Meadowbrook Wealth Management LLC Buys New Shares in Caterpillar Inc. $CAT

Meadowbrook Wealth Management LLC purchased a new position in shares of Caterpillar Inc. (NYSE:CAT) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,170 shares of the industrial products company’s stock, valued at approximately $558,000.

A number of other institutional investors and hedge funds have also made changes to their positions in CAT. Brady Family Wealth LLC lifted its stake in Caterpillar by 11.4% in the third quarter. Brady Family Wealth LLC now owns 5,931 shares of the industrial products company’s stock worth $2,830,000 after acquiring an additional 607 shares during the last quarter. Compton Wealth Advisory Group LLC raised its holdings in shares of Caterpillar by 4.2% in the 3rd quarter. Compton Wealth Advisory Group LLC now owns 6,810 shares of the industrial products company’s stock valued at $3,249,000 after purchasing an additional 277 shares in the last quarter. Breakthru Advisory Services LLC purchased a new stake in shares of Caterpillar during the 3rd quarter worth $258,000. U.S. Capital Wealth Advisors LLC grew its stake in shares of Caterpillar by 1.2% during the third quarter. U.S. Capital Wealth Advisors LLC now owns 12,680 shares of the industrial products company’s stock worth $6,050,000 after purchasing an additional 147 shares in the last quarter. Finally, Richard P Slaughter Associates Inc purchased a new position in Caterpillar in the third quarter valued at $204,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, insider Anthony D. Fassino sold 8,184 shares of the business’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $570.18, for a total value of $4,666,353.12. Following the transaction, the insider owned 41,512 shares of the company’s stock, valued at approximately $23,669,312.16. The trade was a 16.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Jason Kaiser sold 10,707 shares of the stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $563.60, for a total value of $6,034,465.20. Following the sale, the insider directly owned 8,649 shares of the company’s stock, valued at approximately $4,874,576.40. This represents a 55.32% 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 sold 79,061 shares of company stock worth $41,949,366. 0.33% of the stock is currently owned by insiders.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bernstein raised its price target on CAT to $630 from $557, signaling upgraded earnings/volume expectations and giving investors a higher valuation anchor for the stock. Caterpillar price target raised to $630 from $557 at Bernstein
• Positive Sentiment: A Zacks piece highlights Caterpillar as one of three manufacturers benefiting from supply-chain reshoring into 2026, which supports stronger domestic sales, parts demand and shorter lead times — positive for order visibility and margins. 3 Manufacturing Stocks Benefiting From Supply-Chain Shifts Into 2026
• Positive Sentiment: Caterpillar will show new motor graders, a dozer and an excavator at ConExpo 2026 — product refreshes can spur replacement cycles and aftermarket revenue, supporting near- to mid-term sales growth. Caterpillar to Reveal New Motor Graders, Dozer, Excavator at ConExpo 2026
• Positive Sentiment: A Financial Post article reports a Canadian Caterpillar dealer on a record run amid a construction boom, evidence of strong end-market demand that can lift unit sales and parts/service revenue. Canada’s Building Push Puts Caterpillar Dealer on a Record Run
• Neutral Sentiment: A Zacks comparison of CAT vs. KMTUY reiterates CAT’s revenue-revival thesis and infrastructure tailwinds but also reminds investors to weigh valuation and competitive factors — supportive context but not new company-specific news. CAT vs. KMTUY: Which Heavy Equipment Stock is the Better Buy?
• Negative Sentiment: Earlier headlines noted Caterpillar shares contributed to a Dow decline, a reminder that broader market volatility can push the stock down even with positive company-specific news. Caterpillar, NVIDIA Corp. share losses lead Dow’s 132-point fall

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. Evercore ISI upped their price objective on Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a research report on Monday, November 17th. Erste Group Bank raised Caterpillar from a “hold” rating to a “buy” rating in a report on Friday, October 3rd. Royal Bank Of Canada initiated coverage on shares of Caterpillar in a report on Wednesday, October 22nd. They set a “sector perform” rating and a $560.00 price objective on the stock. Wells Fargo & Company initiated coverage on shares of Caterpillar in a report on Thursday, November 13th. They issued an “overweight” rating and a $675.00 target price for the company. Finally, UBS Group lifted their price target on shares of Caterpillar from $506.00 to $581.00 and gave the stock a “neutral” rating in a research note on Tuesday, November 4th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $616.00.

Caterpillar Stock Up 1.8%

CAT stock opened at $576.19 on Friday. The company has a market cap of $269.65 billion, a price-to-earnings ratio of 29.58, a price-to-earnings-growth ratio of 2.66 and a beta of 1.57. The company has a fifty day moving average price of $562.75 and a 200 day moving average price of $468.71. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.38 and a quick ratio of 0.86. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $627.50.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Wednesday, October 29th. The industrial products company reported $4.95 EPS for the quarter, beating analysts’ consensus estimates of $4.52 by $0.43. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The company had revenue of $17.64 billion for the quarter, compared to analyst estimates of $16.72 billion. During the same period in the previous year, the business posted $5.17 earnings per share. Caterpillar’s quarterly revenue was up 9.5% on a year-over-year basis. Sell-side analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be given a dividend of $1.51 per share. This represents a $6.04 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is presently 31.01%.

Caterpillar 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.