Caterpillar Inc. $CAT Stock Holdings Increased by HF Advisory Group LLC

HF Advisory Group LLC raised its position in shares of Caterpillar Inc. (NYSE:CAT) by 703.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 5,770 shares of the industrial products company’s stock after purchasing an additional 5,052 shares during the quarter. HF Advisory Group LLC’s holdings in Caterpillar were worth $3,305,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the company. Bay Capital Advisors LLC raised its position in shares of Caterpillar by 12.9% during the 4th quarter. Bay Capital Advisors LLC now owns 1,274 shares of the industrial products company’s stock valued at $730,000 after acquiring an additional 146 shares in the last quarter. Ellsworth Advisors LLC boosted its holdings in Caterpillar by 3.1% in the fourth quarter. Ellsworth Advisors LLC now owns 854 shares of the industrial products company’s stock worth $489,000 after purchasing an additional 26 shares during the period. Blue Trust Inc. increased its stake in Caterpillar by 10.2% during the fourth quarter. Blue Trust Inc. now owns 25,869 shares of the industrial products company’s stock valued at $14,820,000 after purchasing an additional 2,402 shares during the last quarter. Applied Capital LLC bought a new position in shares of Caterpillar in the 4th quarter worth about $201,000. Finally, Banque Pictet & Cie SA acquired a new position in shares of Caterpillar in the 4th quarter valued at about $229,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Insider Activity at Caterpillar

In related news, insider Denise C. Johnson sold 39,138 shares of the company’s 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. This represents a 47.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Lange Bob De sold 22,656 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the completion of the transaction, the insider owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This represents a 22.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 125,950 shares of company stock worth $88,577,390 in the last ninety days. 0.33% of the stock is currently owned by corporate insiders.

Caterpillar Price Performance

Shares of NYSE:CAT opened at $730.55 on Thursday. The firm’s 50 day moving average is $712.35 and its two-hundred day moving average is $610.15. The firm has a market capitalization of $339.92 billion, a P/E ratio of 38.82, a PEG ratio of 1.67 and a beta of 1.52. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $789.81.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The business had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. During the same period in the previous year, the firm posted $5.14 earnings per share. The business’s revenue was up 17.9% on a year-over-year basis. Analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Analyst Upgrades and Downgrades

CAT has been the topic of several research reports. Jefferies Financial Group increased their price objective on shares of Caterpillar from $785.00 to $825.00 and gave the stock a “buy” rating in a research note on Friday, March 6th. Wells Fargo & Company upped their target price on Caterpillar from $756.00 to $870.00 and gave the company an “overweight” rating in a report on Wednesday, February 25th. Weiss Ratings reiterated a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. Barclays boosted their price objective on Caterpillar from $625.00 to $700.00 and gave the company an “equal weight” rating in a research report on Tuesday. Finally, Daiwa Securities Group upped their price objective on Caterpillar from $640.00 to $790.00 in a research note on Wednesday, February 25th. Sixteen 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. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $737.55.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Macro tailwind — de‑escalation hopes around the Iran conflict have driven a market rally that boosted industrial cyclicals, with Caterpillar named among the stocks helping lead Dow gains. The Iran War FOMO Trade Is Sending Stocks Surging
• Positive Sentiment: Analyst upgrade — Wolfe Research raised its price target to $750 and maintained an Outperform rating, providing a near‑term bullish signal and supporting investor sentiment. Wolfe Research adjusts PT on Caterpillar to $750
• Positive Sentiment: Technical breakout — CAT has climbed above its 50‑day simple moving average, which traders often view as a near‑term bullish trigger backed by recent record revenues and a large backlog. Caterpillar Climbs Above 50-Day SMA
• Neutral Sentiment: Mixed analyst views — Barclays raised its target to $700 but kept an Equal Weight rating, signaling the stock may have limited upside from current levels despite higher targets. Barclays adjusts Caterpillar price target to $700
• Neutral Sentiment: Tax-law effect — Recent U.S. tax changes reduce Caterpillar’s federal cash tax payments (improving near‑term cash flow) but raise its book tax rate and complicate comparability of reported earnings. This is supportive for cash generation but muddy for EPS guidance. Caterpillar Tax Shift Boosts Cash While Clouding Earnings Picture
• Neutral Sentiment: Investor attention & fundamentals — Media pieces highlight strong revenue growth and a ~$50B backlog that underpin demand, keeping CAT on buy lists despite mixed margin trends. Caterpillar Inc. is Attracting Investor Attention
• Negative Sentiment: Insider selling and margin pressure — Aggregated filings show heavy insider sales in recent months and analysts flag operating‑margin compression from tariffs and costs, which could limit upside if profitability doesn’t stabilize. Caterpillar Inc. Stock Opinions on Quarterly Earnings

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.