Peterson Wealth Services Purchases 16,125 Shares of Caterpillar Inc. $CAT

Peterson Wealth Services increased its position in shares of Caterpillar Inc. (NYSE:CAT) by 94,852.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,142 shares of the industrial products company’s stock after purchasing an additional 16,125 shares during the period. Caterpillar accounts for 1.7% of Peterson Wealth Services’ portfolio, making the stock its 12th largest holding. Peterson Wealth Services’ holdings in Caterpillar were worth $7,702,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Marquette Asset Management LLC lifted its holdings in Caterpillar by 1,060.0% in the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 53 shares in the last quarter. Joseph Group Capital Management bought a new stake in shares of Caterpillar during the third quarter valued at approximately $32,000. Kilter Group LLC purchased a new position in shares of Caterpillar in the second quarter worth $27,000. Mid American Wealth Advisory Group Inc. purchased a new stake in Caterpillar in the 2nd quarter worth $28,000. Finally, Sellwood Investment Partners LLC purchased a new position in shares of Caterpillar during the third quarter valued at about $35,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on CAT. Bank of America boosted their target price on Caterpillar from $708.00 to $735.00 and gave the stock a “buy” rating in a research report on Friday. Robert W. Baird set a $805.00 price objective on Caterpillar in a report on Friday. Oppenheimer raised their target price on shares of Caterpillar from $700.00 to $729.00 and gave the company an “outperform” rating in a report on Friday. Argus upped their price target on shares of Caterpillar from $460.00 to $625.00 and gave the company a “buy” rating in a research note on Wednesday, November 19th. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $678.00 price objective on shares of Caterpillar in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $678.29.

Insider Buying and Selling at Caterpillar

In other news, CFO Andrew R. J. Bonfield sold 10,000 shares of the business’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total value of $5,750,600.00. Following the completion of the transaction, the chief financial officer owned 45,460 shares of the company’s stock, valued at $26,142,227.60. The trade was a 18.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Lange Bob De sold 14,638 shares of Caterpillar stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $562.36, for a total transaction of $8,231,825.68. Following the transaction, the insider directly owned 80,209 shares of the company’s stock, valued at approximately $45,106,333.24. This trade represents a 15.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 54,729 shares of company stock worth $31,084,308. Insiders own 0.33% of the company’s stock.

Caterpillar Stock Up 5.1%

Shares of CAT opened at $690.71 on Tuesday. The business’s 50 day simple moving average is $606.93 and its 200-day simple moving average is $522.53. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $691.38. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. The stock has a market capitalization of $323.24 billion, a price-to-earnings ratio of 36.70, a price-to-earnings-growth ratio of 2.53 and a beta of 1.58.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, beating 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 firm had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. During the same quarter in the previous year, the firm posted $5.14 earnings per share. The company’s revenue was up 17.9% on a year-over-year basis. As a group, equities analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The firm 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 dividend on an annualized basis and a yield of 0.9%. Caterpillar’s dividend payout ratio (DPR) is currently 32.09%.

Caterpillar News Roundup

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

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.