Caterpillar Inc. $CAT Shares Bought by EPG Wealth Management LLC

EPG Wealth Management LLC lifted its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 32.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 6,175 shares of the industrial products company’s stock after purchasing an additional 1,514 shares during the quarter. Caterpillar comprises about 0.8% of EPG Wealth Management LLC’s holdings, making the stock its 29th biggest holding. EPG Wealth Management LLC’s holdings in Caterpillar were worth $2,947,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in CAT. Norges Bank purchased a new stake in shares of Caterpillar in the 2nd quarter valued at approximately $2,165,899,000. Groupe la Francaise grew its stake in shares of Caterpillar by 82.0% during the second quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock worth $10,820,000 after purchasing an additional 12,278 shares in the last quarter. Trivium Point Advisory LLC increased its holdings in Caterpillar by 132.9% in the second quarter. Trivium Point Advisory LLC now owns 1,926 shares of the industrial products company’s stock valued at $748,000 after buying an additional 1,099 shares during the last quarter. Union Bancaire Privee UBP SA raised its stake in Caterpillar by 155.9% in the third quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock valued at $21,014,000 after buying an additional 28,773 shares in the last quarter. Finally, Palmer Knight Co purchased a new stake in Caterpillar during the 2nd quarter worth about $5,884,000. 70.98% of the stock is owned by hedge funds and other institutional investors.

Caterpillar Trading Up 0.5%

Shares of Caterpillar stock opened at $639.03 on Wednesday. The company has a debt-to-equity ratio of 1.34, a quick ratio of 0.86 and a current ratio of 1.38. The company has a market capitalization of $299.05 billion, a P/E ratio of 32.80, a PEG ratio of 2.45 and a beta of 1.57. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $655.78. The company’s fifty day moving average is $598.01 and its two-hundred day moving average is $515.39.

Caterpillar (NYSE:CAT) last announced its earnings results on Monday, November 3rd. The industrial products company reported $4.95 earnings per share for the quarter, topping the consensus estimate of $4.52 by $0.43. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The business had revenue of $17.64 billion during the quarter, compared to the consensus estimate of $16.72 billion. The business’s quarterly revenue was up 9.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $5.17 earnings per share. Analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Announces Dividend

The business also recently disclosed 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. This represents a $6.04 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is presently 31.01%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on CAT shares. Sanford C. Bernstein raised their target price on Caterpillar from $557.00 to $630.00 and gave the stock a “market perform” rating in a research report on Friday, December 19th. Robert W. Baird raised their price objective on shares of Caterpillar from $612.00 to $680.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Oppenheimer upped their target price on shares of Caterpillar from $645.00 to $700.00 and gave the company an “outperform” rating in a report on Tuesday, January 20th. Hsbc Global Res upgraded shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Thursday, November 6th. Finally, Wells Fargo & Company boosted their price target on shares of Caterpillar from $675.00 to $702.00 and gave the company an “overweight” rating in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $640.20.

Insider Buying and Selling

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 10,000 shares of the business’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total value of $5,750,600.00. Following the transaction, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at approximately $26,142,227.60. The trade was a 18.03% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CAO William E. Schaupp sold 1,200 shares of the company’s stock in a transaction on Wednesday, November 5th. The stock was sold at an average price of $572.22, for a total transaction of $686,664.00. Following the transaction, the chief accounting officer owned 1,323 shares of the company’s stock, valued at approximately $757,047.06. The trade was a 47.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 54,729 shares of company stock worth $31,084,308. 0.33% of the stock is currently owned by insiders.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst bullishness and backlog strength — Seeking Alpha initiates CAT with a Buy, highlighting strong Energy & Transportation demand, a big backlog increase and the potential for a double-digit sequential sales lift into Q4. These operational drivers are cited as the reason for CAT’s recent re-rate. Caterpillar Q4 Preview: Backlog, Margins, And The AI Power Trade
• Positive Sentiment: AI/digital upside — Coverage frames Caterpillar as an “overlooked” AI play based on its telematics, fleet optimization and software-driven services, which could support higher-margin recurring revenue over time. That narrative is helping sentiment ahead of results. Caterpillar stock is an ‘overlooked’ AI play. Here’s how.
• Positive Sentiment: Media endorsement — Jim Cramer noted that CAT no longer reliably falls on earnings, signaling growing investor confidence in management’s execution and in the company’s cyclical recovery, which can buoy the stock into the print. Jim Cramer on Caterpillar: “In the Old Days, CAT Usually Went Down on Earnings, That’s Over”
• Neutral Sentiment: Earnings preview coverage — Several outlets (MSN/Yahoo roundups) include CAT in the slate of major earnings this week and summarize what analysts will watch—revenue, margins, guidance and aftermarket demand—without taking a firm directional stance. Apple, Microsoft, Tesla, and Caterpillar set to report earnings this week
• Neutral Sentiment: “What to expect” guides — Preview pieces outline the key models to watch (segment revenue, backlog, pricing, cost pressures) and consensus estimates, setting expectations but not changing the fundamental debate. What to expect from Caterpillar’s (CAT) Q4 earnings
• Negative Sentiment: Analyst caution on profits — Zacks warns that CAT may report its sixth straight quarterly EPS decline due to weaker pricing and rising costs despite higher volumes, a development that could pressure near-term sentiment if management doesn’t show margin recovery or constructive guidance. Caterpillar is Set to Report Q4 Earnings: Buy, Sell or Hold the Stock?
• Neutral Sentiment: Consensus metric focus — A separate Zacks preview lists Wall Street estimates for key metrics (segments, backlog, margins) that investors will use to judge whether the company is stabilizing profits; misses could trigger a pullback, beats could reinforce the rally. Ahead of Caterpillar (CAT) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics

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.