WealthPoint Financial LLC Invests $363,000 in Caterpillar Inc. $CAT

WealthPoint Financial LLC purchased a new position in shares of Caterpillar Inc. (NYSE:CAT) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 633 shares of the industrial products company’s stock, valued at approximately $363,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of CAT. Advisory Resource Group boosted its position in shares of Caterpillar by 0.8% in the 4th quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock worth $935,000 after purchasing an additional 13 shares during the last quarter. Invst LLC boosted its holdings in Caterpillar by 1.9% during the fourth quarter. Invst LLC now owns 753 shares of the industrial products company’s stock worth $431,000 after buying an additional 14 shares during the last quarter. Plancorp LLC boosted its holdings in Caterpillar by 0.5% during the fourth quarter. Plancorp LLC now owns 2,777 shares of the industrial products company’s stock worth $1,591,000 after buying an additional 15 shares during the last quarter. BlueStem Wealth Partners LLC grew its position in shares of Caterpillar by 1.3% during the 4th quarter. BlueStem Wealth Partners LLC now owns 1,192 shares of the industrial products company’s stock worth $683,000 after buying an additional 15 shares during the period. Finally, KDT Advisors LLC increased its stake in shares of Caterpillar by 2.3% in the 4th quarter. KDT Advisors LLC now owns 657 shares of the industrial products company’s stock valued at $376,000 after acquiring an additional 15 shares during the last quarter. 70.98% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms recently weighed in on CAT. Citigroup lifted their price objective on shares of Caterpillar from $905.00 to $1,020.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Argus increased their target price on shares of Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Zacks Research raised shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Monday, June 8th. UBS Group restated a “neutral” rating and issued a $900.00 price objective on shares of Caterpillar in a research report on Tuesday, June 2nd. Finally, Jefferies Financial Group raised their price objective on Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $935.09.

Caterpillar Stock Performance

Shares of CAT opened at $987.79 on Friday. The firm has a market cap of $454.97 billion, a P/E ratio of 49.17, a PEG ratio of 1.89 and a beta of 1.59. Caterpillar Inc. has a twelve month low of $357.73 and a twelve month high of $994.49. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. The firm’s 50 day moving average price is $870.74 and its two-hundred day moving average price is $738.63.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The business had revenue of $17.41 billion for the quarter, compared to analyst estimates of $16.53 billion. During the same period last year, the business posted $4.25 earnings per share. The firm’s quarterly revenue was up 22.2% on a year-over-year basis. On average, analysts forecast that Caterpillar Inc. will post 24.62 EPS for the current fiscal year.

Caterpillar Increases Dividend

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

Insider Buying and Selling

In other news, insider Denise C. Johnson sold 12,605 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the completion of the sale, the insider owned 49,825 shares in the company, valued at approximately $45,236,615.75. This trade represents a 20.19% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of Caterpillar stock in a transaction dated 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 directly owned 52,935 shares of the company’s stock, valued at $48,631,913.85. The trade was a 22.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 95,773 shares of company stock valued at $87,642,635. Insiders own 0.33% of the company’s stock.

Caterpillar News Roundup

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 Company 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.