Ethos Financial Group LLC Buys 1,110 Shares of Caterpillar Inc. $CAT

Ethos Financial Group LLC boosted its position in Caterpillar Inc. (NYSE:CAT) by 44.3% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 3,614 shares of the industrial products company’s stock after purchasing an additional 1,110 shares during the period. Ethos Financial Group LLC’s holdings in Caterpillar were worth $1,724,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. Clean Yield Group boosted its stake in Caterpillar by 27.5% in the 3rd quarter. Clean Yield Group now owns 278 shares of the industrial products company’s stock worth $133,000 after purchasing an additional 60 shares during the period. HB Wealth Management LLC lifted its stake in Caterpillar by 7.6% during the third quarter. HB Wealth Management LLC now owns 44,595 shares of the industrial products company’s stock worth $21,279,000 after purchasing an additional 3,154 shares during the last quarter. Howard Financial Services LTD. purchased a new stake in Caterpillar in the third quarter worth approximately $238,000. Burford Brothers Inc. grew its holdings in shares of Caterpillar by 1.3% during the 3rd quarter. Burford Brothers Inc. now owns 3,933 shares of the industrial products company’s stock valued at $1,877,000 after purchasing an additional 51 shares during the last quarter. Finally, Spire Wealth Management increased its holdings in shares of Caterpillar by 20.1% in the third quarter. Spire Wealth Management now owns 12,888 shares of the industrial products company’s stock worth $6,150,000 after buying an additional 2,158 shares during the period. Institutional investors own 70.98% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar announced a major expanded collaboration with NVIDIA to add AI, voice and robotics across machines, factories and supply chains — positioning CAT to sell higher‑margin software, services and autonomous solutions. Caterpillar Teams With NVIDIA to Revolutionize Heavy Industry with Physical AI and Robotics
• Positive Sentiment: Caterpillar unveiled the Cat AI assistant and previewed multiple autonomous construction machines at CES — a clear product roadmap toward autonomy that could increase equipment utilization, reduce operator costs and create recurring software/service revenue. Caterpillar Unveils the Next Era of Autonomy in Construction
• Positive Sentiment: Company committed $25M to workforce development tied to its AI push and highlighted early autonomous deployments beyond mining (quarry), supporting faster commercial adoption and dealer/service network expansion. Caterpillar Unveils AI-Powered Future and Invests in the Workforce Building It
• Neutral Sentiment: Broad media coverage (TechCrunch, Equipment World, eWeek, DatacenterDynamics) amplifies the AI/autonomy message — useful for brand positioning though timing of revenue impact is multi‑year. Caterpillar taps Nvidia to bring AI to its construction equipment
• Neutral Sentiment: Unusually large options volume was reported — signals elevated trader interest/volatility but not a directional fundamental change. Caterpillar Sees Unusually Large Options Volume (NYSE:CAT)
• Neutral Sentiment: Coverage noting Caterpillar among stocks attracting investor attention and mentions in dividend‑focused lists support income investors’ interest, but these are background items rather than catalysts. Caterpillar Inc. (CAT) is Attracting Investor Attention
• Negative Sentiment: An article flags political/legal risk around potential tariff rollbacks — removal of tariffs that have supported domestic demand could weigh on equipment demand if sustained. Trump Tariff Takedown Threat: 2 Stocks Facing Supreme Court Doom
• Negative Sentiment: Insider selling reported (Andrew Bonfield sold 10,000 shares) — small in isolation but worth noting as a potential short‑term negative signal to some investors. Andrew Bonfield Sells 10,000 Shares of Caterpillar (NYSE:CAT) Stock

Insider Activity at Caterpillar

In other news, insider Anthony D. Fassino sold 8,184 shares of the firm’s stock in a transaction on Monday, November 10th. The stock was sold at an average price of $570.18, for a total value of $4,666,353.12. Following the transaction, the insider directly owned 41,512 shares in the company, valued at $23,669,312.16. This trade represents a 16.47% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CAO William E. Schaupp sold 1,200 shares of the company’s stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $572.22, for a total value of $686,664.00. Following the sale, the chief accounting officer owned 1,323 shares of the company’s stock, valued at approximately $757,047.06. This trade represents a 47.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 54,729 shares of company stock valued at $31,084,308 over the last quarter. 0.33% of the stock is owned by company insiders.

Caterpillar Trading Up 2.1%

NYSE:CAT opened at $608.82 on Friday. The stock has a market cap of $284.91 billion, a price-to-earnings ratio of 31.25, a PEG ratio of 2.32 and a beta of 1.57. The company has a quick ratio of 0.86, a current ratio of 1.38 and a debt-to-equity ratio of 1.34. The company’s 50 day moving average price is $578.52 and its 200-day moving average price is $491.35. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $627.50.

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 the consensus estimate of $4.52 by $0.43. The business had revenue of $17.64 billion for the quarter, compared to analysts’ expectations of $16.72 billion. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The firm’s quarterly revenue was up 9.5% on a year-over-year basis. During the same period in the prior year, the firm posted $5.17 EPS. On average, equities research analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal 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 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 (DPR) is presently 31.01%.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on CAT shares. Raymond James Financial reiterated a “market perform” rating on shares of Caterpillar in a research report on Wednesday. Wolfe Research boosted their price objective on shares of Caterpillar from $470.00 to $670.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. Oppenheimer raised their target price on shares of Caterpillar from $513.00 to $645.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Wells Fargo & Company assumed coverage on Caterpillar in a research report on Thursday, November 13th. They issued an “overweight” rating and a $675.00 price target on the stock. Finally, Sanford C. Bernstein upped their price target on Caterpillar from $557.00 to $630.00 and gave the stock a “market perform” rating in a research note on Friday, December 19th. Three analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $618.70.

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.