Caterpillar Inc. $CAT Shares Acquired by Kelleher Financial Advisors

Kelleher Financial Advisors boosted its stake in Caterpillar Inc. (NYSE:CAT) by 426.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,184 shares of the industrial products company’s stock after buying an additional 959 shares during the period. Kelleher Financial Advisors’ holdings in Caterpillar were worth $679,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Marquette Asset Management LLC boosted its holdings in shares of Caterpillar by 1,060.0% in the third 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. IFS Advisors LLC acquired a new position in shares of Caterpillar during the fourth quarter valued at approximately $31,000. Joseph Group Capital Management bought a new stake in Caterpillar during the third quarter worth approximately $32,000. Rialto Wealth Management LLC lifted its position in Caterpillar by 47.4% in the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after purchasing an additional 18 shares during the period. Finally, Noble Wealth Management PBC boosted its stake in Caterpillar by 140.0% during the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after purchasing an additional 35 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Stock Performance

Shares of CAT stock opened at $717.23 on Friday. The company has a market capitalization of $333.72 billion, a price-to-earnings ratio of 38.11, a P/E/G ratio of 1.69 and a beta of 1.52. Caterpillar Inc. has a 1-year low of $267.30 and a 1-year high of $789.81. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The stock’s fifty day simple moving average is $715.54 and its 200-day simple moving average is $614.06.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, topping the consensus estimate 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 period in the prior year, the business earned $5.14 EPS. The business’s revenue for the quarter was up 17.9% on a year-over-year basis. On average, sell-side analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CAO William E. Schaupp sold 972 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $764.20, for a total transaction of $742,802.40. Following the completion of the sale, the chief accounting officer directly owned 824 shares in the company, valued at approximately $629,700.80. This trade represents a 54.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Rodney Michael Shurman sold 2,278 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the transaction, the insider directly owned 1,443 shares in the company, valued at $1,096,117.23. The trade was a 61.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 125,950 shares of company stock valued at $88,577,390 over the last ninety days. Insiders own 0.33% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple forward-quarter and full-year EPS forecasts for CAT (including FY2026–FY2028 and several quarterly uplifts), pushing multi-year earnings power higher and supporting a more bullish outlook from analysts. (Zacks research note)
• Positive Sentiment: Analyst price-target increases and an upgrade have driven buying interest—separate notes lifted CAT targets to $700 and $750 and an upgrade sent the stock up intraday. Caterpillar (NYSE:CAT) Price Target Raised to $700.00 Caterpillar (NYSE:CAT) Price Target Raised to $750.00 Caterpillar (NYSE:CAT) Trading Up 3.1% After Analyst Upgrade
• Positive Sentiment: Local manufacturing expansion: Caterpillar plans to add ~200 jobs at its Victoria, Texas facility — signals ongoing demand for equipment and incremental capacity investment. Caterpillar to add 200 jobs at Victoria facility even as manufacturing activity across Texas slows
• Neutral Sentiment: C-suite governance change: CEO Joe Creed has taken on the additional role of board chairman following Jim Umpleby’s retirement — typically neutral but worth watching for any strategic shifts. Caterpillar CEO Joe Creed takes over added role as board chairman
• Neutral Sentiment: Macro tailwind: Geopolitical-driven market flows (the “Iran war FOMO” trade) have boosted industrial names including Caterpillar as investors rotate into defense- and infrastructure-exposed stocks. The Iran War FOMO Trade Is Sending Stocks Surging
• Negative Sentiment: Regulatory/supply-chain risk: U.S. senators have launched a review of heavy-equipment imports from Mexico that could lead to tariffs or restrictions affecting cross-border parts and finished goods — a potential headwind for Caterpillar’s Mexico-linked manufacturing footprint. Caterpillar Faces Mexico Import Review As Supply Chain Risks Resurface

Analyst Ratings Changes

Several brokerages have recently issued reports on CAT. JPMorgan Chase & Co. lifted their price target on Caterpillar from $765.00 to $860.00 and gave the company an “overweight” rating in a research report on Wednesday, March 4th. Wall Street Zen cut Caterpillar from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. Raymond James Financial reaffirmed a “market perform” rating on shares of Caterpillar in a report on Wednesday, January 7th. CICC Research began coverage on shares of Caterpillar in a research report on Friday, February 6th. They issued an “outperform” rating on the stock. Finally, Barclays upped their price target on shares of Caterpillar from $625.00 to $700.00 and gave the company an “equal weight” rating in a report on Tuesday, March 31st. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Caterpillar currently has an average rating of “Moderate Buy” and an average price target of $737.55.

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.