Savvy Advisors Inc. Grows Holdings in Caterpillar Inc. $CAT

Savvy Advisors Inc. boosted its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 17.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,014 shares of the industrial products company’s stock after acquiring an additional 909 shares during the period. Savvy Advisors Inc.’s holdings in Caterpillar were worth $2,870,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Kilter Group LLC bought a new stake in shares of Caterpillar in the 2nd quarter worth approximately $27,000. Mid American Wealth Advisory Group Inc. bought a new position in Caterpillar during the 2nd quarter valued at approximately $28,000. Marquette Asset Management LLC raised its stake in Caterpillar by 1,060.0% during the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after buying an additional 53 shares during the last quarter. RiverPark Advisors LLC bought a new stake in Caterpillar in the second quarter worth $32,000. Finally, Joseph Group Capital Management purchased a new stake in shares of Caterpillar in the third quarter worth $32,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Transactions at Caterpillar

In related news, CFO Andrew R. J. Bonfield sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total value of $5,750,600.00. Following the transaction, the chief financial officer owned 45,460 shares of the company’s stock, valued at approximately $26,142,227.60. This trade represents a 18.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Denise C. Johnson sold 39,138 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the sale, the insider directly owned 43,350 shares of the company’s stock, valued at approximately $29,524,818. The trade was a 47.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 130,545 shares of company stock worth $88,294,733 in the last ninety days. Insiders own 0.33% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on CAT. Evercore lifted their price target on Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a research report on Monday, November 17th. Argus raised their price objective on shares of Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a research note on Wednesday. Sanford C. Bernstein reiterated a “market perform” rating and issued a $678.00 target price on shares of Caterpillar in a research note on Friday, January 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of Caterpillar in a report on Monday, December 29th. Finally, Jefferies Financial Group boosted their price objective on shares of Caterpillar from $700.00 to $750.00 and gave the stock a “buy” rating in a report on Tuesday, January 27th. Sixteen investment 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’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $702.95.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bank of America raised its price target on Caterpillar to $825 and reiterated a buy rating, signaling stronger analyst confidence that supports further upside. Read More.
• Positive Sentiment: Argus increased its price target to $820 (from $625) and kept a buy rating — another independent upgrade that reinforces bullish sentiment and helped push CAT to fresh highs. Read More.
• Positive Sentiment: Analyst upgrade commentary has driven CAT to a new one-year high, reflecting momentum from multiple broker upgrades and earnings that beat expectations. Read More.
• Positive Sentiment: Multiple stories highlight Caterpillar as an unexpected AI beneficiary — AI-enabled equipment, telematics and productivity software are reframing its growth story and supporting higher valuation multiples. Read More. Read More.
• Positive Sentiment: Caterpillar reported strong top-line momentum (EquipmentWorld: 18% rise in Q4 revenue), which underpins the upgrades and the bullish analyst tone. Read More.
• Positive Sentiment: Industry coverage cites CAT as well positioned to benefit from large infrastructure markets (e.g., India), adding a structural demand backdrop to near-term catalysts. Read More.
• Neutral Sentiment: Institutional activity: Allegheny Financial Group modestly increased its stake, a small buy-side vote but not a large position shift. Read More.
• Neutral Sentiment: Investor relations activity: CFO Andrew Bonfield will appear at the Barclays Industrial Select Conference next week — an opportunity for management to reinforce the outlook but not an immediate earnings update. Read More.
• Negative Sentiment: Insider selling: Executives Lange Bob De S. and Anthony Fassino reported stock sales (collectively ~28,689 shares), which can temper sentiment even if not large relative to overall float. Read More. Read More.
• Negative Sentiment: Cost pressure: coverage notes higher tariff costs alongside revenue growth, which could compress margins if tariffs persist or escalate. Read More.

Caterpillar Stock Performance

Shares of CAT stock opened at $774.01 on Thursday. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The company has a 50 day moving average price of $627.47 and a 200-day moving average price of $536.53. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $775.54. The firm has a market capitalization of $362.22 billion, a PE ratio of 41.13, a P/E/G ratio of 1.76 and a beta of 1.58.

Caterpillar (NYSE:CAT) last issued its earnings results 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. The company had revenue of $19.13 billion for the quarter, compared to analysts’ expectations of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The firm’s quarterly revenue was up 17.9% on a year-over-year basis. During the same quarter last year, the company posted $5.14 earnings per share. As a group, equities research analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

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 given a dividend of $1.51 per share. This represents a $6.04 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s dividend payout ratio is 32.09%.

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.