Caterpillar Inc. $CAT Shares Acquired by Spire Wealth Management

Spire Wealth Management lifted its position in shares of Caterpillar Inc. (NYSE:CAT) by 68.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 21,725 shares of the industrial products company’s stock after purchasing an additional 8,837 shares during the quarter. Spire Wealth Management’s holdings in Caterpillar were worth $12,445,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of CAT. IFS Advisors LLC purchased a new stake in Caterpillar during the fourth quarter worth approximately $31,000. Rialto Wealth Management LLC raised its stake in shares of Caterpillar by 47.4% in the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after acquiring an additional 18 shares during the period. 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 acquiring an additional 53 shares in the last quarter. Noble Wealth Management PBC boosted its position in Caterpillar by 140.0% during the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 35 shares during the period. Finally, Joseph Group Capital Management acquired a new stake in Caterpillar in the 3rd quarter valued at $32,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Stock Down 1.1%

Shares of NYSE CAT opened at $695.49 on Friday. 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 1 year low of $267.30 and a 1 year high of $789.81. The stock’s 50-day simple moving average is $708.66 and its 200-day simple moving average is $604.42. The firm has a market cap of $323.61 billion, a price-to-earnings ratio of 36.96, a PEG ratio of 1.64 and a beta of 1.54.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. During the same quarter in the prior year, the business posted $5.14 earnings per share. Caterpillar’s revenue for the quarter was up 17.9% on a year-over-year basis. As a group, equities analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Insider Activity at Caterpillar

In related news, CFO Andrew R. J. Bonfield sold 10,000 shares of the company’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total value of $5,750,600.00. Following the sale, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at $26,142,227.60. This represents a 18.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Joseph E. Creed sold 2,500 shares of the stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the transaction, the chief executive officer owned 35,083 shares in the company, valued at $25,222,221.19. This trade represents a 6.65% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 135,950 shares of company stock worth $94,327,990. 0.33% of the stock is currently owned by insiders.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group nudged up its profit forecasts — the bank raised FY2027 EPS to $27.95 (from $27.65) and slightly lifted FY2026 to $22.70, both well above the street consensus of ~$19.86. This supports a stronger earnings outlook for CAT. Erste Group raises EPS estimates
• Neutral Sentiment: Deal and growth coverage — coverage of Caterpillar supplying power‑generation equipment to Atlas Energy and its role in powering Nscale’s AI compute campus highlights revenue diversification and exposure to AI/energy demand, but analysts are mixed on near-term financial impact and timing. Analysts mixed on Atlas Energy agreement Caterpillar and Nscale AI campus
• Neutral Sentiment: Community & STEM initiatives may support brand and hiring but have limited direct near‑term financial impact (Alvernia collaboration; Goodwill Arkansas funding). Alvernia partnership Goodwill Arkansas funding
• Negative Sentiment: Heightened legal risk — Caterpillar has countersued Bobcat (Doosan Bobcat) over alleged patent infringement and has accused the rival of industrial espionage; litigation can lead to legal costs, injunction risk or distraction. Reuters: Caterpillar countersues Bobcat ENR: alleges industrial espionage
• Negative Sentiment: Divestment headline — Washington state sold off ~$62M of Caterpillar bonds amid activist pressure; public-sector divestment can dent sentiment and signal ESG-related investor risk. WA sells Caterpillar bonds
• Negative Sentiment: Market/sector selloff — Caterpillar was mentioned among stocks that weighed on the Dow amid a near‑350 point decline, so broad risk‑off flows likely pressured the share price alongside company‑specific headlines. Market drop including CAT

Analyst Upgrades and Downgrades

Several research analysts have commented on CAT shares. Oppenheimer raised their price objective on Caterpillar from $729.00 to $817.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. JPMorgan Chase & Co. increased their target price on Caterpillar from $765.00 to $860.00 and gave the company an “overweight” rating in a research note on Wednesday, March 4th. Raymond James Financial reiterated a “market perform” rating on shares of Caterpillar in a report on Wednesday, January 7th. Morgan Stanley upped their price target on Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a report on Tuesday, February 3rd. Finally, DA Davidson increased their price objective on shares of Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a research report on Monday, February 2nd. Sixteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Caterpillar has an average rating of “Moderate Buy” and a consensus target price of $730.50.

About Caterpillar

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.