Spire Wealth Management Purchases 2,158 Shares of Caterpillar Inc. $CAT

Spire Wealth Management increased its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 20.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 12,888 shares of the industrial products company’s stock after buying an additional 2,158 shares during the quarter. Spire Wealth Management’s holdings in Caterpillar were worth $6,150,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Pacific Point Advisors LLC acquired a new stake in Caterpillar during the 4th quarter worth approximately $579,000. Brighton Jones LLC raised its holdings in shares of Caterpillar by 51.5% during the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after acquiring an additional 2,519 shares during the period. Signature Estate & Investment Advisors LLC raised its holdings in shares of Caterpillar by 2.7% during the first quarter. Signature Estate & Investment Advisors LLC now owns 1,680 shares of the industrial products company’s stock worth $554,000 after acquiring an additional 44 shares during the period. Caxton Associates LLP bought a new stake in Caterpillar in the 1st quarter valued at $483,000. Finally, Ascent Group LLC boosted its stake in Caterpillar by 172.5% in the 1st quarter. Ascent Group LLC now owns 4,467 shares of the industrial products company’s stock worth $1,473,000 after purchasing an additional 2,828 shares during the period. 70.98% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Launched “Cat AI Assistant” at CES — an operator‑facing AI that integrates equipment data, diagnostics and workflow tools. The product positions Caterpillar to monetize software and services on top of its hardware fleet, supporting higher recurring revenue expectations. Caterpillar Introduces Cat AI Assistant
• Positive Sentiment: Expanded collaboration with NVIDIA to accelerate “physical AI” and robotics across machines, factories and supply chains — this can speed product development and create differentiation vs. peers, supporting a higher valuation multiple for growth in autonomy and software. Caterpillar Teams With NVIDIA to Revolutionize Heavy Industry with Physical AI and Robotics
• Positive Sentiment: Committed $25 million toward a global innovation prize and workforce development tied to its AI/autonomy push — a signal management expects a multi‑year shift in skill needs and is investing to capture the long‑term market. Caterpillar Launches AI Assistant, Commits $25M Toward Global Innovation Prize
• Positive Sentiment: Unusually large call‑option volume with heavy call buying (31,623 calls, ~62% above typical) suggests traders are betting on further upside or short covering, which can amplify intraday gains. Caterpillar Sees Unusually Large Options Volume (NYSE:CAT)
• Neutral Sentiment: CEO Joe Creed was elected chairman as longtime executive D. James Umpleby III will retire April 1; management continuity is intact but investors will monitor any governance impacts. Caterpillar Chief Executive Officer Joe Creed Elected Chairman of the Board
• Neutral Sentiment: Caterpillar presented prepared CES remarks and demos (transcript/coverage available) — useful for modeling product roadmap and timelines but not an immediate revenue guide. Caterpillar Inc. (CAT) Presents at CES Las Vegas Prepared Remarks Transcript
• Negative Sentiment: Insider sale: director Andrew Bonfield sold 10,000 shares — a small transaction relative to the float but sometimes perceived negatively by investors who watch insider activity. Andrew Bonfield Sells 10,000 Shares of Caterpillar (NYSE:CAT) Stock

Caterpillar Trading Down 4.2%

NYSE CAT opened at $596.64 on Thursday. Caterpillar Inc. has a 12 month low of $267.30 and a 12 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 50 day moving average of $577.99 and a 200-day moving average of $490.53. The company has a market cap of $279.22 billion, a PE ratio of 30.63, a PEG ratio of 2.46 and a beta of 1.57.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Monday, November 3rd. The industrial products company reported $4.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.52 by $0.43. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The firm had revenue of $17.64 billion for the quarter, compared to analyst estimates of $16.72 billion. During the same period in the prior year, the firm posted $5.17 earnings per share. The company’s quarterly revenue was up 9.5% compared to the same quarter last year. On average, equities research analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Announces Dividend

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

Wall Street Analyst Weigh In

A number of brokerages have recently commented on CAT. Robert W. Baird boosted their price target on Caterpillar from $612.00 to $680.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Barclays lifted their target price on Caterpillar from $485.00 to $555.00 and gave the company an “equal weight” rating in a research report on Thursday, October 30th. Royal Bank Of Canada initiated coverage on Caterpillar in a research report on Wednesday, October 22nd. They set a “sector perform” rating and a $560.00 price target for the company. Argus lifted their price objective on shares of Caterpillar from $460.00 to $625.00 and gave the company a “buy” rating in a report on Wednesday, November 19th. Finally, Jefferies Financial Group increased their target price on shares of Caterpillar from $570.00 to $700.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $618.70.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, Chairman Donald J. Umpleby III sold 17,166 shares of the business’s stock in a transaction that occurred on Friday, October 10th. The stock was sold at an average price of $505.29, for a total transaction of $8,673,808.14. Following the transaction, the chairman owned 448,173 shares of the company’s stock, valued at $226,457,335.17. The trade was a 3.69% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Lange Bob De sold 14,638 shares of the firm’s stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $562.36, for a total value of $8,231,825.68. Following the completion of the sale, the insider directly owned 80,209 shares of the company’s stock, valued at approximately $45,106,333.24. The trade was a 15.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,895 shares of company stock valued at $39,758,116 in the last three months. Corporate insiders own 0.33% of the company’s stock.

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.