecast that Caterpillar Inc. will post 24.21 EPS for the current year.

Caterpillar Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Monday, April 20th will be given a $1.51 dividend. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Monday, April 20th. Caterpillar’s dividend payout ratio (DPR) is currently 30.06%.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on CAT. Oppenheimer set a $980.00 price objective on Caterpillar and gave the company an “outperform” rating in a report on Friday, May 1st. Royal Bank Of Canada raised their price objective on Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a report on Friday, January 30th. Evercore reissued an “outperform” rating and set a $1,103.00 price objective on shares of Caterpillar in a report on Monday. JPMorgan Chase & Co. raised their price objective on Caterpillar from $860.00 to $1,125.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Finally, DA Davidson lifted their price target on Caterpillar from $650.00 to $845.00 and gave the stock a “neutral” rating in a research note on Monday, May 4th. Sixteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Caterpillar presently has a consensus rating of “Moderate Buy” and an average price target of $911.77.

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.