RWA Wealth Partners LLC Acquires 18,591 Shares of Caterpillar Inc. $CAT

RWA Wealth Partners LLC grew its holdings in Caterpillar Inc. (NYSE:CAT) by 20.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 107,770 shares of the industrial products company’s stock after acquiring an additional 18,591 shares during the period. Caterpillar comprises about 0.6% of RWA Wealth Partners LLC’s investment portfolio, making the stock its 26th biggest position. RWA Wealth Partners LLC’s holdings in Caterpillar were worth $51,423,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in CAT. Norges Bank bought a new position in Caterpillar during the second quarter valued at approximately $2,165,899,000. Illinois Municipal Retirement Fund raised its holdings in shares of Caterpillar by 7.3% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 17,262 shares of the industrial products company’s stock worth $8,237,000 after acquiring an additional 1,181 shares in the last quarter. Groupe la Francaise boosted its position in shares of Caterpillar by 82.0% during the 2nd quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock valued at $10,820,000 after acquiring an additional 12,278 shares during the last quarter. Union Bancaire Privee UBP SA boosted its position in shares of Caterpillar by 155.9% during the 3rd quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock valued at $21,014,000 after acquiring an additional 28,773 shares during the last quarter. Finally, Caprock Group LLC purchased a new position in shares of Caterpillar in the third quarter valued at $8,893,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have commented on CAT. Rothschild & Co Redburn increased their price objective on shares of Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research report on Wednesday, February 4th. Robert W. Baird set a $805.00 target price on shares of Caterpillar in a research report on Friday, January 30th. JPMorgan Chase & Co. increased their price target on shares of Caterpillar from $740.00 to $765.00 and gave the company an “overweight” rating in a report on Friday, January 30th. Raymond James Financial reissued a “market perform” rating on shares of Caterpillar in a research note on Wednesday, January 7th. Finally, Wall Street Zen downgraded Caterpillar from a “buy” rating to a “hold” rating in a research report on Saturday. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $702.95.

Insider Buying and Selling at Caterpillar

In other news, insider Rodney Michael Shurman sold 2,278 shares of the firm’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the transaction, the insider owned 1,443 shares in the company, valued at approximately $1,096,117.23. This trade represents a 61.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Denise C. Johnson sold 39,138 shares of Caterpillar stock in a transaction dated Monday, February 2nd. The shares were 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 $29,524,818. The trade was a 47.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 143,450 shares of company stock worth $98,245,065. Insiders own 0.33% of the company’s stock.

Caterpillar Trading Up 1.5%

Shares of CAT opened at $768.20 on Wednesday. The firm has a market capitalization of $357.43 billion, a price-to-earnings ratio of 40.82, a PEG ratio of 1.79 and a beta of 1.58. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. Caterpillar Inc. has a 1-year low of $267.30 and a 1-year high of $789.81. The company has a 50-day moving average of $656.64 and a 200 day moving average of $558.44.

Caterpillar (NYSE:CAT) last issued its 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. The business 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%. The company’s quarterly revenue was up 17.9% compared to the same quarter last year. During the same period last year, the company posted $5.14 earnings per share. On average, research analysts expect that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th were issued a $1.51 dividend. This represents a $6.04 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Tuesday, January 20th. Caterpillar’s dividend payout ratio is currently 32.09%.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for CAT, indicating analysts are modeling stronger profit growth which can support higher share valuations. Caterpillar FY2026 EPS Estimate Lifted by Erste Group Bank
• Positive Sentiment: Zacks highlights Caterpillar’s earnings growth and price strength, reinforcing investor interest on momentum and fundamentals after recent quarterly beats. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Positive Sentiment: Caterpillar Venture Capital (a CAT subsidiary) backed ElevenEs’ Series B first closing — a strategic venture investment that signals Caterpillar is allocating capital to adjacent technology/commodity trading innovations that could support long‑term growth. ElevenEs held 1st Closing of its Series B Investment Round Backed by Caterpillar Venture Capital Inc.
• Neutral Sentiment: Benzinga’s roundup of analyst expectations summarizes mixed forward views — analysts are bullish on machinery demand but note cyclicality and exposure to commodity cycles (useful context but not an immediate catalyst). Analyst Expectations For Caterpillar’s Future
• Neutral Sentiment: A Yahoo Finance piece assesses CAT’s valuation after strong short‑ and long‑term gains — it reminds investors that the stock now trades at a premium (PE ~39.7), raising sensitivity to any slowdown in orders or margins. Assessing Caterpillar (CAT) Valuation After Powerful Short And Long Term Share Price Gains

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.