Consilium Wealth Advisory LLC Has $1.19 Million Stock Position in Caterpillar Inc. $CAT

Consilium Wealth Advisory LLC boosted its position in shares of Caterpillar Inc. (NYSE:CAT) by 56.6% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,672 shares of the industrial products company’s stock after purchasing an additional 604 shares during the quarter. Consilium Wealth Advisory LLC’s holdings in Caterpillar were worth $1,185,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of CAT. Vanguard Group Inc. raised its stake in shares of Caterpillar by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock worth $26,572,681,000 after buying an additional 442,164 shares during the last quarter. State Street Corp boosted its stake in Caterpillar by 1.1% in the fourth quarter. State Street Corp now owns 35,388,550 shares of the industrial products company’s stock valued at $20,273,039,000 after acquiring an additional 385,204 shares during the last quarter. Geode Capital Management LLC boosted its stake in Caterpillar by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 10,610,182 shares of the industrial products company’s stock valued at $6,072,572,000 after acquiring an additional 94,524 shares during the last quarter. Fisher Asset Management LLC grew its holdings in Caterpillar by 0.6% during the 4th quarter. Fisher Asset Management LLC now owns 9,493,266 shares of the industrial products company’s stock worth $5,438,408,000 after acquiring an additional 54,069 shares during the period. Finally, Bank of America Corp DE raised its position in shares of Caterpillar by 16.0% during the 4th quarter. Bank of America Corp DE now owns 6,738,802 shares of the industrial products company’s stock valued at $3,860,457,000 after acquiring an additional 928,974 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.

Analysts Set New Price Targets

CAT has been the topic of a number of analyst reports. Daiwa Securities Group increased their price target on Caterpillar from $790.00 to $900.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Citigroup upped their price objective on Caterpillar from $905.00 to $1,020.00 and gave the company a “buy” rating in a report on Friday, May 1st. Jefferies Financial Group increased their target price on Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Oppenheimer set a $980.00 target price on Caterpillar and gave the stock an “outperform” rating in a report on Friday, May 1st. Finally, Wolfe Research boosted their target price on Caterpillar from $670.00 to $750.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 31st. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, Caterpillar currently has an average rating of “Moderate Buy” and an average price target of $939.86.

Insider Buying and Selling at Caterpillar

In related news, insider Lange Bob De sold 24,222 shares of the business’s stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total value of $22,354,968.24. Following the completion of the transaction, the insider directly owned 86,029 shares in the company, valued at approximately $79,397,884.68. The trade was a 21.97% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Jason Kaiser sold 5,642 shares of the stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $883.03, for a total value of $4,982,055.26. Following the sale, the insider directly owned 9,594 shares of the company’s stock, valued at approximately $8,471,789.82. The trade was a 37.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 95,773 shares of company stock worth $87,642,635 over the last three months. Company insiders own 0.33% of the company’s stock.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar was highlighted as a beneficiary of the AI buildout after reports that it will supply engines and turbines for a major Chevron/Microsoft AI data center project, reinforcing demand for its power generation equipment. Caterpillar (CAT) Lands Key Role In Chevron Microsoft AI Data Center Build
• Positive Sentiment: Analysts remain constructive, with Wells Fargo reportedly raising its price recommendation, while other coverage pointed to Caterpillar as a blue-chip dividend name and a stock worth holding amid the industrial rally. Top 5 Blue Chip Stocks with Growing Dividends
• Positive Sentiment: Recent analysis emphasized Caterpillar’s record $63 billion backlog, up 79% year over year, which improves revenue visibility and supports expectations for continued sales growth. CAT’s Record Backlog: A Sign of Sustained Demand Strength?
• Neutral Sentiment: Several recent articles compared Caterpillar with other heavy machinery and industrial stocks, but these pieces were largely contextual rather than new catalysts. Unpacking Q1 Earnings: Caterpillar (NYSE:CAT) In The Context Of Other Heavy Machinery Stocks
• Neutral Sentiment: Coverage noting CAT’s strong one-year run and high valuation suggests investors are also weighing whether much of the good news is already priced in. Caterpillar (CAT) Stock Near $984 After Big Rally Is There Still Upside Potential
• Positive Sentiment: Reports that Caterpillar and partners are advancing battery-electric haul truck testing add to the long-term innovation story in mining and equipment electrification. BHP, Rio Tinto and Caterpillar advance battery-electric haul truck testing

Caterpillar Price Performance

CAT opened at $992.95 on Thursday. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. Caterpillar Inc. has a 12 month low of $369.51 and a 12 month high of $1,023.29. The company has a fifty day simple moving average of $887.68 and a 200 day simple moving average of $750.22. The stock has a market cap of $457.34 billion, a P/E ratio of 49.42, a P/E/G ratio of 1.94 and a beta of 1.59.

Caterpillar (NYSE:CAT) last posted its earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, topping the consensus estimate of $4.65 by $0.89. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The firm had revenue of $17.41 billion for the quarter, compared to analyst estimates of $16.53 billion. During the same period in the previous year, the company posted $4.25 earnings per share. The company’s revenue for the quarter was up 22.2% on a year-over-year basis. On average, research analysts expect that Caterpillar Inc. will post 24.64 EPS for the current year.

Caterpillar Increases Dividend

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

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.