Capstone Wealth Management Inc. Acquires New Position in Caterpillar Inc. $CAT

Capstone Wealth Management Inc. acquired a new stake in Caterpillar Inc. (NYSE:CAT) in the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 977 shares of the industrial products company’s stock, valued at approximately $577,000. Caterpillar makes up 0.5% of Capstone Wealth Management Inc.’s holdings, making the stock its 26th largest position.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Wellington Management Group LLP grew 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 worth $2,494,568,000 after purchasing an additional 5,098,964 shares in the last quarter. Capital International Investors bought a new stake in Caterpillar during the 4th quarter valued at $1,225,317,000. Northwestern Mutual Wealth Management Co. raised 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 valued at $861,947,000 after purchasing an additional 1,281,087 shares in the last quarter. Bank of America Corp DE lifted its holdings in shares of Caterpillar by 16.0% in the 4th quarter. Bank of America Corp DE now owns 6,738,802 shares of the industrial products company’s stock worth $3,860,457,000 after buying an additional 928,974 shares during the period. Finally, Cynosure Group LLC grew its position in shares of Caterpillar by 8,359.6% during the 4th quarter. Cynosure Group LLC now owns 513,754 shares of the industrial products company’s stock worth $294,314,000 after buying an additional 507,681 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Caterpillar Trading Up 3.3%

CAT opened at $987.79 on Friday. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64. The firm has a market cap of $454.97 billion, a price-to-earnings ratio of 49.17, a PEG ratio of 1.89 and a beta of 1.59. Caterpillar Inc. has a 12 month low of $357.73 and a 12 month high of $994.49. The stock has a fifty day moving average price of $870.74 and a 200-day moving average price of $738.63.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating analysts’ consensus estimates 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 $17.41 billion for the quarter, compared to the consensus estimate of $16.53 billion. During the same quarter last year, the company earned $4.25 earnings per share. The firm’s revenue for the quarter was up 22.2% compared to the same quarter last year. As a group, equities research analysts anticipate that Caterpillar Inc. will post 24.62 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be issued a $1.63 dividend. The ex-dividend date is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio (DPR) is 30.06%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on CAT shares. Wolfe Research raised their price target on Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research note on Tuesday, March 31st. Williams Trading set a $825.00 price objective on shares of Caterpillar in a research note on Tuesday, March 10th. Zacks Research upgraded shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Monday, June 8th. Daiwa Securities Group raised their target price on shares of Caterpillar from $790.00 to $900.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Finally, JPMorgan Chase & Co. upped their price target on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the stock an “overweight” rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, Caterpillar has an average rating of “Moderate Buy” and an average target price of $935.09.

Insider Transactions at Caterpillar

In related news, CFO Andrew R. J. Bonfield sold 15,674 shares of the business’s stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following the completion of the transaction, the chief financial officer owned 52,935 shares in the company, valued at $48,631,913.85. The trade was a 22.85% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Anthony D. Fassino sold 16,283 shares of the stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the sale, the insider directly owned 46,041 shares of the company’s stock, valued at $42,210,388.80. The trade was a 26.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 95,773 shares of company stock worth $87,642,635. 0.33% of the stock is owned by corporate insiders.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: JPMorgan raised its price target on Caterpillar to $1,165 from $1,125 and reiterated an overweight rating, reinforcing a bullish analyst outlook for the stock.
• Positive Sentiment: Analysts currently view Caterpillar as a “Moderate Buy,” suggesting Wall Street remains constructive on the company’s earnings and growth prospects.
• Positive Sentiment: Several writeups highlight Caterpillar as a blue-chip name benefiting from strong market momentum, with the stock featured among top industrial and Dow stocks to watch.
• Positive Sentiment: Investor interest is also being supported by Caterpillar’s recent dividend hike, which signals confidence in cash flow and capital returns.
• Positive Sentiment: Commentary around Caterpillar’s growing power generation business and its exposure to AI data-center infrastructure is improving the long-term growth story. Article: Caterpillar (CAT) Is Recasting Its Growth Story With A $63 Billion AI Backlog
• Neutral Sentiment: Some articles are simply repeating recent market strength and record-high Dow leadership, which supports sentiment but does not add new company-specific information.
• Negative Sentiment: One article references a legal/political dispute over the SEC’s Consolidated Audit Trail, but this appears to concern the CAT data system rather than Caterpillar Inc., so it is not a meaningful fundamental driver for the 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.