Buck Wealth Strategies LLC Buys 990 Shares of Caterpillar Inc. $CAT

Buck Wealth Strategies LLC increased its position in Caterpillar Inc. (NYSE:CAT) by 72.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,354 shares of the industrial products company’s stock after acquiring an additional 990 shares during the quarter. Buck Wealth Strategies LLC’s holdings in Caterpillar were worth $1,123,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of CAT. Norges Bank purchased a new position in Caterpillar during the second quarter worth about $2,165,899,000. Groupe la Francaise boosted its position in shares of Caterpillar by 82.0% during the 2nd quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock valued at $10,820,000 after acquiring an additional 12,278 shares during the last quarter. Union Bancaire Privee UBP SA grew its holdings in shares of Caterpillar by 155.9% during the third quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock worth $21,014,000 after purchasing an additional 28,773 shares in the last quarter. ZEGA Investments LLC increased its position in shares of Caterpillar by 149.6% in the third quarter. ZEGA Investments LLC now owns 4,184 shares of the industrial products company’s stock worth $1,996,000 after purchasing an additional 2,508 shares during the last quarter. Finally, Palmer Knight Co purchased a new stake in Caterpillar in the second quarter valued at approximately $5,884,000. Institutional investors own 70.98% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Earnings beat and commentary point to stronger demand from data centers, reinforcing revenue/earnings upside and durability of higher‑margin power systems sales. Caterpillar Inc. (CAT) Earnings Beat Backed Up by Data Center Power Demand
• Positive Sentiment: Deal to supply power solutions for Monarch AI campus highlights a new, durable revenue stream from hyperscale/AI data centers — a market with long equipment lifecycles and recurring service. Caterpillar Taps AI Data Center Power Demand With Monarch Campus Deal
• Positive Sentiment: Analyst bullishness: Truist raised its price target substantially and kept a buy rating, signaling institutional confidence in growth and margins. The Fly: Truist price target raise
• Positive Sentiment: Citigroup also raised its price target and maintains a buy rating, adding to momentum from multiple firms upgrading valuation expectations. Benzinga: Citigroup raises Caterpillar price target
• Positive Sentiment: Additional price‑target lift from other outlets (e.g., American Banking News) underscores broader analyst re‑rating following the quarter and data‑center commentary. Caterpillar (NYSE:CAT) Price Target Raised to $735.00
• Positive Sentiment: Product refresh: launch of the 308CR mini excavator supports ongoing share and rental market activity in compact equipment. Product news helps aftermarket/service revenue over time. Cat debuts new 308CR mini excavator
• Neutral Sentiment: Inclusion in industry coverage pieces (railroad equipment & leasing lists) is background positive for sector positioning but is unlikely to move the stock materially on its own. Top 5 Railroad Equipment & Railcar Leasing Stocks
• Negative Sentiment: DA Davidson raised its target but kept a neutral rating and its target implies downside versus the current price — a reminder that not all analysts are projecting further near‑term upside. DA Davidson price target note

Insiders Place Their Bets

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 10,000 shares of the business’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total value of $5,750,600.00. Following the transaction, the chief financial officer owned 45,460 shares in the company, valued at approximately $26,142,227.60. The trade was a 18.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Jason Kaiser sold 10,707 shares of the stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the sale, the insider owned 8,649 shares of the company’s stock, valued at approximately $4,874,576.40. This represents a 55.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 54,729 shares of company stock worth $31,084,308. 0.33% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. UBS Group reissued a “neutral” rating and issued a $677.00 price target on shares of Caterpillar in a research note on Monday. Citigroup upped their target price on shares of Caterpillar from $710.00 to $760.00 and gave the stock a “buy” rating in a research report on Monday. Wells Fargo & Company raised their price target on Caterpillar from $702.00 to $756.00 and gave the company an “overweight” rating in a research report on Friday. William Blair set a $735.00 price target on Caterpillar in a research note on Friday. Finally, Rothschild & Co Redburn increased their price objective on Caterpillar from $420.00 to $650.00 and gave the company a “neutral” rating in a research report on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Caterpillar has a consensus rating of “Moderate Buy” and an average price target of $678.29.

Caterpillar Trading Up 5.1%

Shares of CAT stock opened at $690.71 on Tuesday. The business has a 50-day moving average of $606.93 and a 200 day moving average of $522.53. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. Caterpillar Inc. has a 1-year low of $267.30 and a 1-year high of $691.38. The stock has a market capitalization of $323.24 billion, a PE ratio of 36.70, a P/E/G ratio of 2.53 and a beta of 1.58.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. The business had revenue of $19.13 billion for the quarter, compared to analysts’ expectations of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The business’s quarterly revenue was up 17.9% on a year-over-year basis. During the same period in the previous year, the firm earned $5.14 EPS. As a group, sell-side analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be given a dividend of $1.51 per share. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $6.04 annualized dividend and a yield of 0.9%. Caterpillar’s dividend payout ratio is presently 32.09%.

Caterpillar 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.