Financial Synergies Wealth Advisors Inc. Has $4.43 Million Holdings in Caterpillar Inc. $CAT

Financial Synergies Wealth Advisors Inc. boosted its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 175.0% in the fourth quarter, HoldingsChannel reports. The fund owned 7,727 shares of the industrial products company’s stock after buying an additional 4,917 shares during the quarter. Caterpillar accounts for 0.4% of Financial Synergies Wealth Advisors Inc.’s portfolio, making the stock its 29th biggest holding. Financial Synergies Wealth Advisors Inc.’s holdings in Caterpillar were worth $4,427,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of CAT. Wellington Management Group LLP boosted its position in Caterpillar by 3,949.8% during the 3rd quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock worth $2,494,568,000 after acquiring an additional 5,098,964 shares during the period. Northwestern Mutual Wealth Management Co. boosted its position in Caterpillar by 573.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,504,612 shares of the industrial products company’s stock worth $861,947,000 after acquiring an additional 1,281,087 shares during the period. Bank of New York Mellon Corp raised its stake in shares of Caterpillar by 20.7% during 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. Amundi raised its stake in shares of Caterpillar by 24.3% during the 3rd quarter. Amundi now owns 2,375,710 shares of the industrial products company’s stock worth $1,176,870,000 after purchasing an additional 464,036 shares in the last quarter. Finally, Vanguard Group Inc. raised its stake in shares of Caterpillar by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock worth $26,572,681,000 after purchasing an additional 442,164 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple Caterpillar earnings forecasts across 2026, 2027 and 2028, signaling stronger expected profitability and supporting a higher valuation for the stock.
• Positive Sentiment: Analysts also increased Caterpillar’s long-term fair value and price targets, reflecting improving growth expectations and suggesting Wall Street sees more upside than before.
• Positive Sentiment: Jim Cramer said Caterpillar is “integral to data center construction,” highlighting a new demand driver tied to AI infrastructure buildout, which could broaden the company’s growth narrative. Article Title
• Positive Sentiment: The company’s “Building Beyond” internship coverage spotlighted Caterpillar’s use of new AI, reinforcing investor interest in its technology and workforce development efforts. Article Title
• Neutral Sentiment: Caterpillar was mentioned in several stock-screening and watchlist articles for industrial, mining, and construction names, which adds visibility but does not by itself change fundamentals.
• Negative Sentiment: One story noted concerns around workforce and tariff issues at a Caterpillar-related facility, which could be a mild headwind if trade or labor costs intensify. Article Title

Caterpillar Price Performance

Shares of NYSE:CAT opened at $873.91 on Thursday. Caterpillar Inc. has a 1-year low of $336.24 and a 1-year high of $931.35. The firm has a market capitalization of $402.52 billion, a PE ratio of 43.50, a PEG ratio of 1.70 and a beta of 1.63. The business’s 50 day moving average is $785.30 and its 200-day moving average is $687.48. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, topping the consensus estimate of $4.65 by $0.89. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company had revenue of $17.42 billion for the quarter, compared to analyst estimates of $16.53 billion. During the same quarter last year, the firm earned $4.25 EPS. Caterpillar’s revenue for the quarter was up 22.2% compared to the same quarter last year. Sell-side analysts predict that Caterpillar Inc. will post 24.67 earnings per share for the current year.

Caterpillar Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Monday, April 20th were issued a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Monday, April 20th. Caterpillar’s dividend payout ratio (DPR) is presently 30.06%.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on CAT shares. Williams Trading set a $825.00 price target on Caterpillar in a research note on Tuesday, March 10th. Citigroup raised their price target on Caterpillar from $905.00 to $1,020.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Bank of America raised their price target on Caterpillar from $930.00 to $989.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. HSBC raised their price target on Caterpillar from $850.00 to $1,100.00 in a research note on Tuesday, May 5th. Finally, Daiwa Securities Group raised their price target on Caterpillar from $790.00 to $900.00 and gave the stock a “neutral” rating in a research note on Friday, May 1st. Sixteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $923.14.

Insider Activity at Caterpillar

In other news, CFO Andrew R. J. Bonfield sold 15,674 shares of Caterpillar stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following the sale, the chief financial officer owned 52,935 shares of the company’s stock, valued at approximately $48,631,913.85. This trade represents a 22.85% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Denise C. Johnson sold 12,605 shares of the business’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $907.91, for a total value of $11,444,205.55. Following the completion of the sale, the insider directly owned 49,825 shares in the company, valued at approximately $45,236,615.75. This represents a 20.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 100,551 shares of company stock worth $91,170,351 in the last three months. Company 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.