Braun Stacey Associates Inc. Has $11.74 Million Stock Position in Caterpillar Inc. $CAT

Braun Stacey Associates Inc. raised its stake in shares of Caterpillar Inc. (NYSE:CAT) by 15.1% in the 3rd quarter, Holdings Channel reports. The firm owned 24,611 shares of the industrial products company’s stock after purchasing an additional 3,223 shares during the quarter. Braun Stacey Associates Inc.’s holdings in Caterpillar were worth $11,743,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of CAT. Pacific Point Advisors LLC acquired a new position in shares of Caterpillar during the 4th quarter valued at $579,000. Brighton Jones LLC boosted its position 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 purchasing an additional 2,519 shares during the last quarter. Graham Capital Management L.P. purchased a new stake in shares of Caterpillar during the 1st quarter worth approximately $1,000,000. Adage Capital Partners GP L.L.C. raised its stake in Caterpillar by 87.1% in the 1st quarter. Adage Capital Partners GP L.L.C. now owns 134,754 shares of the industrial products company’s stock valued at $44,442,000 after acquiring an additional 62,727 shares during the period. Finally, Aprio Wealth Management LLC boosted its holdings in Caterpillar by 3.4% in the 1st quarter. Aprio Wealth Management LLC now owns 1,958 shares of the industrial products company’s stock worth $646,000 after buying an additional 65 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Price Performance

CAT opened at $573.03 on Friday. 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 stock’s 50 day simple moving average is $572.51 and its 200 day simple moving average is $482.71. The firm has a market cap of $268.17 billion, a price-to-earnings ratio of 29.42, a PEG ratio of 2.69 and a beta of 1.57. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $627.50.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data 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. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The firm had revenue of $17.64 billion during the quarter, compared to the consensus estimate of $16.72 billion. During the same quarter in the previous year, the company posted $5.17 earnings per share. The business’s revenue was up 9.5% on a year-over-year basis. As a group, analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be given a dividend of $1.51 per share. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $6.04 annualized dividend and a yield of 1.1%. Caterpillar’s dividend payout ratio is presently 31.01%.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the company. Robert W. Baird lifted their price target on Caterpillar from $612.00 to $680.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th. JPMorgan Chase & Co. upped their price objective on Caterpillar from $650.00 to $730.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Jefferies Financial Group raised their price objective on Caterpillar from $570.00 to $700.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Bank of America upped their target price on Caterpillar from $594.00 to $650.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. Finally, Wells Fargo & Company initiated coverage on shares of Caterpillar in a research report on Thursday, November 13th. They set an “overweight” rating and a $675.00 price target on the stock. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $616.00.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bernstein raised its Caterpillar price target, saying a 2026 recovery is coming into view — a direct analyst upgrade that can support the stock if demand forecasts hold. Bernstein Raises Caterpillar (CAT) Target
• Positive Sentiment: The Wall Street Journal reports AI-driven demand for data‑center power helped lift Caterpillar shares recently — reinforcing that the company’s power‑generation segment is a meaningful growth driver. AI Demand Generates Rise in Caterpillar Shares
• Positive Sentiment: Barron’s highlights explosive growth in Caterpillar’s energy business as hyperscalers and data centers buy more backup and prime power — a structural demand boost that can lift margins and aftermarket service revenue. Caterpillar Stock Is an Unlikely AI Play
• Neutral Sentiment: Sector reporting shows Industrials were one of 2025’s best sectors (Caterpillar returned ~61%), reflecting data‑center and aerospace strength — supportive context but not new company‑specific catalysts. The S&P 500’s Top-Performing Sectors
• Neutral Sentiment: A Yahoo feature and Motley Fool analysis argue AI is transforming Caterpillar into a data‑center play and note investors are already pricing in sizable future earnings improvements — that implies upside if delivery exceeds expectations but vulnerability if growth slows. AI Is Transforming This Once-Boring Blue-Chip Stock Evaluating Caterpillar Stock’s Actual Performance
• Negative Sentiment: MarketWatch notes industrials finished the year softer, and broad sector weakness or a pullback in capex could pressure Caterpillar despite company‑specific tailwinds. Industrials Down as Strong Year Finishes With a Whimper

Insiders Place Their Bets

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 10,000 shares of the business’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $571.44, for a total value of $5,714,400.00. Following the transaction, the chief financial officer owned 55,460 shares in the company, valued at approximately $31,692,062.40. The trade was 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, insider Jason Kaiser sold 10,707 shares of the stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the sale, the insider owned 8,649 shares of the company’s stock, valued at approximately $4,874,576.40. This represents a 55.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 61,895 shares of company stock worth $34,007,516. 0.33% of the stock is currently owned by 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.