U S Global Investors Inc. Makes New Investment in Caterpillar Inc. $CAT

U S Global Investors Inc. bought a new stake in Caterpillar Inc. (NYSE:CAT) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,000 shares of the industrial products company’s stock, valued at approximately $573,000.

Several other large investors have also modified their holdings of the stock. Wellington Management Group LLP lifted its position in 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 valued at $2,494,568,000 after purchasing an additional 5,098,964 shares during the period. Massachusetts Financial Services Co. MA raised its stake in shares of Caterpillar by 1,851.8% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock worth $873,382,000 after buying an additional 1,736,631 shares in the last quarter. Bank of New York Mellon Corp lifted its holdings in shares of Caterpillar by 20.7% in the 3rd 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 buying an additional 609,023 shares during the period. Amundi boosted its stake in shares of Caterpillar by 24.3% in the third quarter. Amundi now owns 2,375,710 shares of the industrial products company’s stock valued at $1,176,870,000 after buying an additional 464,036 shares in the last quarter. Finally, Alphinity Investment Management Pty Ltd acquired a new position in Caterpillar during the fourth quarter worth $252,204,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Wall Street Analyst Weigh In

CAT has been the topic of several research analyst reports. Truist Financial boosted their target price on shares of Caterpillar from $786.00 to $920.00 and gave the stock a “buy” rating in a research report on Monday. Argus raised their price objective on shares of Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Jefferies Financial Group upped their target price on shares of Caterpillar from $825.00 to $900.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. JPMorgan Chase & Co. lifted their price target on shares of Caterpillar from $765.00 to $860.00 and gave the company an “overweight” rating in a research report on Wednesday, March 4th. Finally, Raymond James Financial reissued a “market perform” rating on shares of Caterpillar in a research note on Wednesday, January 7th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $767.77.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Robert W. Baird raised its price target to $940 from $805 and kept an outperform rating, providing a visible catalyst for buying and supporting a re‑rating of the shares. Caterpillar (NYSE:CAT) Stock Price Up 3.3% Following Analyst Upgrade
• Positive Sentiment: Analysts and data outlets are highlighting Caterpillar’s strong fundamentals and the setup for another potential earnings beat, citing favorable expectations and recent revenue/EPS strength that underpin investor confidence. Caterpillar (CAT) Earnings Expected to Grow: Should You Buy?
• Positive Sentiment: Coverage is emerging on a structural growth story — Caterpillar’s moves into automation and data‑center power solutions position it as a beneficiary of AI/data‑center investment, a narrative that can expand multiple and demand. More Than Just Dirt: Caterpillar Is the AI Stock Nobody Saw Coming
• Positive Sentiment: Caterpillar has reiterated shareholder‑friendly actions — a confirmed dividend and management messaging around value following a leadership change — which supports income‑oriented and conviction buyers. Caterpillar Inc. (CAT) Asserts Commitment to Shareholder Value Amid Management Change
• Neutral Sentiment: Caterpillar named a longtime executive as CFO in an industry roundup; the change appears orderly and was framed as continuity rather than disruption. Industry Roundup: Caterpillar Names Longtime Executive as New CFO
• Neutral Sentiment: Recent intraday and short‑term price moves have shown continued appetite but also volatility as the market digests upgrades and cautionary takes. Caterpillar (CAT) Stock Moves 1.05%: What You Should Know
• Negative Sentiment: Morgan Stanley kept an Underweight rating and a $430 target (up from $425), explicitly flagging macro risks to equipment demand — its target sits far below the current market price, a cautionary signal for more risk‑averse investors. Morgan Stanley Ups Caterpillar (CAT) Target to $430, Flags Macro Risks to Earnings
• Negative Sentiment: Opinion pieces warn the stock’s recent rally may have left it stretched and list reasons to avoid CAT, highlighting valuation and the potential for mean reversion after a big run. 3 Reasons to Avoid CAT and 1 Stock to Buy Instead
• Negative Sentiment: Analyses asking “Is it too late?” stress that the stock’s strong multi‑month gains increase risk for late entrants and make forward returns more dependent on execution and macro stability. Is It Too Late To Consider Caterpillar (CAT) After Its Strong Share Price Rally?

Insider Activity

In other news, insider Denise C. Johnson sold 39,138 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were 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 owned 43,350 shares of the company’s stock, valued at approximately $29,524,818. The trade was a 47.45% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Joseph E. Creed sold 2,500 shares of the firm’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $718.93, for a total value of $1,797,325.00. Following the transaction, the chief executive officer owned 35,083 shares in the company, valued at $25,222,221.19. This trade represents a 6.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 125,950 shares of company stock worth $88,577,390 over the last ninety days. Insiders own 0.33% of the company’s stock.

Caterpillar Price Performance

CAT stock opened at $835.53 on Friday. The company has a market cap of $388.76 billion, a PE ratio of 44.40, a price-to-earnings-growth ratio of 1.90 and a beta of 1.52. Caterpillar Inc. has a 12-month low of $297.07 and a 12-month high of $845.27. 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 stock has a 50-day moving average price of $739.78 and a two-hundred day moving average price of $643.21.

Caterpillar (NYSE:CAT) last posted its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. The business had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same quarter last year, the firm earned $5.14 earnings per share. As a group, research analysts predict that Caterpillar Inc. will post 22.88 EPS for the current year.

Caterpillar Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Monday, April 20th will be given 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 presently 32.09%.

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.