Integris Wealth Management LLC Sells 894 Shares of Caterpillar Inc. $CAT

Integris Wealth Management LLC lessened its stake in Caterpillar Inc. (NYSE:CAT) by 3.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 24,344 shares of the industrial products company’s stock after selling 894 shares during the quarter. Caterpillar makes up 3.2% of Integris Wealth Management LLC’s holdings, making the stock its 11th biggest position. Integris Wealth Management LLC’s holdings in Caterpillar were worth $13,946,000 as of its most recent filing with the Securities and Exchange Commission.

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

More Caterpillar News

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

Insider Transactions at Caterpillar

In other news, insider Lange Bob De sold 22,656 shares of the company’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the completion of the sale, the insider directly owned 79,953 shares in the company, valued at approximately $57,574,954.83. This represents a 22.08% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Anthony D. Fassino sold 10,671 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $680.45, for a total value of $7,261,081.95. Following the sale, the insider directly owned 41,151 shares in the company, valued at approximately $28,001,197.95. This trade represents a 20.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 125,950 shares of company stock worth $88,577,390. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Stock Performance

Shares of NYSE:CAT opened at $717.23 on Monday. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $789.81. The company’s 50 day moving average price is $715.54 and its two-hundred day moving average price is $615.21. The firm has a market cap of $333.72 billion, a PE ratio of 38.11, a PEG ratio of 1.69 and a beta of 1.52. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44.

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

Wall Street Analysts Forecast Growth

CAT has been the subject of a number of recent analyst reports. CICC Research assumed coverage on Caterpillar in a research report on Friday, February 6th. They issued an “outperform” rating for the company. Barclays increased their price target on Caterpillar from $625.00 to $700.00 and gave the company an “equal weight” rating in a research note on Tuesday, March 31st. HSBC lifted their price objective on shares of Caterpillar from $660.00 to $850.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. Sanford C. Bernstein reiterated a “market perform” rating and issued a $678.00 price objective on shares of Caterpillar in a report on Friday, January 30th. Finally, UBS Group restated a “neutral” rating and set a $677.00 target price on shares of Caterpillar in a research note on Monday, February 2nd. Sixteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price 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.