Hantz Financial Services Inc. Buys 2,319 Shares of Caterpillar Inc. $CAT

Hantz Financial Services Inc. raised its stake in shares of Caterpillar Inc. (NYSE:CAT) by 9.1% in the third quarter, Holdings Channel reports. The institutional investor owned 27,805 shares of the industrial products company’s stock after buying an additional 2,319 shares during the quarter. Hantz Financial Services Inc.’s holdings in Caterpillar were worth $13,267,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank bought a new position in shares of Caterpillar in the second quarter worth $2,165,899,000. Groupe la Francaise grew its position in Caterpillar by 82.0% during the second quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock worth $10,820,000 after buying an additional 12,278 shares in the last quarter. Union Bancaire Privee UBP SA increased its stake in Caterpillar by 155.9% in the 3rd quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock worth $21,014,000 after acquiring an additional 28,773 shares during the last quarter. ZEGA Investments LLC boosted its position in shares of Caterpillar by 149.6% during the 3rd quarter. ZEGA Investments LLC now owns 4,184 shares of the industrial products company’s stock valued at $1,996,000 after acquiring an additional 2,508 shares during the last quarter. Finally, Palmer Knight Co purchased a new position in shares of Caterpillar during the second quarter worth about $5,884,000. 70.98% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Caterpillar

In other news, insider Lange Bob De sold 15,977 shares of Caterpillar stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $682.99, for a total value of $10,912,131.23. Following the sale, the insider directly owned 79,953 shares in the company, valued at approximately $54,607,099.47. This trade represents a 16.65% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director David Maclennan bought 300 shares of the firm’s stock in a transaction that occurred on Thursday, November 6th. The shares were acquired at an average price of $568.86 per share, with a total value of $170,658.00. Following the acquisition, the director owned 7,947 shares of the company’s stock, valued at $4,520,730.42. This represents a 3.92% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders sold a total of 65,539 shares of company stock valued at $40,339,032 in the last quarter. 0.33% of the stock is currently owned by company insiders.

Caterpillar Trading Up 1.7%

NYSE CAT opened at $702.84 on Wednesday. The firm has a market cap of $328.92 billion, a PE ratio of 37.35, a price-to-earnings-growth ratio of 1.65 and a beta of 1.58. Caterpillar Inc. has a 1-year low of $267.30 and a 1-year high of $710.03. The stock has a 50-day moving average of $609.65 and a 200-day moving average of $524.56. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $17.81 billion. During the same quarter in the prior year, the firm posted $5.14 earnings per share. The business’s quarterly revenue was up 17.9% compared to the same quarter last year. As a group, sell-side analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th will be paid a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s dividend payout ratio is 32.09%.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 earnings beat and data-center demand — Caterpillar reported revenue and EPS above estimates, with Power & Energy sales up sharply as data-center buildouts drove demand for natural-gas turbines and backup power. That beat reinforces near-term earnings momentum. CAT Earnings Beat
• Positive Sentiment: Analysts raising price targets — Multiple firms (including Truist and Citi) bumped CAT targets and kept buy ratings, giving the stock fresh upward catalysts and validating the post-earnings narrative. Analyst Price Target Raises
• Positive Sentiment: Record backlog and multi-year growth visibility — Management cites a record ~$51B backlog and sees 5–7% annual sales through 2030, supported by planned capacity spend (higher 2026 capex) that could convert backlog into revenue over time. MarketBeat CAT Analysis
• Positive Sentiment: Large shareholder returns narrative — Coverage highlighting the company’s strong free-cash-flow returns and sizable capital returns program can support investor sentiment. Forbes: Shareholder Returns
• Neutral Sentiment: Strategic tech partnership — ACI won a multi-year engagement to modernize Caterpillar’s digital infrastructure; operationally useful but unlikely to move near-term revenue much. ACI Partnership PR
• Neutral Sentiment: Product rollout — New compact 308CR mini-excavator announced; supports product-cycle narrative but is incremental to overall results. 308CR Mini-Excavator
• Negative Sentiment: Insider selling — Two senior insiders disclosed sizable sales (multi-million-dollar disposals), reducing their stakes. While often routine, large insider sales can weigh on sentiment if interpreted as profit-taking at lofty valuations. Insider Sale Filing

Analyst Upgrades and Downgrades

CAT has been the subject of a number of research reports. Wolfe Research boosted their price target on shares of Caterpillar from $470.00 to $670.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. Evercore ISI upped their target price on shares of Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a research report on Monday, November 17th. Morgan Stanley increased their target price on Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a research note on Tuesday. Hsbc Global Res raised Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Thursday, November 6th. Finally, Robert W. Baird set a $805.00 price objective on Caterpillar in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $679.48.

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.