WJ Financial Advisors LLC Purchases New Position in Caterpillar Inc. $CAT

WJ Financial Advisors LLC bought a new stake in shares of Caterpillar Inc. (NYSE:CAT) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,387 shares of the industrial products company’s stock, valued at approximately $662,000.

Several other large investors have also added to or reduced their stakes in CAT. Kilter Group LLC bought a new position in shares of Caterpillar in the 2nd quarter worth approximately $27,000. Mid American Wealth Advisory Group Inc. purchased a new stake in Caterpillar during the second quarter valued at $28,000. Marquette Asset Management LLC grew its position in shares of Caterpillar by 1,060.0% during the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 53 shares during the period. RiverPark Advisors LLC purchased a new position in Caterpillar during the second quarter valued at approximately $32,000. Finally, Joseph Group Capital Management purchased a new stake in Caterpillar in the 3rd quarter worth $32,000. Institutional investors own 70.98% of the company’s stock.

Caterpillar Stock Up 2.1%

CAT stock opened at $774.37 on Friday. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The firm has a 50 day moving average of $634.09 and a 200 day moving average of $540.45. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $789.81. The stock has a market capitalization of $362.39 billion, a PE ratio of 41.15, a price-to-earnings-growth ratio of 1.79 and a beta of 1.58.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping 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 company had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. During the same quarter in the previous year, the firm posted $5.14 EPS. The firm’s revenue was up 17.9% compared to the same quarter last year. Sell-side analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Announces Dividend

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

Analyst Ratings Changes

Several equities analysts have recently commented on the stock. CICC Research began coverage on shares of Caterpillar in a report on Friday, February 6th. They issued an “outperform” rating on the stock. Wells Fargo & Company raised their price target on Caterpillar from $702.00 to $756.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Weiss Ratings reissued a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Morgan Stanley boosted their price objective on Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a report on Tuesday, February 3rd. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and set a $678.00 target price on shares of Caterpillar in a research report on Friday, January 30th. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $702.95.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: AI/data-center demand — Reports note that AI-driven capital expenditures (hyperscaler data-center construction and mining electrification) are boosting demand for large construction and mining equipment, a structural tailwind for Caterpillar’s sales and backlog. Caterpillar Rides AI Data Center Boom With Priced In Expectations
• Positive Sentiment: Analyst upgrades and price-target lift — Bank of America raised its price target (and an upgrade triggered a new 1‑year high mention), adding buy-side momentum and validating higher valuations for CAT. Bank of America Raises Caterpillar (NYSE:CAT) Price Target to $825.00
• Positive Sentiment: Upgraded earnings estimates — Zacks refreshed its model, raising Q1 and multi‑year EPS forecasts for CAT (FY2026–FY2028), which supports higher forward earnings multiples and gives investors conviction about near‑term profitability. The Zacks Analyst Alphabet, Caterpillar,T-Mobile US and Onfolio
• Positive Sentiment: Market leadership / headline performance — Coverage and headlines highlight CAT as a top contributor to the Dow’s gains, which can attract momentum flows and index-related buying. Why Caterpillar’s Stock Is Benefiting From the AI Boom
• Neutral Sentiment: Macro data mixed — Recent reports show stronger January jobs but downward revisions to 2025 job growth and lingering inflation above 2%. That creates uncertainty around Fed policy; durable capex demand can offset tighter monetary risk, but macro backdrop remains a cross‑current. Wall Street Roundup: Economic Data, Earnings Updates
• Neutral Sentiment: Broad market momentum — Commentary about the Dow passing 50,000 and an AI‑led bull market supports risk appetite broadly, which benefits cyclical industrials like CAT but may also price in further outperformance. Dow 50,000 Shows This AI-Led Bull Market Has Plenty Of Room To Run
• Negative Sentiment: Valuation/“priced-in” concerns and stock-specific risks — Some coverage warns that much of the AI benefit is already reflected in CAT’s share price and flags potential red flags (valuation, execution risk, or reliance on cyclical capex), which could amplify pullbacks if growth disappoints. Watch Out For These Red Flags In CAT Stock

Insider Buying and Selling

In other Caterpillar news, insider Anthony D. Fassino sold 6,033 shares of Caterpillar stock in a transaction on Friday, February 6th. The shares were sold at an average price of $722.15, for a total value of $4,356,730.95. Following the completion of the transaction, the insider owned 41,151 shares of the company’s stock, valued at approximately $29,717,194.65. The trade was a 12.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Lange Bob De sold 22,656 shares of the stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the sale, the insider directly owned 79,953 shares in the company, valued at approximately $57,574,954.83. The trade was a 22.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 130,545 shares of company stock worth $88,294,733. 0.33% of the stock is currently owned by company insiders.

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.