Precision Wealth Strategies LLC Decreases Stock Holdings in Caterpillar Inc. $CAT

Precision Wealth Strategies LLC reduced its holdings in Caterpillar Inc. (NYSE:CAT) by 55.9% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,520 shares of the industrial products company’s stock after selling 1,930 shares during the period. Precision Wealth Strategies LLC’s holdings in Caterpillar were worth $725,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in the business. Fisher Asset Management LLC increased its stake in Caterpillar by 2.3% during the second quarter. Fisher Asset Management LLC now owns 9,418,321 shares of the industrial products company’s stock worth $3,656,286,000 after acquiring an additional 208,196 shares during the last quarter. Valeo Financial Advisors LLC lifted its stake in shares of Caterpillar by 36,842.1% in the 2nd quarter. Valeo Financial Advisors LLC now owns 7,299,751 shares of the industrial products company’s stock valued at $2,833,836,000 after purchasing an additional 7,279,991 shares during the last quarter. Norges Bank purchased a new position in shares of Caterpillar in the 2nd quarter worth approximately $2,165,899,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Caterpillar by 6.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 4,204,445 shares of the industrial products company’s stock valued at $1,386,626,000 after purchasing an additional 264,054 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. raised its holdings in Caterpillar by 1.0% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 3,337,915 shares of the industrial products company’s stock valued at $1,295,432,000 after buying an additional 33,467 shares during the period. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

CAT has been the topic of several recent analyst reports. Sanford C. Bernstein increased their target price on shares of Caterpillar from $557.00 to $630.00 and gave the company a “market perform” rating in a research note on Friday, December 19th. Robert W. Baird upped their target price on Caterpillar from $612.00 to $680.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. DA Davidson increased their price target on Caterpillar from $408.00 to $569.00 and gave the stock a “neutral” rating in a report on Monday, November 3rd. Morgan Stanley boosted their price objective on Caterpillar from $380.00 to $395.00 and gave the company an “underweight” rating in a report on Wednesday, December 10th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Caterpillar in a research report on Monday. Three analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Caterpillar has a consensus rating of “Moderate Buy” and a consensus price target of $616.00.

Caterpillar Price Performance

Shares of CAT stock opened at $582.25 on Friday. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $627.50. The company has a current ratio of 1.38, a quick ratio of 0.86 and a debt-to-equity ratio of 1.34. The stock has a fifty day simple moving average of $567.17 and a two-hundred day simple moving average of $475.16. The stock has a market capitalization of $272.48 billion, a price-to-earnings ratio of 29.89, a P/E/G ratio of 2.74 and a beta of 1.57.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Monday, November 3rd. The industrial products company reported $4.95 earnings per share for the quarter, topping 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 during the quarter, compared to analyst estimates of $16.72 billion. During the same period in the prior year, the firm earned $5.17 earnings per share. The firm’s revenue for the quarter was up 9.5% compared to the same quarter last year. On average, analysts predict that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

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

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Consensus analyst view is modestly bullish — CAT has a “Moderate Buy” consensus from analysts, which can underpin investor confidence and support buying interest. Caterpillar Receives Consensus Rating of Moderate Buy
• Positive Sentiment: High-profile trader endorsement — Pete Najarian included CAT among his 2026 picks, highlighting it as part of a favored group in the current “most hated” rally; such media attention can boost flows and options activity. Pete Najarian’s 2026 Picks: C, GOOGL, CAT
• Positive Sentiment: Strong long-term track record noted — a Benzinga piece highlighting 10‑year returns reminds investors of Caterpillar’s compound performance, which supports buy-and-hold sentiment among long-term shareholders. $100 Invested In Caterpillar 10 Years Ago Would Be Worth This Much Today
• Negative Sentiment: Momentum may be outpacing fundamentals — an analysis flags that CAT’s 2025 rally is largely technical and that fundamental indicators and demand trends are lagging; this raises the risk of a pullback if upcoming earnings or order trends disappoint. Caterpillar Inc. Extends 2025 Rally As Technicals Peak And Fundamentals Lag

Insider Activity at Caterpillar

In related news, insider Anthony D. Fassino sold 8,184 shares of the business’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $570.18, for a total value of $4,666,353.12. Following the completion of the transaction, the insider owned 41,512 shares of the company’s stock, valued at $23,669,312.16. The trade was a 16.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of the company’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $571.44, for a total value of $5,714,400.00. Following the sale, the chief financial officer owned 55,460 shares of the company’s stock, valued at approximately $31,692,062.40. This represents a 15.28% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 61,895 shares of company stock valued at $34,007,516 over the last quarter. 0.33% of the stock is owned by insiders.

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.