SS&H Financial Advisors Inc. Acquires 1,000 Shares of Caterpillar Inc. $CAT

SS&H Financial Advisors Inc. grew its stake in shares of Caterpillar Inc. (NYSE:CAT) by 28.4% during the fourth quarter, Holdings Channel reports. The institutional investor owned 4,525 shares of the industrial products company’s stock after purchasing an additional 1,000 shares during the quarter. SS&H Financial Advisors Inc.’s holdings in Caterpillar were worth $2,592,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Pacific Point Advisors LLC bought a new position in Caterpillar during the 4th quarter worth approximately $579,000. Brighton Jones LLC lifted its position in Caterpillar by 51.5% in the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock valued at $2,688,000 after purchasing an additional 2,519 shares during the last quarter. United Bank boosted its stake in shares of Caterpillar by 108.5% during the second quarter. United Bank now owns 4,083 shares of the industrial products company’s stock valued at $1,585,000 after purchasing an additional 2,125 shares during the period. Schnieders Capital Management LLC. grew its holdings in shares of Caterpillar by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock worth $3,551,000 after purchasing an additional 347 shares during the last quarter. Finally, Kilter Group LLC bought a new position in shares of Caterpillar in the second quarter worth approximately $27,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on CAT shares. Sanford C. Bernstein reiterated a “market perform” rating and set a $678.00 price target on shares of Caterpillar in a report on Friday, January 30th. Williams Trading set a $825.00 price objective on shares of Caterpillar in a research report on Tuesday, March 10th. Citigroup upped their price objective on shares of Caterpillar from $760.00 to $785.00 and gave the company a “buy” rating in a research note on Monday, March 9th. DA Davidson raised their target price on Caterpillar from $569.00 to $650.00 and gave the stock a “neutral” rating in a research note on Monday, February 2nd. Finally, Barclays boosted their price target on Caterpillar from $625.00 to $700.00 and gave the company an “equal weight” rating in a report on Tuesday. Sixteen equities 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. According to data from MarketBeat.com, Caterpillar has an average rating of “Moderate Buy” and a consensus price target of $737.55.

Caterpillar Price Performance

CAT stock opened at $717.23 on Friday. 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 50 day moving average price of $715.54 and a 200-day moving average price of $612.85. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $789.81. The firm has a market capitalization of $333.72 billion, a price-to-earnings ratio of 38.11, a PEG ratio of 1.69 and a beta of 1.52.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share 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 the consensus estimate of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm’s quarterly revenue was up 17.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $5.14 EPS. Equities research analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple forward-quarter and full-year EPS forecasts for CAT (including FY2026–FY2028 and several quarterly uplifts), pushing multi-year earnings power higher and supporting a more bullish outlook from analysts. (Zacks research note)
• Positive Sentiment: Analyst price-target increases and an upgrade have driven buying interest—separate notes lifted CAT targets to $700 and $750 and an upgrade sent the stock up intraday. Caterpillar (NYSE:CAT) Price Target Raised to $700.00 Caterpillar (NYSE:CAT) Price Target Raised to $750.00 Caterpillar (NYSE:CAT) Trading Up 3.1% After Analyst Upgrade
• Positive Sentiment: Local manufacturing expansion: Caterpillar plans to add ~200 jobs at its Victoria, Texas facility — signals ongoing demand for equipment and incremental capacity investment. Caterpillar to add 200 jobs at Victoria facility even as manufacturing activity across Texas slows
• Neutral Sentiment: C-suite governance change: CEO Joe Creed has taken on the additional role of board chairman following Jim Umpleby’s retirement — typically neutral but worth watching for any strategic shifts. Caterpillar CEO Joe Creed takes over added role as board chairman
• Neutral Sentiment: Macro tailwind: Geopolitical-driven market flows (the “Iran war FOMO” trade) have boosted industrial names including Caterpillar as investors rotate into defense- and infrastructure-exposed stocks. The Iran War FOMO Trade Is Sending Stocks Surging
• Negative Sentiment: Regulatory/supply-chain risk: U.S. senators have launched a review of heavy-equipment imports from Mexico that could lead to tariffs or restrictions affecting cross-border parts and finished goods — a potential headwind for Caterpillar’s Mexico-linked manufacturing footprint. Caterpillar Faces Mexico Import Review As Supply Chain Risks Resurface

Insider Transactions at Caterpillar

In other news, insider Anthony D. Fassino sold 7,891 shares of the firm’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $776.90, for a total transaction of $6,130,517.90. Following the completion of the transaction, the insider directly owned 46,643 shares in the company, valued at $36,236,946.70. This trade represents a 14.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Joseph E. Creed sold 2,500 shares of the company’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the completion of the transaction, the chief executive officer owned 35,083 shares in the company, valued at approximately $25,222,221.19. The trade was a 6.65% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 125,950 shares of company stock valued at $88,577,390. 0.33% of the stock is currently owned by corporate insiders.

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.