Geneos Wealth Management Inc. Acquires 2,572 Shares of Caterpillar Inc. $CAT

Geneos Wealth Management Inc. boosted its holdings in Caterpillar Inc. (NYSE:CAT) by 18.8% in the 4th quarter, HoldingsChannel reports. The firm owned 16,261 shares of the industrial products company’s stock after purchasing an additional 2,572 shares during the quarter. Geneos Wealth Management Inc.’s holdings in Caterpillar were worth $9,316,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in CAT. Pacific Point Advisors LLC bought a new position in Caterpillar in the 4th quarter worth approximately $579,000. Brighton Jones LLC boosted its stake in Caterpillar by 51.5% in the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after purchasing an additional 2,519 shares during the period. United Bank boosted its stake in Caterpillar by 108.5% in the 2nd quarter. United Bank now owns 4,083 shares of the industrial products company’s stock worth $1,585,000 after purchasing an additional 2,125 shares during the period. Schnieders Capital Management LLC. boosted its stake in Caterpillar by 3.9% in the 2nd 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 period. Finally, Alliancebernstein L.P. boosted its stake in Caterpillar by 6.5% in the 2nd quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company’s stock worth $222,120,000 after purchasing an additional 34,846 shares during the period. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Stock Up 3.3%

Shares of CAT opened at $835.53 on Friday. The company has a market cap of $388.76 billion, a PE ratio of 44.40, a P/E/G ratio of 1.90 and a beta of 1.52. The business has a fifty day moving average of $739.78 and a 200 day moving average of $643.21. Caterpillar Inc. has a 52-week low of $297.07 and a 52-week high of $845.27. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. The company had revenue of $19.13 billion during 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%.Caterpillar’s revenue was up 17.9% on a year-over-year basis. During the same period last year, the company earned $5.14 earnings per share. On average, sell-side analysts expect that Caterpillar Inc. will post 22.88 EPS for the current year.

Caterpillar Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Monday, April 20th will be given a $1.51 dividend. The ex-dividend date is Monday, April 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.7%. Caterpillar’s dividend payout ratio (DPR) is currently 32.09%.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Robert W. Baird raised its price target to $940 and kept an “outperform” rating, giving an explicit upside thesis that likely supported buying interest. Baird Adjusts Price Target on Caterpillar
• Positive Sentiment: Coverage framing Caterpillar as an unexpected AI/data-center and automation play is boosting the growth narrative beyond traditional construction/machinery demand. That thematic re-rating is supporting higher multiples. More Than Just Dirt: Caterpillar Is the AI Stock
• Positive Sentiment: Several analyst notes and outlets reiterate expectation for continued earnings growth and a likely beat in upcoming results, reinforcing investor confidence in near-term fundamentals. Caterpillar Earnings Expected to Grow
• Positive Sentiment: Broker and analyst optimism beyond one note: other outlets discuss bullish price targets and forecasts (speculative $1,000 scenarios), adding momentum from retail and momentum-focused funds. Is Caterpillar Stock Headed for $1,000?
• Positive Sentiment: Caterpillar reiterated its dividend and named a longtime executive as CFO — actions that reduce governance uncertainty and support shareholder-value narratives. Caterpillar Names New CFO
• Neutral Sentiment: Morgan Stanley nudged its price target to $430 but maintained an Underweight rating and flagged macro risks to earnings — a mixed signal that tempers some of the bullish momentum. Morgan Stanley Ups Caterpillar Target
• Neutral Sentiment: Market write-ups noting the recent intraday/short-term moves and questioning whether it’s “too late” highlight valuation and momentum risk—important context for risk-aware investors. Caterpillar Stock Moves
• Negative Sentiment: Critical pieces outline reasons to avoid CAT after a big run (valuation, mean-reversion risk, and concentrated upside already priced in), which could pressure sentiment if investors rotate out. 3 Reasons to Avoid CAT

Insider Buying and Selling

In related news, CAO William E. Schaupp sold 972 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total value of $742,802.40. Following the completion of the sale, the chief accounting officer directly owned 824 shares in the company, valued at $629,700.80. This trade represents a 54.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Lange Bob De sold 22,656 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $720.11, for a total value of $16,314,812.16. Following the completion of the sale, the insider owned 79,953 shares of the company’s stock, valued at approximately $57,574,954.83. This represents a 22.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 125,950 shares of company stock valued at $88,577,390 over the last 90 days. 0.33% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on CAT shares. Argus increased their target price on Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Morgan Stanley increased their target price on Caterpillar from $425.00 to $430.00 and gave the company an “underweight” rating in a research report on Wednesday, April 15th. Robert W. Baird increased their target price on Caterpillar from $805.00 to $940.00 and gave the company an “outperform” rating in a research report on Wednesday. Wells Fargo & Company increased their target price on Caterpillar from $870.00 to $960.00 and gave the company an “overweight” rating in a research report on Tuesday. Finally, Williams Trading set a $825.00 target price on Caterpillar in a research report on Tuesday, March 10th. Sixteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Caterpillar presently has a consensus rating of “Moderate Buy” and a consensus price target of $767.77.

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.