TSA Wealth Managment LLC Makes New Investment in Caterpillar Inc. $CAT

TSA Wealth Managment LLC acquired a new stake in shares of Caterpillar Inc. (NYSE:CAT) during the 1st quarter, HoldingsChannel reports. The fund acquired 597 shares of the industrial products company’s stock, valued at approximately $423,000.

A number of other institutional investors and hedge funds have also modified their holdings of CAT. Lam Group Inc. purchased a new position in Caterpillar in the 1st quarter valued at about $26,000. Torren Management LLC purchased a new stake in Caterpillar during the 4th quarter worth approximately $27,000. Frazier Financial Advisors LLC raised its holdings in shares of Caterpillar by 220.0% during the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 33 shares during the last quarter. IFS Advisors LLC purchased a new position in shares of Caterpillar in the fourth quarter valued at approximately $31,000. Finally, Rialto Wealth Management LLC boosted its stake in shares of Caterpillar by 47.4% in the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 18 shares during the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the company. DA Davidson increased their price objective on Caterpillar from $650.00 to $845.00 and gave the company a “neutral” rating in a research note on Monday, May 4th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Caterpillar in a report on Friday, May 8th. Evercore reiterated an “outperform” rating and issued a $1,103.00 target price on shares of Caterpillar in a research report on Monday, May 11th. Oppenheimer set a $980.00 price target on shares of Caterpillar and gave the stock an “outperform” rating in a research note on Friday, May 1st. Finally, Bank of America upped their price objective on shares of Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a research note on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, Caterpillar currently has an average rating of “Moderate Buy” and a consensus target price of $970.81.

Insiders Place Their Bets

In related news, insider Anthony D. Fassino sold 16,283 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $916.80, for a total value of $14,928,254.40. Following the transaction, the insider directly owned 46,041 shares in the company, valued at approximately $42,210,388.80. This represents a 26.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the firm’s stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total value of $14,399,860.54. Following the sale, the chief financial officer directly owned 52,935 shares of the company’s stock, valued at approximately $48,631,913.85. This trade represents a 22.85% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 95,773 shares of company stock worth $87,642,635. 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: Caterpillar is being highlighted as a way to gain exposure to the AI buildout, especially through demand tied to data center construction, which is helping bolster investor optimism. These Dividend Paying Stocks Offer Strong Exposure to AI Trends
• Positive Sentiment: Analyst/commentary pieces continue to frame Caterpillar as a stock with strong momentum and relative outperformance, supporting the bullish case for CAT. CAT Outperforms NVDA & Tech Sector, AI Data Center Demand Powers Growth
• Positive Sentiment: News that Caterpillar is opening an engineering design centre adds to the company’s investment and expansion story, which can be supportive for long-term growth expectations. Caterpillar Inc. opens engineering design centre
• Positive Sentiment: Reports of a multimillion-dollar global headquarters expansion in Las Colinas suggest continued capital investment and confidence in the business outlook. Caterpillar digs into new $34M HQ in Las Colinas
• Neutral Sentiment: Market commentary notes that Caterpillar remains a popular industrial stock to watch, but these list-style articles do not provide a clear new catalyst. Industrial Stocks To Consider – July 9th
• Neutral Sentiment: Another feature discusses Caterpillar among “calls of the day,” indicating ongoing trader attention rather than a specific fundamental update. Calls of the day: AbbVie, Caterpillar, Marriott, Lamar Advertising and PepsiCo
• Negative Sentiment: Some coverage says CAT has dipped while the broader market rose, and other commentary warns the stock may be losing momentum as investors weigh valuation, tariffs, and execution risks. Caterpillar (CAT) Stock Dips While Market Gains: Key Facts
• Negative Sentiment: One bearish note suggests the AI rally may be fading, with valuation concerns making investors more cautious about further upside. CAT Stock Heads For Second Weekly Loss: Is Caterpillar’s AI Rally Fading?

Caterpillar Trading Up 1.5%

NYSE:CAT traded up $14.03 during trading hours on Friday, hitting $952.42. The company had a trading volume of 1,957,575 shares, compared to its average volume of 3,658,716. Caterpillar Inc. has a 1 year low of $401.70 and a 1 year high of $1,073.46. The company has a market cap of $438.68 billion, a P/E ratio of 47.41, a P/E/G ratio of 1.85 and a beta of 1.57. The company has a 50-day moving average of $930.83 and a 200 day moving average of $782.09. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating the consensus estimate of $4.65 by $0.89. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm had revenue of $17.41 billion for the quarter, compared to analysts’ expectations of $16.53 billion. During the same quarter in the previous year, the company posted $4.25 EPS. The company’s revenue was up 22.2% compared to the same quarter last year. Sell-side analysts expect that Caterpillar Inc. will post 24.71 earnings per share for the current year.

Caterpillar Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be issued a $1.63 dividend. This represents a $6.52 annualized dividend and a yield of 0.7%. The ex-dividend date is Monday, July 20th. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio (DPR) is presently 30.06%.

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.