Cwm LLC Acquires 10,555 Shares of Caterpillar Inc. $CAT

Cwm LLC raised its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 11.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 101,188 shares of the industrial products company’s stock after purchasing an additional 10,555 shares during the period. Cwm LLC’s holdings in Caterpillar were worth $48,282,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the business. Pacific Point Advisors LLC bought a new position in Caterpillar in the 4th quarter worth $579,000. Brighton Jones LLC raised its stake in Caterpillar by 51.5% in the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after buying an additional 2,519 shares in the last quarter. Gamco Investors INC. ET AL lifted its holdings in Caterpillar by 15.5% in the first quarter. Gamco Investors INC. ET AL now owns 679 shares of the industrial products company’s stock worth $224,000 after buying an additional 91 shares during the period. Ieq Capital LLC boosted its position in Caterpillar by 24.1% during the 1st quarter. Ieq Capital LLC now owns 22,992 shares of the industrial products company’s stock valued at $7,582,000 after acquiring an additional 4,462 shares in the last quarter. Finally, CreativeOne Wealth LLC grew its holdings in shares of Caterpillar by 12.5% during the 1st quarter. CreativeOne Wealth LLC now owns 9,192 shares of the industrial products company’s stock worth $3,032,000 after acquiring an additional 1,022 shares during the period. 70.98% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Morgan Stanley raised their target price on Caterpillar from $380.00 to $395.00 and gave the company an “underweight” rating in a research note on Wednesday, December 10th. Barclays raised their price objective on Caterpillar from $485.00 to $555.00 and gave the company an “equal weight” rating in a research report on Thursday, October 30th. Robert W. Baird upped their target price on shares of Caterpillar from $612.00 to $680.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. Argus lifted their price target on shares of Caterpillar from $460.00 to $625.00 and gave the company a “buy” rating in a research report on Wednesday, November 19th. Finally, UBS Group upped their price objective on shares of Caterpillar from $506.00 to $581.00 and gave the stock a “neutral” rating in a report on Tuesday, November 4th. 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $616.00.

Insider Activity at Caterpillar

In related news, Director David Maclennan purchased 300 shares of Caterpillar stock in a transaction dated Thursday, November 6th. The stock was purchased at an average cost of $568.86 per share, for a total transaction of $170,658.00. Following the completion of the purchase, the director directly owned 7,947 shares of the company’s stock, valued at $4,520,730.42. The trade was a 3.92% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, insider Jason Kaiser sold 10,707 shares of the business’s stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the transaction, the insider directly owned 8,649 shares of the company’s stock, valued at $4,874,576.40. The trade was a 55.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 61,895 shares of company stock valued at $34,007,516 over the last three months. 0.33% of the stock is owned by insiders.

Caterpillar Stock Down 0.0%

Shares of Caterpillar stock opened at $582.25 on Friday. The company has a 50-day simple moving average of $567.17 and a two-hundred day simple moving average of $475.16. The stock has a market capitalization of $272.48 billion, a PE ratio of 29.89, a price-to-earnings-growth ratio of 2.74 and a beta of 1.57. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $627.50. The company has a debt-to-equity ratio of 1.34, a quick ratio of 0.86 and a current ratio of 1.38.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Monday, November 3rd. 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 net margin of 14.34% and a return on equity of 47.16%. The firm’s quarterly revenue was up 9.5% compared to the same quarter last year. During the same quarter last year, the firm earned $5.17 earnings per share. On average, analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Announces Dividend

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

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Consensus analyst view is modestly bullish — CAT has a “Moderate Buy” consensus from analysts, which can underpin investor confidence and support buying interest. Caterpillar Receives Consensus Rating of Moderate Buy
• Positive Sentiment: High-profile trader endorsement — Pete Najarian included CAT among his 2026 picks, highlighting it as part of a favored group in the current “most hated” rally; such media attention can boost flows and options activity. Pete Najarian’s 2026 Picks: C, GOOGL, CAT
• Positive Sentiment: Strong long-term track record noted — a Benzinga piece highlighting 10‑year returns reminds investors of Caterpillar’s compound performance, which supports buy-and-hold sentiment among long-term shareholders. $100 Invested In Caterpillar 10 Years Ago Would Be Worth This Much Today
• Negative Sentiment: Momentum may be outpacing fundamentals — an analysis flags that CAT’s 2025 rally is largely technical and that fundamental indicators and demand trends are lagging; this raises the risk of a pullback if upcoming earnings or order trends disappoint. Caterpillar Inc. Extends 2025 Rally As Technicals Peak And Fundamentals Lag

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.