Jones Financial Companies Lllp Has $50.21 Million Stake in Caterpillar Inc. $CAT

Jones Financial Companies Lllp grew its stake in Caterpillar Inc. (NYSE:CAT) by 14.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 107,752 shares of the industrial products company’s stock after buying an additional 13,231 shares during the period. Jones Financial Companies Lllp’s holdings in Caterpillar were worth $50,214,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in CAT. Kilter Group LLC bought a new stake in Caterpillar during the second quarter worth approximately $27,000. Mid American Wealth Advisory Group Inc. bought a new position in shares of Caterpillar in the second quarter worth about $28,000. Marquette Asset Management LLC boosted its stake in Caterpillar by 1,060.0% during the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after purchasing an additional 53 shares during the period. RiverPark Advisors LLC bought a new position in Caterpillar in the 2nd quarter worth approximately $32,000. Finally, Joseph Group Capital Management acquired a new position in shares of Caterpillar during the third quarter worth approximately $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Stock Up 5.1%

Shares of NYSE:CAT opened at $690.71 on Tuesday. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. The company 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 Inc. has a 52 week low of $267.30 and a 52 week high of $691.38. The company’s fifty day moving average is $606.93 and its 200-day moving average is $522.53.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping the consensus estimate of $4.67 by $0.49. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The company had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. During the same quarter last year, the business posted $5.14 earnings per share. The company’s revenue was up 17.9% on a year-over-year basis. Equities research analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th will be paid a $1.51 dividend. The ex-dividend date is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.9%. Caterpillar’s dividend payout ratio (DPR) is 32.09%.

Insiders Place Their Bets

In other news, CFO Andrew R. J. Bonfield sold 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total transaction of $5,750,600.00. Following the transaction, the chief financial officer directly owned 45,460 shares in the company, valued at approximately $26,142,227.60. This represents a 18.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO William E. Schaupp sold 1,200 shares of the firm’s stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $572.22, for a total transaction of $686,664.00. Following the completion of the sale, the chief accounting officer directly owned 1,323 shares of the company’s stock, valued at approximately $757,047.06. This represents a 47.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 54,729 shares of company stock valued at $31,084,308 over the last three months. Company insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on CAT shares. Bank of America raised their price objective on shares of Caterpillar from $708.00 to $735.00 and gave the stock a “buy” rating in a research note on Friday. UBS Group reaffirmed a “neutral” rating and set a $677.00 price objective on shares of Caterpillar in a research report on Monday. Robert W. Baird set a $805.00 target price on Caterpillar in a research report on Friday. Hsbc Global Res upgraded Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Thursday, November 6th. Finally, JPMorgan Chase & Co. lifted their price objective on Caterpillar from $740.00 to $765.00 and gave the stock an “overweight” rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $678.29.

Caterpillar News Summary

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

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.