Cwm LLC Purchases 10,555 Shares of Caterpillar Inc. $CAT

Cwm LLC raised its position in shares of Caterpillar Inc. (NYSE:CAT) by 11.6% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 101,188 shares of the industrial products company’s stock after purchasing an additional 10,555 shares during the quarter. Cwm LLC’s holdings in Caterpillar were worth $48,282,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Kilter Group LLC bought a new stake in Caterpillar during the second quarter valued at approximately $27,000. Mid American Wealth Advisory Group Inc. purchased a new position in shares of Caterpillar during the 2nd quarter worth $28,000. Compass Financial Services Inc grew its position in shares of Caterpillar by 49.2% during the 1st quarter. Compass Financial Services Inc now owns 94 shares of the industrial products company’s stock valued at $31,000 after acquiring an additional 31 shares during the period. Family Legacy Financial Solutions LLC purchased a new stake in shares of Caterpillar in the 2nd quarter worth $32,000. Finally, RiverPark Advisors LLC bought a new position in Caterpillar in the 2nd quarter worth $32,000. Institutional investors own 70.98% of the company’s stock.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Consensus analyst view is modestly bullish — CAT has a “Moderate Buy” consensus from analysts, which can underpin investor confidence and support buying interest. Caterpillar Receives Consensus Rating of Moderate Buy
• Positive Sentiment: High-profile trader endorsement — Pete Najarian included CAT among his 2026 picks, highlighting it as part of a favored group in the current “most hated” rally; such media attention can boost flows and options activity. Pete Najarian’s 2026 Picks: C, GOOGL, CAT
• Positive Sentiment: Strong long-term track record noted — a Benzinga piece highlighting 10‑year returns reminds investors of Caterpillar’s compound performance, which supports buy-and-hold sentiment among long-term shareholders. $100 Invested In Caterpillar 10 Years Ago Would Be Worth This Much Today
• Negative Sentiment: Momentum may be outpacing fundamentals — an analysis flags that CAT’s 2025 rally is largely technical and that fundamental indicators and demand trends are lagging; this raises the risk of a pullback if upcoming earnings or order trends disappoint. Caterpillar Inc. Extends 2025 Rally As Technicals Peak And Fundamentals Lag

Caterpillar Price Performance

CAT stock opened at $582.25 on Friday. The company has a debt-to-equity ratio of 1.34, a quick ratio of 0.86 and a current ratio of 1.38. The company’s fifty day moving average price is $567.17 and its 200-day moving average price is $475.16. Caterpillar Inc. has a one year low of $267.30 and a one year high of $627.50. The company has a market capitalization of $272.48 billion, a PE ratio of 29.89, a price-to-earnings-growth ratio of 2.74 and a beta of 1.57.

Caterpillar (NYSE:CAT) last posted its earnings results on Monday, November 3rd. The industrial products company reported $4.95 earnings per share for the quarter, beating the consensus estimate of $4.52 by $0.43. The company had revenue of $17.64 billion during the quarter, compared to analysts’ expectations of $16.72 billion. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. Caterpillar’s quarterly revenue was up 9.5% on a year-over-year basis. During the same period last year, the company posted $5.17 earnings per share. On average, equities analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be given a $1.51 dividend. This represents a $6.04 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s payout ratio is currently 31.01%.

Analyst Upgrades and Downgrades

CAT has been the subject of several recent research reports. Barclays boosted their price target on Caterpillar from $485.00 to $555.00 and gave the company an “equal weight” rating in a report on Thursday, October 30th. JPMorgan Chase & Co. increased their target price on shares of Caterpillar from $650.00 to $730.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Argus raised their target price on shares of Caterpillar from $460.00 to $625.00 and gave the stock a “buy” rating in a research note on Wednesday, November 19th. Truist Financial reiterated a “buy” rating and issued a $729.00 price target (up from $582.00) on shares of Caterpillar in a research report on Thursday, October 30th. Finally, Bank of America raised their price objective on shares of Caterpillar from $594.00 to $650.00 and gave the company a “buy” rating in a research report on Thursday, October 30th. Three analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $616.00.

Insider Activity at Caterpillar

In other Caterpillar news, insider Jason Kaiser sold 10,707 shares of the firm’s stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the completion of the transaction, the insider owned 8,649 shares in the company, valued at $4,874,576.40. This trade represents a 55.32% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Anthony D. Fassino sold 8,184 shares of Caterpillar stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $570.18, for a total value of $4,666,353.12. Following the completion of the sale, the insider directly owned 41,512 shares in the company, valued at approximately $23,669,312.16. The trade was a 16.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 61,895 shares of company stock valued at $34,007,516 in the last 90 days. 0.33% of the stock is currently owned by insiders.

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.