&PARTNERS Has $56.95 Million Stake in Caterpillar Inc. $CAT

&PARTNERS lifted its position in shares of Caterpillar Inc. (NYSE:CAT) by 19.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 99,386 shares of the industrial products company’s stock after buying an additional 16,494 shares during the period. &PARTNERS’s holdings in Caterpillar were worth $56,952,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of CAT. Torren Management LLC bought a new stake in shares of Caterpillar in the fourth quarter worth $27,000. Frazier Financial Advisors LLC boosted its stake in shares of Caterpillar by 220.0% during the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after buying an additional 33 shares during the last quarter. IFS Advisors LLC bought a new position in shares of Caterpillar in the 4th quarter valued at about $31,000. Rialto Wealth Management LLC increased its position in shares of Caterpillar by 47.4% in the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after acquiring an additional 18 shares during the last quarter. Finally, Cornerstone Financial Management LLC bought a new stake in Caterpillar during the fourth quarter worth about $32,000. Institutional investors own 70.98% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on the company. Truist Financial set a $1,043.00 price target on Caterpillar in a research report on Friday, May 1st. Zacks Research upgraded shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Monday, June 8th. Robert W. Baird boosted their price objective on shares of Caterpillar from $940.00 to $1,165.00 and gave the stock an “outperform” rating in a research note on Friday, May 1st. Williams Trading set a $825.00 target price on shares of Caterpillar in a research note on Tuesday, March 10th. Finally, Evercore reissued an “outperform” rating and issued a $1,103.00 target price on shares of Caterpillar in a research report on Monday, May 11th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $933.27.

Caterpillar Trading Up 1.4%

Shares of Caterpillar stock opened at $946.71 on Wednesday. The firm’s 50 day moving average is $860.76 and its 200 day moving average is $733.04. The firm has a market capitalization of $436.05 billion, a PE ratio of 47.12, a price-to-earnings-growth ratio of 1.85 and a beta of 1.59. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64. Caterpillar Inc. has a 1 year low of $356.96 and a 1 year high of $961.33.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating the consensus estimate of $4.65 by $0.89. The company had revenue of $17.42 billion for 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%.Caterpillar’s revenue for the quarter was up 22.2% on a year-over-year basis. During the same quarter last year, the business posted $4.25 EPS. Equities research analysts forecast that Caterpillar Inc. will post 24.62 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be paid a $1.63 dividend. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, July 20th. Caterpillar’s payout ratio is presently 30.06%.

Insider Activity

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 15,674 shares of the stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following the completion of the sale, the chief financial officer owned 52,935 shares of the company’s stock, valued at approximately $48,631,913.85. This represents a 22.85% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Lange Bob De sold 24,222 shares of the business’s stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the completion of the transaction, the insider owned 86,029 shares in the company, valued at $79,397,884.68. This trade represents a 21.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 95,773 shares of company stock worth $87,642,635. 0.33% of the stock is owned by corporate insiders.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts say Caterpillar stands out versus Komatsu thanks to stronger earnings momentum, rising growth targets, and better profitability, despite tariff pressure. Caterpillar vs. Komatsu: Which Heavy Equipment Stock is the Better Buy?
• Positive Sentiment: Coverage points to Caterpillar as a major driver of the Dow’s gains, reflecting strong investor demand for the stock. Dow rallies 488 points on gains in shares of JPMorgan Chase, Caterpillar
• Positive Sentiment: Recent commentary says CAT has surged on solid quarterly results, strong backlog, AI-driven power generation demand, and aggressive buybacks, supporting the bullish case. 2 Reasons to Watch CAT and 1 to Stay Cautious
• Positive Sentiment: Caterpillar’s dividend increase was highlighted as sustainable, reinforcing confidence in cash flow and shareholder returns. 3 Dividend Increases Investors Can Actually Trust
• Neutral Sentiment: Several articles argued that CAT remains a world-class industrial company and a long-term growth story, but these are mainly valuation and strategy discussions rather than new catalysts. Caterpillar: A World-Class Industrial At A World-Class Price Tag
• Neutral Sentiment: Commentary on CAT’s huge year-to-date move and how much upside remains is more about investor debate than a direct fundamental update. Up 300% YTD, How High Can CAT Stock Rally This Year?

Caterpillar 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.