Intellus Advisors LLC Acquires 1,016 Shares of Caterpillar Inc. $CAT

Intellus Advisors LLC raised its stake in Caterpillar Inc. (NYSE:CAT) by 81.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,265 shares of the industrial products company’s stock after buying an additional 1,016 shares during the period. Intellus Advisors LLC’s holdings in Caterpillar were worth $1,297,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in CAT. Pacific Point Advisors LLC bought a new position in shares of Caterpillar during the 4th quarter valued at about $579,000. Brighton Jones LLC increased its position in shares of Caterpillar by 51.5% during the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock valued at $2,688,000 after purchasing an additional 2,519 shares during the last quarter. United Bank increased its position in shares of Caterpillar by 108.5% during the 2nd quarter. United Bank now owns 4,083 shares of the industrial products company’s stock valued at $1,585,000 after purchasing an additional 2,125 shares during the last quarter. Schnieders Capital Management LLC. increased its position in shares of Caterpillar by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock valued at $3,551,000 after purchasing an additional 347 shares during the last quarter. Finally, Alliancebernstein L.P. increased its position in shares of Caterpillar by 6.5% during the 2nd quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company’s stock valued at $222,120,000 after purchasing an additional 34,846 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.

Insiders Place Their Bets

In other Caterpillar news, CAO William E. Schaupp sold 360 shares of the stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $906.00, for a total value of $326,160.00. Following the completion of the sale, the chief accounting officer owned 530 shares in the company, valued at approximately $480,180. This trade represents a 40.45% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Denise C. Johnson sold 12,605 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $907.91, for a total value of $11,444,205.55. Following the completion of the sale, the insider owned 49,825 shares of the company’s stock, valued at approximately $45,236,615.75. This trade represents a 20.19% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 100,551 shares of company stock worth $91,170,351. 0.33% of the stock is currently owned by insiders.

Caterpillar Price Performance

CAT opened at $865.86 on Friday. The stock’s 50 day simple moving average is $788.28 and its 200 day simple moving average is $689.51. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. Caterpillar Inc. has a 1 year low of $336.24 and a 1 year high of $931.35. The firm has a market cap of $398.81 billion, a price-to-earnings ratio of 43.10, a PEG ratio of 1.72 and a beta of 1.63.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The business had revenue of $17.42 billion for the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The company’s revenue was up 22.2% on a year-over-year basis. During the same quarter last year, the firm earned $4.25 EPS. As a group, analysts predict that Caterpillar Inc. will post 24.67 earnings per share for the current year.

Caterpillar Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th were issued a $1.51 dividend. This represents a $6.04 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Monday, April 20th. Caterpillar’s dividend payout ratio (DPR) is 30.06%.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar is being highlighted as a growing power-infrastructure play after a strategic framework agreement with ProPetro’s PROPWR unit to buy up to 2.1 gigawatts of incremental power-generation assets by 2031, reinforcing CAT’s role in electricity and backup-power equipment demand. Why Caterpillar (CAT) Is Becoming a Power Infrastructure Play Too
• Positive Sentiment: Jim Cramer called Caterpillar “integral to data center construction,” which supports the bullish view that CAT can benefit from the ongoing AI/data-center buildout and related infrastructure spending. Jim Cramer on Caterpillar: “It’s Integral to Data Center Construction”
• Positive Sentiment: Recent coverage of Caterpillar’s “Building Beyond” internship and new AI initiatives suggests the company is investing in next-generation technology and talent, which may help support longer-term sentiment. Caterpillar’s ‘Building Beyond’ internship showcases new AI
• Neutral Sentiment: Multiple roundup articles placing Caterpillar on lists of industrial, mining, and construction stocks suggest it remains a widely followed industrial name, but those mentions are not tied to a specific new catalyst. Industrial Stocks To Add to Your Watchlist – May 17th
• Neutral Sentiment: Broader “mooning stocks” and watchlist coverage may reflect strong momentum and proximity to highs, but it does not add a fresh fundamental update for CAT. 2 Mooning Stocks to Target This Week and 1 We Avoid
• Negative Sentiment: Deere’s earnings story included a stock decline despite a beat, reminding investors that industrial peers can sell off on margin or tariff-related concerns even when headline results are strong; this is a sector-level caution for Caterpillar rather than a CAT-specific problem. Deere Earnings Easily Beat, But There’s A Catch. The Stock Is Falling.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on CAT. Citigroup increased their price objective on Caterpillar from $905.00 to $1,020.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Evercore reaffirmed an “outperform” rating and set a $1,103.00 target price on shares of Caterpillar in a report on Monday, May 11th. UBS Group reaffirmed a “neutral” rating and set a $677.00 target price on shares of Caterpillar in a report on Monday, February 2nd. Morgan Stanley set a $915.00 target price on shares of Caterpillar and gave the company an “equal weight” rating in a report on Friday, May 1st. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Caterpillar in a report on Friday, May 8th. Sixteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, Caterpillar has an average rating of “Moderate Buy” and a consensus price target of $923.14.

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.