Genesis Financial Group LLC Buys Shares of 835 Caterpillar Inc. $CAT

Genesis Financial Group LLC bought a new position in Caterpillar Inc. (NYSE:CAT) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 835 shares of the industrial products company’s stock, valued at approximately $478,000.

A number of other institutional investors have also modified their holdings of CAT. Wellington Management Group LLP boosted its stake in Caterpillar by 3,949.8% in the third quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock valued at $2,494,568,000 after acquiring an additional 5,098,964 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its holdings in shares of Caterpillar by 1,851.8% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock valued at $873,382,000 after purchasing an additional 1,736,631 shares during the last quarter. Marshall Wace LLP lifted its holdings in shares of Caterpillar by 425.2% during the 2nd quarter. Marshall Wace LLP now owns 761,800 shares of the industrial products company’s stock valued at $295,738,000 after purchasing an additional 616,739 shares during the last quarter. Bank of New York Mellon Corp boosted its position in shares of Caterpillar by 20.7% in the 3rd quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock worth $1,695,757,000 after purchasing an additional 609,023 shares in the last quarter. Finally, Voya Investment Management LLC grew its stake in Caterpillar by 36.9% during the 3rd quarter. Voya Investment Management LLC now owns 1,777,589 shares of the industrial products company’s stock worth $848,177,000 after buying an additional 478,972 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Caterpillar

In other news, insider Rodney Michael Shurman sold 2,278 shares of the company’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the sale, the insider directly owned 1,443 shares of the company’s stock, valued at $1,096,117.23. This represents a 61.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Joseph E. Creed sold 2,500 shares of the stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the completion of the sale, the chief executive officer owned 35,083 shares in the company, valued at $25,222,221.19. The trade was a 6.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 125,950 shares of company stock worth $88,577,390. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Stock Down 1.8%

Shares of CAT stock opened at $717.23 on Friday. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81. The firm has a market capitalization of $333.72 billion, a PE ratio of 38.11, a P/E/G ratio of 1.72 and a beta of 1.52. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. The stock’s 50-day simple moving average is $713.73 and its 200-day simple moving average is $610.90.

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

Wall Street Analyst Weigh In

CAT has been the subject of a number of research analyst reports. Citigroup increased their price target on Caterpillar from $760.00 to $785.00 and gave the company a “buy” rating in a research note on Monday, March 9th. Rothschild & Co Redburn boosted their price target on Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 4th. Morgan Stanley upped their price objective on shares of Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a report on Tuesday, February 3rd. Wolfe Research increased their price objective on shares of Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research report on Tuesday. Finally, Jefferies Financial Group boosted their target price on shares of Caterpillar from $785.00 to $825.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. Sixteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $737.55.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst upgrade and higher price target from Wolfe Research supports upside expectations for CAT. Wolfe Research adjusts PT on Caterpillar to $750 from $670, maintains outperform rating
• Positive Sentiment: Market momentum from easing Middle East tensions and “Iran war FOMO” recently lifted industrial names including Caterpillar, helping drive gains into quarter‑end. The Iran War FOMO Trade Is Sending Stocks Surging
• Positive Sentiment: Technical and fundamental bulls point to CAT clearing the 50‑day moving average, record revenues and a roughly $50B backlog as reasons the stock can continue outperforming industrial peers. Caterpillar Climbs Above 50‑Day SMA: Time to Buy the Stock?
• Neutral Sentiment: Barclays raised its price target to $700 but kept an equal‑weight rating — a modest signal that upside is present but not unanimous among brokers. Barclays adjusts Caterpillar price target to $700 from $625, maintains equal weight rating
• Neutral Sentiment: Changes in U.S. tax law are improving Caterpillar’s cash taxes while complicating reported book tax metrics — positive for cash flow planning but potentially confusing for EPS comparability. Caterpillar Tax Shift Boosts Cash While Clouding Earnings Picture For Investors
• Negative Sentiment: U.S. senators are pushing a national‑security review of heavy equipment imports from Mexico that could lead to tariffs or restrictions affecting Caterpillar’s Mexico manufacturing and cross‑border supply chains. This regulatory risk is a key near‑term headwind. Caterpillar Faces Mexico Import Review As Supply Chain Risks Resurface
• Negative Sentiment: Notable insider selling and large institutional portfolio moves (some big fund reductions) are public and can weigh on sentiment, especially after CAT’s strong first‑quarter run. Caterpillar Inc. Stock (CAT) Opinions on Quarterly Earnings

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.