Savvy Advisors Inc. Increases Holdings in Caterpillar Inc. $CAT

Savvy Advisors Inc. increased its position in Caterpillar Inc. (NYSE:CAT) by 49.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,975 shares of the industrial products company’s stock after purchasing an additional 2,961 shares during the quarter. Savvy Advisors Inc.’s holdings in Caterpillar were worth $5,142,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Pacific Point Advisors LLC purchased a new position in shares of Caterpillar during the fourth quarter valued at $579,000. Brighton Jones LLC grew its holdings in Caterpillar by 51.5% during the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after acquiring an additional 2,519 shares in the last quarter. United Bank increased its position in Caterpillar by 108.5% during the 2nd quarter. United Bank now owns 4,083 shares of the industrial products company’s stock valued at $1,585,000 after purchasing an additional 2,125 shares during the period. Schnieders Capital Management LLC. raised its holdings in shares of Caterpillar by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock valued at $3,551,000 after purchasing an additional 347 shares in the last quarter. Finally, SageView Advisory Group LLC lifted its position in shares of Caterpillar by 6.5% in the 2nd quarter. SageView Advisory Group LLC now owns 1,469 shares of the industrial products company’s stock worth $570,000 after purchasing an additional 90 shares during the period. 70.98% of the stock is owned by institutional investors.

Caterpillar Price Performance

NYSE CAT opened at $717.23 on Friday. The firm’s fifty day simple moving average is $715.54 and its two-hundred day simple moving average is $614.06. The firm has a market capitalization of $333.72 billion, a P/E ratio of 38.11, a P/E/G ratio of 1.69 and a beta of 1.52. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $789.81.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, beating the consensus estimate of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. During the same quarter in the prior year, the business posted $5.14 EPS. The business’s revenue for the quarter was up 17.9% compared to the same quarter last year. Analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple forward-quarter and full-year EPS forecasts for CAT (including FY2026–FY2028 and several quarterly uplifts), pushing multi-year earnings power higher and supporting a more bullish outlook from analysts. (Zacks research note)
• Positive Sentiment: Analyst price-target increases and an upgrade have driven buying interest—separate notes lifted CAT targets to $700 and $750 and an upgrade sent the stock up intraday. Caterpillar (NYSE:CAT) Price Target Raised to $700.00 Caterpillar (NYSE:CAT) Price Target Raised to $750.00 Caterpillar (NYSE:CAT) Trading Up 3.1% After Analyst Upgrade
• Positive Sentiment: Local manufacturing expansion: Caterpillar plans to add ~200 jobs at its Victoria, Texas facility — signals ongoing demand for equipment and incremental capacity investment. Caterpillar to add 200 jobs at Victoria facility even as manufacturing activity across Texas slows
• Neutral Sentiment: C-suite governance change: CEO Joe Creed has taken on the additional role of board chairman following Jim Umpleby’s retirement — typically neutral but worth watching for any strategic shifts. Caterpillar CEO Joe Creed takes over added role as board chairman
• Neutral Sentiment: Macro tailwind: Geopolitical-driven market flows (the “Iran war FOMO” trade) have boosted industrial names including Caterpillar as investors rotate into defense- and infrastructure-exposed stocks. The Iran War FOMO Trade Is Sending Stocks Surging
• Negative Sentiment: Regulatory/supply-chain risk: U.S. senators have launched a review of heavy-equipment imports from Mexico that could lead to tariffs or restrictions affecting cross-border parts and finished goods — a potential headwind for Caterpillar’s Mexico-linked manufacturing footprint. Caterpillar Faces Mexico Import Review As Supply Chain Risks Resurface

Insiders Place Their Bets

In other news, insider Rodney Michael Shurman sold 2,278 shares of the business’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the sale, the insider owned 1,443 shares in the company, valued at approximately $1,096,117.23. The trade was a 61.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Lange Bob De sold 22,656 shares of the company’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the transaction, the insider owned 79,953 shares in the company, valued at approximately $57,574,954.83. This trade represents a 22.08% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 125,950 shares of company stock valued at $88,577,390. 0.33% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities analysts recently issued reports on the stock. Barclays lifted their price objective on shares of Caterpillar from $625.00 to $700.00 and gave the company an “equal weight” rating in a report on Tuesday, March 31st. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $678.00 target price on shares of Caterpillar in a research report on Friday, January 30th. Daiwa Securities Group lifted their price target on Caterpillar from $640.00 to $790.00 in a report on Wednesday, February 25th. JPMorgan Chase & Co. upped their price objective on Caterpillar from $765.00 to $860.00 and gave the stock an “overweight” rating in a research note on Wednesday, March 4th. Finally, Robert W. Baird set a $805.00 target price on Caterpillar in a research note on Friday, January 30th. Sixteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Caterpillar currently has a consensus rating of “Moderate Buy” and an average price target of $737.55.

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.