Caterpillar Inc. $CAT Position Boosted by Stratos Wealth Partners LTD.

Stratos Wealth Partners LTD. increased its holdings in Caterpillar Inc. (NYSE:CAT) by 32.8% during the third quarter, Holdings Channel reports. The firm owned 22,897 shares of the industrial products company’s stock after purchasing an additional 5,650 shares during the period. Stratos Wealth Partners LTD.’s holdings in Caterpillar were worth $10,925,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in CAT. WealthShield Partners LLC lifted its position in shares of Caterpillar by 1.6% during the 3rd quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company’s stock valued at $535,000 after acquiring an additional 18 shares during the last quarter. one8zero8 LLC boosted its position in shares of Caterpillar by 3.2% in the 3rd quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock valued at $295,000 after purchasing an additional 19 shares during the period. Abacus Planning Group Inc. raised its holdings in Caterpillar by 0.6% during the 3rd quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock worth $1,534,000 after buying an additional 20 shares during the period. Cyr Financial Inc. boosted its holdings in shares of Caterpillar by 2.5% in the third quarter. Cyr Financial Inc. now owns 811 shares of the industrial products company’s stock worth $387,000 after buying an additional 20 shares during the period. Finally, Coastwise Capital Group LLC raised its holdings in shares of Caterpillar by 1.8% during the third quarter. Coastwise Capital Group LLC now owns 1,168 shares of the industrial products company’s stock valued at $557,000 after acquiring an additional 21 shares during the period. 70.98% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the stock. Morgan Stanley lifted their price objective on shares of Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a research report on Tuesday, February 3rd. Wolfe Research upped their price target on Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a research report on Friday, January 2nd. UBS Group reissued a “neutral” rating and issued a $677.00 price objective on shares of Caterpillar in a research note on Monday, February 2nd. Wells Fargo & Company upped their target price on Caterpillar from $702.00 to $756.00 and gave the company an “overweight” rating in a report on Friday, January 30th. Finally, CICC Research began coverage on shares of Caterpillar in a report on Friday, February 6th. They set an “outperform” rating for the company. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $702.95.

Insider Buying and Selling

In other news, CFO Andrew R. J. Bonfield sold 10,000 shares of the stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total transaction of $5,750,600.00. Following the transaction, the chief financial officer owned 45,460 shares of the company’s stock, valued at approximately $26,142,227.60. This represents a 18.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Denise C. Johnson sold 39,138 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $681.08, for a total value of $26,656,109.04. Following the completion of the sale, the insider owned 43,350 shares of the company’s stock, valued at approximately $29,524,818. This trade represents a 47.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 130,545 shares of company stock worth $88,294,733. Insiders own 0.33% of the company’s stock.

Caterpillar Price Performance

Shares of CAT opened at $774.01 on Thursday. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. The firm has a market cap of $362.22 billion, a PE ratio of 41.13, a PEG ratio of 1.76 and a beta of 1.58. The firm’s 50 day moving average price is $627.47 and its 200 day moving average price is $536.53. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $775.54.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate of $4.67 by $0.49. The company had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. Caterpillar’s quarterly revenue was up 17.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $5.14 EPS. As a group, research analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be issued a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is 32.09%.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bank of America raised its price target on Caterpillar to $825 and reiterated a buy rating, signaling stronger analyst confidence that supports further upside. Read More.
• Positive Sentiment: Argus increased its price target to $820 (from $625) and kept a buy rating — another independent upgrade that reinforces bullish sentiment and helped push CAT to fresh highs. Read More.
• Positive Sentiment: Analyst upgrade commentary has driven CAT to a new one-year high, reflecting momentum from multiple broker upgrades and earnings that beat expectations. Read More.
• Positive Sentiment: Multiple stories highlight Caterpillar as an unexpected AI beneficiary — AI-enabled equipment, telematics and productivity software are reframing its growth story and supporting higher valuation multiples. Read More. Read More.
• Positive Sentiment: Caterpillar reported strong top-line momentum (EquipmentWorld: 18% rise in Q4 revenue), which underpins the upgrades and the bullish analyst tone. Read More.
• Positive Sentiment: Industry coverage cites CAT as well positioned to benefit from large infrastructure markets (e.g., India), adding a structural demand backdrop to near-term catalysts. Read More.
• Neutral Sentiment: Institutional activity: Allegheny Financial Group modestly increased its stake, a small buy-side vote but not a large position shift. Read More.
• Neutral Sentiment: Investor relations activity: CFO Andrew Bonfield will appear at the Barclays Industrial Select Conference next week — an opportunity for management to reinforce the outlook but not an immediate earnings update. Read More.
• Negative Sentiment: Insider selling: Executives Lange Bob De S. and Anthony Fassino reported stock sales (collectively ~28,689 shares), which can temper sentiment even if not large relative to overall float. Read More. Read More.
• Negative Sentiment: Cost pressure: coverage notes higher tariff costs alongside revenue growth, which could compress margins if tariffs persist or escalate. Read More.

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.