Masso Torrence Wealth Management Inc. Invests $656,000 in Caterpillar Inc. $CAT

Posted by Mark Dietrich on Dec 31st, 2025

Masso Torrence Wealth Management Inc. bought a new position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 1,375 shares of the industrial products company’s stock, valued at approximately $656,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in shares of Caterpillar during the second quarter valued at approximately $2,165,899,000. Groupe la Francaise increased its stake in shares of Caterpillar by 82.0% in the second quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock worth $10,820,000 after buying an additional 12,278 shares during the last quarter. Trivium Point Advisory LLC boosted its stake in Caterpillar by 132.9% during the 2nd quarter. Trivium Point Advisory LLC now owns 1,926 shares of the industrial products company’s stock valued at $748,000 after acquiring an additional 1,099 shares during the last quarter. Union Bancaire Privee UBP SA lifted its position in shares of Caterpillar by 155.9% during the third quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock worth $21,014,000 after purchasing an additional 28,773 shares during the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in Caterpillar by 9.9% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 78,947 shares of the industrial products company’s stock valued at $26,037,000 after buying an additional 7,125 shares during the last quarter. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Caterpillar Stock Performance

Shares of CAT stock opened at $577.64 on Wednesday. The business has a 50 day simple moving average of $570.27 and a 200 day simple moving average of $481.44. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.38 and a quick ratio of 0.86. The firm has a market capitalization of $270.32 billion, a price-to-earnings ratio of 29.65, a price-to-earnings-growth ratio of 2.71 and a beta of 1.57. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $627.50.

Caterpillar (NYSE:CAT – Get Free Report) last posted its quarterly earnings data on Monday, November 3rd. The industrial products company reported $4.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.52 by $0.43. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The business had revenue of $17.64 billion during the quarter, compared to analysts’ expectations of $16.72 billion. During the same period last year, the firm posted $5.17 earnings per share. The business’s revenue was up 9.5% on a year-over-year basis. On average, equities research analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be paid a $1.51 dividend. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a yield of 1.0%. Caterpillar’s dividend payout ratio (DPR) is currently 31.01%.

Analyst Ratings Changes

A number of research firms have commented on CAT. Citigroup raised Caterpillar from a “buy” rating to a “mixed” rating in a report on Tuesday, December 16th. Jefferies Financial Group increased their target price on shares of Caterpillar from $570.00 to $700.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. UBS Group boosted their price objective on shares of Caterpillar from $506.00 to $581.00 and gave the company a “neutral” rating in a research report on Tuesday, November 4th. DA Davidson raised their target price on shares of Caterpillar from $408.00 to $569.00 and gave the stock a “neutral” rating in a report on Monday, November 3rd. Finally, Evercore ISI upped their target price on Caterpillar from $476.00 to $630.00 and gave the company an “outperform” rating in a report on Monday, November 17th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $616.00.

Check Out Our Latest Report on Caterpillar

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: AI/data‑center demand is driving a surge in generator sales, which executives and reporters say is the fastest‑growing segment and a key reason for CAT’s rally. This demand is translating into higher revenue and a re‑rating of the stock. Caterpillar’s Data Center Generators Fuel Sale Surge
Positive Sentiment: Coverage (WSJ/MSN/Newsbytes) highlights AI as the catalyst behind higher generator orders and investor enthusiasm; several outlets tie recent price strength to this secular shift away from purely construction equipment. Caterpillar’s Surging Stock Is Fueled by AI, Not Yellow Excavators
Positive Sentiment: Market recognition: CAT has become the Dow’s best performer this year, a sign that momentum and investor positioning are reinforcing the rally. (Includes analyst commentary on the move.) Caterpillar becomes the Dow’s best performer this year
Positive Sentiment: Product innovation: Caterpillar introduced a Track Clamp Master Link to simplify excavator track installation — minor revenue/aftermarket benefit but supports the company’s product pipeline and aftermarket positioning. Cat’s New Track Clamp Master Link Eases Excavator Track Installation
Neutral Sentiment: Centennial/brand pieces celebrate CAT’s 100‑year history and workforce; positive for reputation but limited direct near‑term financial impact. Celebrating 100 years and the people behind Caterpillar machines
Neutral Sentiment: Analyst/investor debate: pieces question whether the stock is too extended after a >100% rally since April; valuation and mean reversion risks are being discussed even as fundamentals improve. Is it too late to buy Caterpillar after its bullish 2025 run?
Neutral Sentiment: Reshoring theme: analysts include CAT among manufacturers that could benefit from reshoring trends into 2026, a structural tailwind for equipment demand. 3 Manufacturing Stocks to Benefit From Reshoring in 2026

Insider Activity at Caterpillar

In other news, insider Anthony D. Fassino sold 8,184 shares of the company’s stock in a transaction on Monday, November 10th. The shares were sold at an average price of $570.18, for a total value of $4,666,353.12. Following the transaction, the insider directly owned 41,512 shares of the company’s stock, valued at approximately $23,669,312.16. This represents a 16.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Lange Bob De sold 14,638 shares of the business’s stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $562.36, for a total value of $8,231,825.68. Following the completion of the sale, the insider directly owned 80,209 shares of the company’s stock, valued at approximately $45,106,333.24. The trade was a 15.43% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 61,895 shares of company stock worth $34,007,516. Insiders own 0.33% of the company’s stock.

Caterpillar Profile

(Free Report)

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.