HB Wealth Management LLC Purchases 814 Shares of Caterpillar Inc. $CAT

HB Wealth Management LLC increased its holdings in Caterpillar Inc. (NYSE:CAT) by 1.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 45,409 shares of the industrial products company’s stock after purchasing an additional 814 shares during the quarter. HB Wealth Management LLC’s holdings in Caterpillar were worth $26,014,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of the business. Wellington Management Group LLP grew its stake in shares of Caterpillar by 3,949.8% in the third quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock worth $2,494,568,000 after purchasing an additional 5,098,964 shares during the last quarter. Bank of New York Mellon Corp raised its holdings in shares of Caterpillar by 20.7% during the third quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock valued at $1,695,757,000 after acquiring an additional 609,023 shares in the last quarter. Legal & General Group Plc raised its holdings in shares of Caterpillar by 2.2% during the third quarter. Legal & General Group Plc now owns 2,802,068 shares of the industrial products company’s stock valued at $1,337,007,000 after acquiring an additional 58,993 shares in the last quarter. Amundi raised its holdings in shares of Caterpillar by 24.3% during the third quarter. Amundi now owns 2,375,710 shares of the industrial products company’s stock valued at $1,176,870,000 after acquiring an additional 464,036 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA raised its holdings in shares of Caterpillar by 0.3% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 1,835,924 shares of the industrial products company’s stock valued at $1,051,746,000 after acquiring an additional 5,510 shares in the last quarter. 70.98% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the company. Argus upped their target price on Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Williams Trading set a $825.00 target price on shares of Caterpillar in a research note on Tuesday, March 10th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Royal Bank Of Canada lifted their target price on shares of Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a research note on Friday, January 30th. Finally, Sanford C. Bernstein increased their target price on Caterpillar from $678.00 to $769.00 and gave the stock a “market perform” rating in a research report on Thursday, April 9th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $761.64.

Caterpillar Stock Performance

Shares of CAT stock opened at $808.96 on Thursday. Caterpillar Inc. has a 12 month low of $295.18 and a 12 month high of $820.20. The stock has a market cap of $376.40 billion, a PE ratio of 42.98, a price-to-earnings-growth ratio of 1.88 and a beta of 1.52. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The company’s fifty day moving average price is $738.25 and its 200-day moving average price is $641.87.

Caterpillar (NYSE:CAT) last announced its earnings results 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 net margin of 13.14% and a return on equity of 45.76%. The business had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. During the same quarter last year, the firm earned $5.14 earnings per share. The business’s revenue for the quarter was up 17.9% on a year-over-year basis. On average, equities analysts expect that Caterpillar Inc. will post 22.88 EPS for the current fiscal year.

Caterpillar Announces Dividend

The firm also recently announced 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. The ex-dividend date of this dividend is Monday, April 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.7%. Caterpillar’s dividend payout ratio (DPR) is currently 32.09%.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, insider Anthony D. Fassino sold 10,671 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $680.45, for a total value of $7,261,081.95. Following the sale, the insider directly owned 41,151 shares of the company’s stock, valued at approximately $28,001,197.95. The trade was a 20.59% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Denise C. Johnson sold 39,138 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $681.08, for a total value of $26,656,109.04. Following the completion of the sale, the insider directly owned 43,350 shares in the company, valued at $29,524,818. This trade represents a 47.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 125,950 shares of company stock valued at $88,577,390. 0.33% of the stock is currently owned by company insiders.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wells Fargo and other outlets bumped price targets and reiterated buy ratings, citing stronger data-center demand (AI-related) and an industrial recovery that could drive meaningful upside for CAT. Caterpillar Stock Can Gain 20%, Analyst Says. How Meta Might Give Shares a Boost.
• Positive Sentiment: Truist and other analyst commentary remain constructive, with forecasts expecting further EPS growth — supporting the bullish narrative for shares. Caterpillar (NYSE:CAT) Stock Price Expected to Rise, Truist Financial Analyst Says
• Positive Sentiment: Caterpillar reiterated its quarterly dividend ($1.51 per share) and emphasized commitment to shareholder value amid a management change — a supportive signal for income-focused investors. Caterpillar Inc. (CAT) Asserts Commitment to Shareholder Value Amid Management Change
• Positive Sentiment: Caterpillar promoted a longtime executive to CFO, providing continuity in financial leadership during the transition — reduces execution risk around capital allocation and the dividend. Industry Roundup: Caterpillar Names Longtime Executive as New CFO
• Positive Sentiment: Strategic tech moves — a Geotab telematics partnership and the acquisition of a California self-driving tractor startup — bolster CAT’s fleet services, data offerings and autonomous capabilities, supporting higher-margin, recurring-revenue prospects. Caterpillar Partners with Geotab on Full Fleet Telematics Caterpillar acquires Californian self-driving tractor startup
• Neutral Sentiment: Long-form coverage speculates on very high upside (e.g., $1,000+ targets) after large YTD gains — useful for sentiment but speculative; investors should weigh valuation (P/E ~43) against growth assumptions. Is Caterpillar stock headed for $1,000 after soaring 170% in a year
• Neutral Sentiment: General coverage highlights earnings strength and inclusion on watchlists (Zacks, IBD) — positive visibility but not new fundamental news. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Neutral Sentiment: Note: a press release about “CAT Strategic” (ticker CAT) refers to a small mining/metal junior and is unrelated to Caterpillar Inc.; ignore for CAT equity analysis. CAT Strategic Announces First Tranche Closing and Upsizing of the Offering

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.