Alchemi Wealth LLC Makes New Investment in Caterpillar Inc. $CAT

Alchemi Wealth LLC acquired a new stake in Caterpillar Inc. (NYSE:CAT) during the 4th quarter, Holdings Channel reports. The fund acquired 1,302 shares of the industrial products company’s stock, valued at approximately $746,000.

A number of other large investors also recently modified their holdings of the company. Advisory Resource Group increased its stake in shares of Caterpillar by 0.8% in the fourth quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock valued at $935,000 after buying an additional 13 shares during the period. Invst LLC grew its position in Caterpillar by 1.9% in the 4th quarter. Invst LLC now owns 753 shares of the industrial products company’s stock valued at $431,000 after purchasing an additional 14 shares during the period. Plancorp LLC grew its position in Caterpillar by 0.5% in the 4th quarter. Plancorp LLC now owns 2,777 shares of the industrial products company’s stock valued at $1,591,000 after purchasing an additional 15 shares during the period. BlueStem Wealth Partners LLC boosted its holdings in Caterpillar by 1.3% during the 4th quarter. BlueStem Wealth Partners LLC now owns 1,192 shares of the industrial products company’s stock worth $683,000 after acquiring an additional 15 shares during the last quarter. Finally, KDT Advisors LLC boosted its holdings in Caterpillar by 2.3% during the 4th quarter. KDT Advisors LLC now owns 657 shares of the industrial products company’s stock worth $376,000 after acquiring an additional 15 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Price Performance

Shares of Caterpillar stock opened at $910.78 on Friday. The business has a 50 day moving average of $851.85 and a 200 day moving average of $726.64. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. The company has a market cap of $419.50 billion, a PE ratio of 45.34, a P/E/G ratio of 1.77 and a beta of 1.59. Caterpillar Inc. has a 52 week low of $355.70 and a 52 week high of $946.83.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The business had revenue of $17.42 billion during the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The firm’s quarterly revenue was up 22.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $4.25 earnings per share. As a group, equities research analysts forecast that Caterpillar Inc. will post 24.69 earnings per share for the current year.

Caterpillar Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be issued a dividend of $1.63 per share. The ex-dividend date is Monday, July 20th. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a dividend yield of 0.7%. Caterpillar’s dividend payout ratio is 30.06%.

Insider Activity

In other news, insider Jason Kaiser sold 5,642 shares of the firm’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $883.03, for a total transaction of $4,982,055.26. Following the completion of the transaction, the insider directly owned 9,594 shares in the company, valued at $8,471,789.82. This trade represents a 37.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Lange Bob De sold 24,222 shares of the firm’s stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total value of $22,354,968.24. Following the transaction, the insider owned 86,029 shares of the company’s stock, valued at $79,397,884.68. The trade was a 21.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 95,773 shares of company stock valued at $87,642,635. 0.33% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on CAT. Jefferies Financial Group boosted their price target on shares of Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Sanford C. Bernstein upped their price target on Caterpillar from $769.00 to $879.00 and gave the company a “market perform” rating in a research report on Friday, May 1st. Argus boosted their price objective on Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Bank of America boosted their price objective on Caterpillar from $930.00 to $989.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Finally, JPMorgan Chase & Co. upped their target price on Caterpillar from $860.00 to $1,125.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and an average target price of $933.27.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar raised its quarterly dividend by 8% to $1.63 per share, extending its dividend-growth streak to 32 consecutive years and signaling confidence in cash generation and future returns to shareholders.
• Positive Sentiment: Analysts at Erste Group lifted FY2026 and FY2027 earnings estimates for Caterpillar, reflecting expectations for stronger profitability ahead.
• Positive Sentiment: Caterpillar was highlighted on Zacks’ “best momentum stocks” list, which can reinforce bullish trader interest and momentum buying.
• Positive Sentiment: Recent bullish commentary pointed to strong Q1 results, including 22% revenue growth and a backlog of $62.7 billion, suggesting healthy demand across Caterpillar’s core markets.
• Neutral Sentiment: Caterpillar and Austal announced a global value agreement, but the available details do not clearly indicate a material near-term financial impact for CAT. Austal and Caterpillar in Global Value Agreement
• Negative Sentiment: Some market commentary warned that Caterpillar’s recent run-up leaves the stock vulnerable to a reversal on valuation concerns after a sharp move higher.
• Negative Sentiment: The stock also recently pulled back from its year-to-date high, with technical traders citing a possible double-top pattern, which may be limiting near-term upside.

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.