Citizens & Northern Corp Buys 3,084 Shares of Caterpillar Inc. $CAT

Citizens & Northern Corp boosted its stake in Caterpillar Inc. (NYSE:CAT) by 272.9% in the fourth quarter, HoldingsChannel reports. The firm owned 4,214 shares of the industrial products company’s stock after acquiring an additional 3,084 shares during the period. Citizens & Northern Corp’s holdings in Caterpillar were worth $2,414,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Wellington Management Group LLP increased its holdings 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 acquiring an additional 5,098,964 shares in the last quarter. Bank of New York Mellon Corp increased its holdings in shares of Caterpillar by 20.7% in the third quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock worth $1,695,757,000 after acquiring an additional 609,023 shares in the last quarter. Legal & General Group Plc increased its holdings in shares of Caterpillar by 2.2% in the third quarter. Legal & General Group Plc now owns 2,802,068 shares of the industrial products company’s stock worth $1,337,007,000 after acquiring an additional 58,993 shares in the last quarter. Amundi increased its holdings 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 worth $1,176,870,000 after acquiring an additional 464,036 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA increased its holdings in shares of Caterpillar by 0.3% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 1,835,924 shares of the industrial products company’s stock worth $1,051,746,000 after acquiring an additional 5,510 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Caterpillar Stock Up 3.3%

CAT stock opened at $835.53 on Friday. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. The stock has a market capitalization of $388.76 billion, a P/E ratio of 44.40, a P/E/G ratio of 1.90 and a beta of 1.52. The business has a 50-day moving average of $739.78 and a 200-day moving average of $643.21. Caterpillar Inc. has a fifty-two week low of $297.07 and a fifty-two week high of $845.27.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping the consensus estimate of $4.67 by $0.49. The company had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.Caterpillar’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $5.14 earnings per share. On average, sell-side analysts anticipate that Caterpillar Inc. will post 22.88 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The company also recently disclosed 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. This represents a $6.04 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, April 20th. Caterpillar’s dividend payout ratio is currently 32.09%.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Robert W. Baird raised its price target to $940 and kept an “outperform” rating, giving an explicit upside thesis that likely supported buying interest. Baird Adjusts Price Target on Caterpillar
• Positive Sentiment: Coverage framing Caterpillar as an unexpected AI/data-center and automation play is boosting the growth narrative beyond traditional construction/machinery demand. That thematic re-rating is supporting higher multiples. More Than Just Dirt: Caterpillar Is the AI Stock
• Positive Sentiment: Several analyst notes and outlets reiterate expectation for continued earnings growth and a likely beat in upcoming results, reinforcing investor confidence in near-term fundamentals. Caterpillar Earnings Expected to Grow
• Positive Sentiment: Broker and analyst optimism beyond one note: other outlets discuss bullish price targets and forecasts (speculative $1,000 scenarios), adding momentum from retail and momentum-focused funds. Is Caterpillar Stock Headed for $1,000?
• Positive Sentiment: Caterpillar reiterated its dividend and named a longtime executive as CFO — actions that reduce governance uncertainty and support shareholder-value narratives. Caterpillar Names New CFO
• Neutral Sentiment: Morgan Stanley nudged its price target to $430 but maintained an Underweight rating and flagged macro risks to earnings — a mixed signal that tempers some of the bullish momentum. Morgan Stanley Ups Caterpillar Target
• Neutral Sentiment: Market write-ups noting the recent intraday/short-term moves and questioning whether it’s “too late” highlight valuation and momentum risk—important context for risk-aware investors. Caterpillar Stock Moves
• Negative Sentiment: Critical pieces outline reasons to avoid CAT after a big run (valuation, mean-reversion risk, and concentrated upside already priced in), which could pressure sentiment if investors rotate out. 3 Reasons to Avoid CAT

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on CAT shares. CICC Research started coverage on Caterpillar in a report on Friday, February 6th. They issued an “outperform” rating for the company. Wells Fargo & Company increased their price target on Caterpillar from $870.00 to $960.00 and gave the stock an “overweight” rating in a report on Tuesday. Jefferies Financial Group increased their price target on Caterpillar from $825.00 to $900.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. JPMorgan Chase & Co. increased their price target on Caterpillar from $765.00 to $860.00 and gave the stock an “overweight” rating in a report on Wednesday, March 4th. Finally, Argus increased their price target on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Sixteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Caterpillar has a consensus rating of “Moderate Buy” and a consensus price target of $767.77.

Insider Activity at Caterpillar

In other Caterpillar news, insider Rodney Michael Shurman sold 2,278 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total value of $1,730,391.58. Following the completion of the transaction, the insider directly owned 1,443 shares in the company, valued at $1,096,117.23. This trade represents a 61.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 shares were sold at an average price of $720.11, for a total value of $16,314,812.16. Following the completion of the transaction, the insider owned 79,953 shares of the company’s stock, valued at approximately $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. Insiders sold 125,950 shares of company stock valued at $88,577,390 over the last ninety days. Company insiders own 0.33% of the company’s stock.

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.