Cambient Family Office LLC Acquires Shares of 2,580 Caterpillar Inc. $CAT

Cambient Family Office LLC acquired a new stake in shares of Caterpillar Inc. (NYSE:CAT) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 2,580 shares of the industrial products company’s stock, valued at approximately $1,478,000.

Several other hedge funds have also recently modified their holdings of the stock. Vanguard Group Inc. lifted its stake in Caterpillar by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock worth $26,572,681,000 after purchasing an additional 442,164 shares in the last quarter. State Street Corp grew its position in shares of Caterpillar by 1.1% during the fourth quarter. State Street Corp now owns 35,388,550 shares of the industrial products company’s stock valued at $20,273,039,000 after purchasing an additional 385,204 shares in the last quarter. Geode Capital Management LLC grew its position in shares of Caterpillar by 0.9% during the fourth quarter. Geode Capital Management LLC now owns 10,610,182 shares of the industrial products company’s stock valued at $6,072,572,000 after purchasing an additional 94,524 shares in the last quarter. Fisher Asset Management LLC increased its holdings in shares of Caterpillar by 0.6% in the fourth quarter. Fisher Asset Management LLC now owns 9,493,266 shares of the industrial products company’s stock worth $5,438,408,000 after purchasing an additional 54,069 shares during the last quarter. Finally, Bank of America Corp DE lifted its position in shares of Caterpillar by 16.0% in the fourth quarter. Bank of America Corp DE now owns 6,738,802 shares of the industrial products company’s stock worth $3,860,457,000 after buying an additional 928,974 shares in the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, insider Anthony D. Fassino sold 16,283 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the transaction, the insider owned 46,041 shares in the company, valued at $42,210,388.80. The trade was a 26.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Lange Bob De sold 24,222 shares of the stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the completion of the sale, the insider directly owned 86,029 shares in the company, valued at approximately $79,397,884.68. This represents a 21.97% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 95,773 shares of company stock valued at $87,642,635. Insiders own 0.33% of the company’s stock.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: JPMorgan raised its price target on Caterpillar to $1,165 from $1,125 and reiterated an overweight rating, reinforcing a bullish analyst outlook for the stock.
• Positive Sentiment: Analysts currently view Caterpillar as a “Moderate Buy,” suggesting Wall Street remains constructive on the company’s earnings and growth prospects.
• Positive Sentiment: Several writeups highlight Caterpillar as a blue-chip name benefiting from strong market momentum, with the stock featured among top industrial and Dow stocks to watch.
• Positive Sentiment: Investor interest is also being supported by Caterpillar’s recent dividend hike, which signals confidence in cash flow and capital returns.
• Positive Sentiment: Commentary around Caterpillar’s growing power generation business and its exposure to AI data-center infrastructure is improving the long-term growth story. Article: Caterpillar (CAT) Is Recasting Its Growth Story With A $63 Billion AI Backlog
• Neutral Sentiment: Some articles are simply repeating recent market strength and record-high Dow leadership, which supports sentiment but does not add new company-specific information.
• Negative Sentiment: One article references a legal/political dispute over the SEC’s Consolidated Audit Trail, but this appears to concern the CAT data system rather than Caterpillar Inc., so it is not a meaningful fundamental driver for the stock.

Analyst Ratings Changes

CAT has been the subject of several research analyst reports. Morgan Stanley set a $915.00 price target on Caterpillar and gave the company an “equal weight” rating in a report on Friday, May 1st. Wolfe Research increased their target price on Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research report on Tuesday, March 31st. HSBC raised their target price on shares of Caterpillar from $850.00 to $1,100.00 in a report on Tuesday, May 5th. Jefferies Financial Group boosted their price target on shares of Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Finally, Williams Trading set a $825.00 price target on shares of Caterpillar in a research note on Tuesday, March 10th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $935.09.

Caterpillar Trading Up 3.3%

Shares of CAT stock opened at $987.79 on Friday. The company has a market cap of $454.97 billion, a PE ratio of 49.17, a price-to-earnings-growth ratio of 1.89 and a beta of 1.59. Caterpillar Inc. has a 1 year low of $357.73 and a 1 year high of $994.49. The stock’s 50 day simple moving average is $870.74 and its two-hundred day simple moving average is $738.63. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81.

Caterpillar (NYSE:CAT) last announced its earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The firm had revenue of $17.41 billion during the quarter, compared to analysts’ expectations of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company’s quarterly revenue was up 22.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.25 EPS. Research analysts predict that Caterpillar Inc. will post 24.62 earnings per share for the current year.

Caterpillar Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be paid a dividend of $1.63 per share. The ex-dividend date of this dividend is Monday, July 20th. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a yield of 0.7%. Caterpillar’s payout ratio is presently 30.06%.

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.