Fiscal Wisdom Wealth Management LLC Acquires New Holdings in Caterpillar Inc. $CAT

Fiscal Wisdom Wealth Management LLC bought a new position in Caterpillar Inc. (NYSE:CAT) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 703 shares of the industrial products company’s stock, valued at approximately $361,000.

A number of other institutional investors have also modified their holdings of CAT. Marquette Asset Management LLC lifted its holdings in shares of Caterpillar by 1,060.0% during the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after purchasing an additional 53 shares during the last quarter. Joseph Group Capital Management purchased a new position in Caterpillar during the 3rd quarter worth $32,000. Kilter Group LLC acquired a new position in Caterpillar during the 2nd quarter valued at about $27,000. Sellwood Investment Partners LLC purchased a new stake in Caterpillar in the third quarter valued at about $35,000. Finally, RiverPark Advisors LLC purchased a new stake in shares of Caterpillar during the second quarter worth about $32,000. 70.98% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

CAT has been the subject of several research analyst reports. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $678.00 price objective on shares of Caterpillar in a research report on Friday, January 30th. Truist Financial raised their price target on shares of Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Wolfe Research boosted their price objective on shares of Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a report on Friday, January 2nd. Barclays raised their target price on Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a research note on Friday, January 30th. Finally, Morgan Stanley boosted their price target on Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a research note on Tuesday, February 3rd. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Caterpillar has an average rating of “Moderate Buy” and an average price target of $702.95.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar completed the acquisition of mining software firm RPMGlobal, expanding its data‑driven mining technology and software portfolio—a strategic move to boost recurring, higher‑margin services and digital solutions revenue. Caterpillar Bolsters Mining Technology Solutions with RPMGlobal Acquisition
• Positive Sentiment: Market coverage highlights Caterpillar’s exposure to data‑center power and electrification demand—an attractive, long‑term growth market that could diversify revenue beyond heavy equipment. High‑tech data centers get a powerful assist from a century‑old company
• Neutral Sentiment: Caterpillar presented at Barclays’ industrial conference; the transcript may contain management commentary on demand, margins and capital allocation—useful for guidance but not an immediate earnings surprise. Barclays 43rd Annual Industrial Select Conference Transcript
• Neutral Sentiment: Analyst commentary and feature pieces (Zacks, MarketBeat) are raising investor attention and highlighting Caterpillar vs. peers; this can affect sentiment and flows but doesn’t change fundamentals immediately. Caterpillar vs. Deere: Which Equipment Stock is a Better Buy Now?
• Negative Sentiment: Large insider sales: Chief Accounting Officer William Schaupp sold 972 shares (filed with the SEC), reducing his stake significantly—multiple insider disposals can spook investors. SEC Filing – William E. Schaupp Sale
• Negative Sentiment: Insider Rodney Michael Shurman sold 1,764 shares (≈55% cut of his holding); another material insider reduction that can add short‑term selling pressure. SEC Filing – Rodney Michael Shurman Sale
• Negative Sentiment: Senior insider Anthony D. Fassino sold 7,891 shares (~$6.13M at ~\$776.90), trimming his position ~14.5%; a large, recent sale that investors often interpret as a near‑term negative signal. SEC Filing – Anthony D. Fassino Sale
• Negative Sentiment: Zacks lowered Q2 EPS estimates for Caterpillar, indicating softer near‑term earnings expectations—this analyst downgrade pressure can weigh on the stock until guidance or results change the outlook. Q2 EPS Estimates Lowered by Zacks Research

Caterpillar Price Performance

NYSE:CAT opened at $752.97 on Thursday. The firm’s fifty day moving average is $643.83 and its two-hundred day moving average is $548.14. The firm has a market cap of $350.35 billion, a price-to-earnings ratio of 40.01, a PEG ratio of 1.81 and a beta of 1.58. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. Caterpillar Inc. has a one year low of $267.30 and a one year high of $789.81.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.67 by $0.49. The business 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%.The company’s revenue for the quarter was up 17.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $5.14 EPS. Research analysts expect that Caterpillar Inc. will post 19.86 EPS for the current 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 dividend yield of 0.8%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s payout ratio is currently 32.09%.

Insider Activity

In other news, insider Lange Bob De sold 22,656 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $720.11, for a total value of $16,314,812.16. Following the completion of the sale, the insider directly owned 79,953 shares in the company, valued at $57,574,954.83. The trade was a 22.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Anthony D. Fassino sold 7,891 shares of the stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $776.90, for a total value of $6,130,517.90. Following the transaction, the insider owned 46,643 shares in the company, valued at $36,236,946.70. This trade represents a 14.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 141,172 shares of company stock valued at $96,514,673 in the last three months. Corporate insiders own 0.33% of the company’s stock.

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.