Griffith & Werner Inc. Purchases New Shares in Caterpillar Inc. $CAT

Griffith & Werner Inc. acquired a new position in shares of Caterpillar Inc. (NYSE:CAT) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 750 shares of the industrial products company’s stock, valued at approximately $358,000.

Other institutional investors also recently modified their holdings of the company. WealthShield Partners LLC increased its holdings in shares of Caterpillar by 1.6% in the third quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company’s stock valued at $535,000 after purchasing an additional 18 shares in the last quarter. one8zero8 LLC boosted its position in Caterpillar by 3.2% in the 3rd quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock valued at $295,000 after buying an additional 19 shares during the last quarter. Abacus Planning Group Inc. increased its stake in shares of Caterpillar by 0.6% in the 3rd quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock valued at $1,534,000 after buying an additional 20 shares during the period. Cyr Financial Inc. raised its position in shares of Caterpillar by 2.5% during the third quarter. Cyr Financial Inc. now owns 811 shares of the industrial products company’s stock worth $387,000 after acquiring an additional 20 shares during the last quarter. Finally, Coastwise Capital Group LLC lifted its stake in shares of Caterpillar by 1.8% during the third quarter. Coastwise Capital Group LLC now owns 1,168 shares of the industrial products company’s stock valued at $557,000 after acquiring an additional 21 shares during the period. 70.98% of the stock is owned by institutional investors.

Caterpillar Price Performance

NYSE CAT opened at $722.36 on Wednesday. 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 market cap of $336.11 billion, a price-to-earnings ratio of 38.38, a PEG ratio of 1.78 and a beta of 1.54. The business has a 50 day simple moving average of $674.01 and a 200 day simple moving average of $570.26. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $789.81.

Caterpillar (NYSE:CAT) last released 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 company had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. During the same quarter in the prior year, the company earned $5.14 earnings per share. The business’s quarterly revenue was up 17.9% compared to the same quarter last year. Analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th were paid a $1.51 dividend. The ex-dividend date of this dividend was Tuesday, January 20th. This represents a $6.04 annualized dividend and a dividend yield of 0.8%. Caterpillar’s dividend payout ratio (DPR) is currently 32.09%.

Insider Buying and Selling

In other Caterpillar news, insider Anthony D. Fassino sold 7,891 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $776.90, for a total value of $6,130,517.90. Following the sale, the insider owned 46,643 shares in the company, valued at approximately $36,236,946.70. The trade was a 14.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Lange Bob De sold 22,656 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the transaction, the insider directly owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This represents a 22.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 133,450 shares of company stock valued at $92,530,665. Corporate insiders own 0.33% of the company’s stock.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar highlighted a broad set of product, services and technology launches at CONEXPO‑CON/AGG (AI, autonomy, connected fleet, Cat Rentals/Cat Compact) that reinforce service revenue and digital upsell opportunities. Caterpillar transforms the construction worksite at CONEXPO
• Positive Sentiment: Caterpillar announced partnerships to commercialize a natural‑gas + carbon capture system for the data‑center market, opening a potential new recurring‑revenue channel for power and emissions solutions. Caterpillar partners with OnePWR and Vero3
• Positive Sentiment: Product pipeline expansion: Caterpillar introduced new compact machines (compact‑radius excavator, TUL100 compact utility loader) addressing rental and small‑site demand — supporting parts, service and rental revenue growth. Caterpillar sees more demand for compact radius excavators Caterpillar debuts TUL100 compact utility loader
• Positive Sentiment: High‑profile endorsement: Jim Cramer singled out CAT as a reliable name in his week’s game plan and noted the company’s CONEXPO presence — a short‑term media tailwind for sentiment. Jim Cramer on Caterpillar: “A Total Straight Shooter”
• Neutral Sentiment: Caterpillar is expanding mining software amid a record backlog and a large rail services deal; this accelerates software/recurring revenue but also concentrates execution risk on integration and backlog fulfillment. Caterpillar expands mining software as record backlog and rail deal reshape risks
• Neutral Sentiment: Brand/product curiosity: media coverage of a Caterpillar pickup concept drove attention but the vehicle’s design and commercial prospects disappointed some observers — limited near‑term revenue impact but potential reputational noise. Caterpillar’s first pickup looks a lot like a Ford Super Duty The Caterpillar pickup truck is real, but not what people hoped
• Negative Sentiment: Market/sector weakness: CAT was cited among notable losers dragging the Dow lower today — a reflection of broad market risk‑off flows that can pressure even high‑quality cyclicals. Caterpillar, Sherwin‑Williams share losses contribute to Dow drop
• Negative Sentiment: Valuation/positioning concerns: commentary asking whether CAT has “rallied too far” highlights profit‑taking risk after strong multi‑year gains; that discussion likely amplifies selling pressure among momentum/trading investors. Has Caterpillar rallied too far after strong gains?

Wall Street Analysts Forecast Growth

CAT has been the subject of several recent research reports. CICC Research started coverage on Caterpillar in a report on Friday, February 6th. They set an “outperform” rating for the company. Morgan Stanley lifted their price objective on Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a research note on Tuesday, February 3rd. JPMorgan Chase & Co. increased their target price on Caterpillar from $740.00 to $765.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. Wall Street Zen downgraded shares of Caterpillar from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. Finally, DA Davidson boosted their price objective on shares of Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. Sixteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Caterpillar presently has a consensus rating of “Moderate Buy” and an average target price of $712.52.

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.