Lexington Hill Partners LLC Takes $332,000 Position in Caterpillar Inc. $CAT

Lexington Hill Partners LLC acquired a new position in shares of Caterpillar Inc. (NYSE:CAT) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 580 shares of the industrial products company’s stock, valued at approximately $332,000.

A number of other large investors have also made changes to their positions in CAT. Torren Management LLC purchased a new stake in Caterpillar during the fourth quarter worth about $27,000. Frazier Financial Advisors LLC increased its holdings in Caterpillar by 220.0% in the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after buying an additional 33 shares in the last quarter. IFS Advisors LLC acquired a new stake in shares of Caterpillar during the 4th quarter valued at approximately $31,000. Rialto Wealth Management LLC lifted its position in shares of Caterpillar by 47.4% during the 4th 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 during the period. Finally, Cornerstone Financial Management LLC purchased a new stake in shares of Caterpillar during the 4th quarter worth approximately $32,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Buying and Selling

In other Caterpillar news, insider Anthony D. Fassino sold 16,283 shares of the company’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $916.80, for a total value of $14,928,254.40. Following the transaction, the insider directly owned 46,041 shares in the company, valued at approximately $42,210,388.80. This represents a 26.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Denise C. Johnson sold 12,605 shares of Caterpillar stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the sale, the insider owned 49,825 shares of the company’s stock, valued at approximately $45,236,615.75. This trade represents a 20.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 95,773 shares of company stock worth $87,642,635 in the last 90 days. 0.33% of the stock is currently owned by corporate insiders.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: JPMorgan raised its price target on Caterpillar to $1,165 from $1,125 and reiterated an overweight rating, reinforcing a bullish analyst outlook for the stock.
• Positive Sentiment: Analysts currently view Caterpillar as a “Moderate Buy,” suggesting Wall Street remains constructive on the company’s earnings and growth prospects.
• Positive Sentiment: Several writeups highlight Caterpillar as a blue-chip name benefiting from strong market momentum, with the stock featured among top industrial and Dow stocks to watch.
• Positive Sentiment: Investor interest is also being supported by Caterpillar’s recent dividend hike, which signals confidence in cash flow and capital returns.
• Positive Sentiment: Commentary around Caterpillar’s growing power generation business and its exposure to AI data-center infrastructure is improving the long-term growth story. Article: Caterpillar (CAT) Is Recasting Its Growth Story With A $63 Billion AI Backlog
• Neutral Sentiment: Some articles are simply repeating recent market strength and record-high Dow leadership, which supports sentiment but does not add new company-specific information.
• Negative Sentiment: One article references a legal/political dispute over the SEC’s Consolidated Audit Trail, but this appears to concern the CAT data system rather than Caterpillar Inc., so it is not a meaningful fundamental driver for the stock.

Caterpillar Price Performance

Shares of NYSE:CAT opened at $987.79 on Friday. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. The business’s fifty day moving average price is $870.74 and its two-hundred day moving average price is $738.63. The stock has a market cap of $454.97 billion, a PE ratio of 49.17, a price-to-earnings-growth ratio of 1.89 and a beta of 1.59. Caterpillar Inc. has a one year low of $357.73 and a one year high of $994.49.

Caterpillar (NYSE:CAT) last released its quarterly earnings results 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. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company had revenue of $17.41 billion during the quarter, compared to analysts’ expectations of $16.53 billion. During the same period in the previous year, the firm posted $4.25 earnings per share. The business’s revenue for the quarter was up 22.2% compared to the same quarter last year. On average, analysts forecast that Caterpillar Inc. will post 24.62 EPS for the current fiscal year.

Caterpillar Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be given a dividend of $1.63 per share. The ex-dividend date is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a yield of 0.7%. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio (DPR) is 30.06%.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on CAT shares. Rothschild & Co Redburn raised their price objective on Caterpillar from $700.00 to $950.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Truist Financial set a $1,043.00 target price on Caterpillar in a report on Friday, May 1st. Zacks Research upgraded Caterpillar from a “hold” rating to a “strong-buy” rating in a research report on Monday, June 8th. 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. Finally, UBS Group reissued a “neutral” rating and issued a $900.00 price objective on shares of Caterpillar in a research note on Tuesday, June 2nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $935.09.

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.