Krilogy Financial LLC Acquires New Shares in Caterpillar Inc. $CAT

Krilogy Financial LLC acquired a new position in Caterpillar Inc. (NYSE:CAT) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 3,544 shares of the industrial products company’s stock, valued at approximately $1,691,000.

A number of other institutional investors have also added to or reduced their stakes in CAT. Kilter Group LLC bought a new position in shares of Caterpillar during the second quarter valued at approximately $27,000. Mid American Wealth Advisory Group Inc. purchased a new stake in Caterpillar during the second quarter worth $28,000. Marquette Asset Management LLC boosted its position 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 acquiring an additional 53 shares in the last quarter. RiverPark Advisors LLC purchased a new position in shares of Caterpillar in the 2nd quarter valued at $32,000. Finally, Joseph Group Capital Management bought a new position in shares of Caterpillar in the 3rd quarter worth $32,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Buying and Selling at Caterpillar

In related news, insider Denise C. Johnson sold 39,138 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the completion of the transaction, the insider owned 43,350 shares of the company’s stock, valued at $29,524,818. This trade represents a 47.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of the company’s stock in a transaction 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 completion of the sale, the chief financial officer directly 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 SEC filing for this sale provides additional information. Insiders sold 130,545 shares of company stock valued at $88,294,733 over the last quarter. Insiders own 0.33% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the company. Jefferies Financial Group lifted their target price on Caterpillar from $700.00 to $750.00 and gave the company a “buy” rating in a research note on Tuesday, January 27th. Wells Fargo & Company raised their price target on shares of Caterpillar from $702.00 to $756.00 and gave the company an “overweight” rating in a report on Friday, January 30th. Wall Street Zen upgraded shares of Caterpillar from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Rothschild & Co Redburn raised their target price on shares of Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research note on Wednesday, February 4th. Finally, Oppenheimer upped their price target on Caterpillar from $700.00 to $729.00 and gave the stock an “outperform” rating in a research report on Friday, January 30th. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $702.95.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bank of America raised its price target on Caterpillar to $825 and reiterated a buy rating, signaling stronger analyst confidence that supports further upside. Read More.
• Positive Sentiment: Argus increased its price target to $820 (from $625) and kept a buy rating — another independent upgrade that reinforces bullish sentiment and helped push CAT to fresh highs. Read More.
• Positive Sentiment: Analyst upgrade commentary has driven CAT to a new one-year high, reflecting momentum from multiple broker upgrades and earnings that beat expectations. Read More.
• Positive Sentiment: Multiple stories highlight Caterpillar as an unexpected AI beneficiary — AI-enabled equipment, telematics and productivity software are reframing its growth story and supporting higher valuation multiples. Read More. Read More.
• Positive Sentiment: Caterpillar reported strong top-line momentum (EquipmentWorld: 18% rise in Q4 revenue), which underpins the upgrades and the bullish analyst tone. Read More.
• Positive Sentiment: Industry coverage cites CAT as well positioned to benefit from large infrastructure markets (e.g., India), adding a structural demand backdrop to near-term catalysts. Read More.
• Neutral Sentiment: Institutional activity: Allegheny Financial Group modestly increased its stake, a small buy-side vote but not a large position shift. Read More.
• Neutral Sentiment: Investor relations activity: CFO Andrew Bonfield will appear at the Barclays Industrial Select Conference next week — an opportunity for management to reinforce the outlook but not an immediate earnings update. Read More.
• Negative Sentiment: Insider selling: Executives Lange Bob De S. and Anthony Fassino reported stock sales (collectively ~28,689 shares), which can temper sentiment even if not large relative to overall float. Read More. Read More.
• Negative Sentiment: Cost pressure: coverage notes higher tariff costs alongside revenue growth, which could compress margins if tariffs persist or escalate. Read More.

Caterpillar Stock Performance

Shares of CAT opened at $774.01 on Thursday. 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 stock has a 50-day moving average of $627.47 and a two-hundred day moving average of $536.53. The stock has a market cap of $362.22 billion, a P/E ratio of 41.13, a P/E/G ratio of 1.76 and a beta of 1.58. Caterpillar Inc. has a one year low of $267.30 and a one year high of $775.54.

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

Caterpillar Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be paid a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s payout ratio is presently 32.09%.

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.