Childress Capital Advisors LLC Grows Holdings in Caterpillar Inc. $CAT

Childress Capital Advisors LLC boosted its position in Caterpillar Inc. (NYSE:CAT) by 45.7% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 2,829 shares of the industrial products company’s stock after purchasing an additional 888 shares during the period. Childress Capital Advisors LLC’s holdings in Caterpillar were worth $1,350,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of CAT. Kilter Group LLC bought a new stake in Caterpillar during the second quarter worth $27,000. Mid American Wealth Advisory Group Inc. purchased a new stake in shares of Caterpillar during the 2nd quarter valued at $28,000. Compass Financial Services Inc raised its stake in shares of Caterpillar by 49.2% during the 1st quarter. Compass Financial Services Inc now owns 94 shares of the industrial products company’s stock worth $31,000 after purchasing an additional 31 shares during the period. Family Legacy Financial Solutions LLC purchased a new position in shares of Caterpillar in the 2nd quarter worth about $32,000. Finally, RiverPark Advisors LLC bought a new position in Caterpillar during the second quarter valued at about $32,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Leadership continuity: CEO Joe Creed was elected Executive Chairman, succeeding D. James Umpleby III (retiring April 1) — a planned succession that reduces governance uncertainty and signals management stability. Caterpillar Chief Executive Officer Joe Creed Elected Chairman of the Board
• Positive Sentiment: Product/technology catalyst: Caterpillar unveiled its Cat AI Assistant at CES to streamline buying, maintenance and operations — a visible push into industrial AI/autonomy that supports aftermarket services and recurring-revenue opportunities. Caterpillar Introduces Cat AI Assistant
• Positive Sentiment: AI/data‑center demand: Coverage highlights Caterpillar’s pivot into power‑generation for AI data centers and growing Energy & Transportation backlogs — a meaningful revenue driver that underpins recent multiple expansion. Caterpillar’s AI Data Center Engine Bet Could Be A Game Changer For Caterpillar (CAT)
• Neutral Sentiment: Options flow: Unusual call buying was reported (call volume well above average), which can indicate bullish positioning or short-term speculation; useful as a sentiment read but not definitive for fundamentals.
• Neutral Sentiment: Analyst interest: Several firms have raised targets and reiterated buy/outperform views (MarketBeat roundups show elevated price targets), providing reference points for upside but also reflecting consensus expectations. Caterpillar Stock Could Top $650 by Year’s End
• Negative Sentiment: Valuation/near‑term caution: Some analysts and commentaries argue much of the AI/data‑center story is already priced in and recommend trimming or a Hold given consolidation risk after a large run. Caterpillar Roars On AI Power Demand, But Easy Money Has Been Made (Downgrade)
• Negative Sentiment: Insider selling: CFO Andrew Bonfield sold 10,000 shares (filed with the SEC), an action that may be read as profit‑taking amid the rally. Caterpillar (NYSE:CAT) CFO Andrew Bonfield Sells 10,000 Shares
• Negative Sentiment: Institutional trimming: Reports show at least one large manager modestly reduced its position, a common post‑rally rebalancing signal that can add selling pressure. Asset Management One Co. Ltd. Reduces Position in Caterpillar Inc. $CAT

Insider Buying and Selling

In other Caterpillar news, insider Lange Bob De sold 14,638 shares of the firm’s stock in a transaction 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 transaction, the insider directly owned 80,209 shares of the company’s stock, valued at $45,106,333.24. This trade represents a 15.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Jason Kaiser sold 10,707 shares of the company’s stock in a transaction on 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 completion of the transaction, the insider directly owned 8,649 shares in the company, valued at approximately $4,874,576.40. The trade was a 55.32% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 71,895 shares of company stock valued at $39,758,116 in the last three months. Insiders own 0.33% of the company’s stock.

Analyst Ratings Changes

Several analysts have commented on the stock. JPMorgan Chase & Co. lifted their price objective on shares of Caterpillar from $650.00 to $730.00 and gave the stock an “overweight” rating in a research report on Thursday, October 30th. Robert W. Baird lifted their price target on shares of Caterpillar from $612.00 to $680.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. DA Davidson increased their price objective on Caterpillar from $408.00 to $569.00 and gave the company a “neutral” rating in a report on Monday, November 3rd. Hsbc Global Res raised Caterpillar from a “hold” rating to a “strong-buy” rating in a research report on Thursday, November 6th. Finally, Argus upped their price target on Caterpillar from $460.00 to $625.00 and gave the company a “buy” rating in a research report on Wednesday, November 19th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $618.70.

Caterpillar Trading Up 1.2%

NYSE:CAT opened at $623.27 on Wednesday. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $627.50. The stock’s fifty day moving average price is $577.79 and its two-hundred day moving average price is $489.78. 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 company has a market cap of $291.68 billion, a P/E ratio of 32.00, a P/E/G ratio of 2.43 and a beta of 1.57.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Monday, November 3rd. The industrial products company reported $4.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.52 by $0.43. The company had revenue of $17.64 billion for the quarter, compared to analyst estimates of $16.72 billion. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The firm’s revenue for the quarter 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. As a group, analysts expect that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Dividend Announcement

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

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.