Stronghold Wealth Management L.L.C. Takes Position in Caterpillar Inc. $CAT

Stronghold Wealth Management L.L.C. acquired a new stake in Caterpillar Inc. (NYSE:CAT) during the 4th quarter, Holdings Channel.com reports. The fund acquired 644 shares of the industrial products company’s stock, valued at approximately $369,000.

Several other large investors also recently modified their holdings of the stock. Entrust Financial LLC bought a new position in shares of Caterpillar in the fourth quarter valued at about $302,000. CDM Financial Counseling Services Inc. bought a new position in shares of Caterpillar in the fourth quarter valued at about $1,338,000. TD Private Client Wealth LLC raised its position in shares of Caterpillar by 107.9% in the fourth quarter. TD Private Client Wealth LLC now owns 5,107 shares of the industrial products company’s stock valued at $2,926,000 after purchasing an additional 2,650 shares during the period. Tucker Asset Management LLC bought a new position in shares of Caterpillar in the fourth quarter valued at about $42,000. Finally, High Note Wealth LLC raised its position in shares of Caterpillar by 21.3% in the fourth quarter. High Note Wealth LLC now owns 199 shares of the industrial products company’s stock valued at $114,000 after purchasing an additional 35 shares during the period. 70.98% of the stock is owned by institutional investors.

Caterpillar Price Performance

Caterpillar stock opened at $888.90 on Monday. The stock’s fifty day moving average price is $775.21 and its two-hundred day moving average price is $681.13. Caterpillar Inc. has a one year low of $336.24 and a one year high of $931.35. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. The firm has a market cap of $409.42 billion, a PE ratio of 44.25, a price-to-earnings-growth ratio of 1.77 and a beta of 1.63.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 EPS 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 firm had revenue of $17.42 billion for the quarter, compared to analyst estimates of $16.53 billion. During the same quarter last year, the company earned $4.25 EPS. The company’s revenue was up 22.2% on a year-over-year basis. As a group, research analysts expect that Caterpillar Inc. will post 24.48 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be paid a dividend of $1.51 per share. This represents a $6.04 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, April 20th. Caterpillar’s dividend payout ratio (DPR) is 30.06%.

Insider Activity

In other Caterpillar news, insider Denise C. Johnson sold 12,605 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $907.91, for a total value of $11,444,205.55. Following the transaction, the insider directly owned 49,825 shares of the company’s stock, valued at $45,236,615.75. This trade represents a 20.19% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the firm’s stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following the completion of the transaction, the chief financial officer directly owned 52,935 shares in the company, valued at approximately $48,631,913.85. This represents a 22.85% 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 103,287 shares of company stock worth $93,259,774. 0.33% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on CAT. Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Morgan Stanley set a $915.00 target price on Caterpillar and gave the stock an “equal weight” rating in a research note on Friday, May 1st. Argus increased their target price on Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. HSBC increased their target price on Caterpillar from $850.00 to $1,100.00 in a research note on Tuesday, May 5th. Finally, Barclays increased their target price on Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a research note on Friday, May 1st. Sixteen investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $923.14.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Rothschild & Co Redburn lifted its price target on Caterpillar to $950 from $700, signaling continued upside potential despite keeping a neutral rating. Rothschild & Co Redburn adjusts price target on Caterpillar to $950 from $700, maintains neutral rating
• Positive Sentiment: Commentary from Jim Cramer called Caterpillar “a buy,” citing oil and gas exposure, infrastructure spending, and AI data-center power demand as potential tailwinds. Jim Cramer Says Caterpillar Is a Buy
• Positive Sentiment: Caterpillar said it is hiring 600 workers at its Sanford, North Carolina plant to support compact track loader production, suggesting strong demand and added manufacturing activity. Caterpillar hiring 600 jobs at Sanford plant
• Positive Sentiment: Industry research on Saudi Arabia’s construction equipment market pointed to Caterpillar as a key player in a market expected to grow steadily through 2030, supported by large infrastructure projects. Saudi Arabia Construction Equipment Industry Research 2026-2031 Featuring Caterpillar

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.