Alpha Wealth Funds LLC Purchases New Stake in Caterpillar Inc. $CAT

Alpha Wealth Funds LLC acquired a new position in shares of Caterpillar Inc. (NYSE:CAT) during the third quarter, HoldingsChannel.com reports. The firm acquired 1,000 shares of the industrial products company’s stock, valued at approximately $477,000. Caterpillar makes up approximately 0.3% of Alpha Wealth Funds LLC’s portfolio, making the stock its 27th biggest holding.

Several other large investors also recently added to or reduced their stakes in CAT. Farther Finance Advisors LLC boosted its position in shares of Caterpillar by 48.6% during the 3rd quarter. Farther Finance Advisors LLC now owns 19,084 shares of the industrial products company’s stock valued at $9,106,000 after acquiring an additional 6,242 shares during the last quarter. TL Private Wealth purchased a new position in Caterpillar during the third quarter worth about $202,000. Parcion Private Wealth LLC boosted its holdings in Caterpillar by 0.6% in the 3rd quarter. Parcion Private Wealth LLC now owns 20,265 shares of the industrial products company’s stock valued at $9,669,000 after purchasing an additional 115 shares during the last quarter. Precedent Wealth Partners LLC grew its stake in shares of Caterpillar by 8.1% in the 3rd quarter. Precedent Wealth Partners LLC now owns 4,470 shares of the industrial products company’s stock valued at $2,133,000 after buying an additional 334 shares during the period. Finally, Elevation Wealth Partners LLC increased its holdings in shares of Caterpillar by 26.2% during the 3rd quarter. Elevation Wealth Partners LLC now owns 130 shares of the industrial products company’s stock worth $62,000 after buying an additional 27 shares during the last quarter. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Key Stores Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar has outperformed many tech-heavy names in 2025, driven by strong demand and earnings momentum — analysts and commentators say the company still has upside potential. How Caterpillar Crushed the Magnificent 7 in 2025 — And It’s Not Done Yet!
• Positive Sentiment: Wall Street remains constructive: Citi recently raised its CAT price target to $690 (from $670) and reiterated a Buy rating, reflecting confidence in the machinery cycle and dividend appeal. That analyst backing is supporting the rally. Wall Street Firms Bullish on Caterpillar Inc. (CAT) on Industry Outlook amid Dividend Offering
• Neutral Sentiment: Some commentators ask whether the stock’s roughly 60% YTD rally leaves less upside and urge investors to weigh valuation vs. continued earnings growth — framing CAT as a high-momentum but higher-priced industrial. Is It Too Late To Consider Caterpillar After Its 60% 2025 Rally?
• Neutral Sentiment: Zacks highlights that CAT is a trending stock that investors should study carefully (valuation, margin dynamics, order backlog and macro exposure) before adding exposure — useful context but not new company-specific catalysts. Caterpillar Inc. (CAT) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Caterpillar saw a sharp pullback as the AI trade lost momentum, with headlines saying it endured its worst slide since April — a reminder that momentum swings and sector rotations (into AI names) can trigger near-term volatility for cyclical large-caps like CAT. Caterpillar runs into AI hype wall, endures worst slide since April

Caterpillar Price Performance

CAT stock opened at $583.12 on Tuesday. The business’s fifty day moving average price is $564.31 and its 200 day moving average price is $472.03. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $627.50. The company has a current ratio of 1.38, a quick ratio of 0.86 and a debt-to-equity ratio of 1.34. The company has a market capitalization of $272.89 billion, a PE ratio of 29.93, a P/E/G ratio of 2.71 and a beta of 1.57.

Caterpillar (NYSE:CAT) last released its earnings results on Wednesday, October 29th. The industrial products company reported $4.95 earnings per share for the quarter, beating the consensus estimate of $4.52 by $0.43. The company had revenue of $17.64 billion during the quarter, compared to the consensus estimate of $16.72 billion. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.Caterpillar’s revenue was up 9.5% compared to the same quarter last year. During the same period in the previous year, the company posted $5.17 EPS. On average, sell-side analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be paid a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s dividend payout ratio is presently 31.01%.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the company. Weiss Ratings reiterated a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 15th. Morgan Stanley upped their price target on Caterpillar from $380.00 to $395.00 and gave the company an “underweight” rating in a research note on Wednesday, December 10th. UBS Group raised their price objective on Caterpillar from $506.00 to $581.00 and gave the stock a “neutral” rating in a research report on Tuesday, November 4th. DA Davidson boosted their price objective on shares of Caterpillar from $408.00 to $569.00 and gave the company a “neutral” rating in a report on Monday, November 3rd. Finally, Argus increased their target price on shares of Caterpillar from $460.00 to $625.00 and gave the stock a “buy” rating in a research note on Wednesday, November 19th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $616.00.

Insider Activity at Caterpillar

In other news, CFO Andrew R. J. Bonfield sold 10,000 shares of the company’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $571.44, for a total transaction of $5,714,400.00. Following the sale, the chief financial officer owned 55,460 shares of the company’s stock, valued at approximately $31,692,062.40. This represents a 15.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director David Maclennan bought 300 shares of the firm’s stock in a transaction that occurred on Thursday, November 6th. The stock was bought at an average price of $568.86 per share, with a total value of $170,658.00. Following the completion of the acquisition, the director owned 7,947 shares of the company’s stock, valued at $4,520,730.42. This trade represents a 3.92% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold 61,895 shares of company stock worth $34,007,516 over the last 90 days. 0.33% of the stock is currently owned by corporate insiders.

About Caterpillar

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.