Compound Planning Inc. Grows Position in Caterpillar Inc. $CAT

Compound Planning Inc. lifted its position in Caterpillar Inc. (NYSE:CAT) by 5.5% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 18,177 shares of the industrial products company’s stock after purchasing an additional 940 shares during the period. Compound Planning Inc.’s holdings in Caterpillar were worth $10,413,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Torren Management LLC purchased a new stake in Caterpillar during the 4th quarter valued at $27,000. Frazier Financial Advisors LLC increased its position in shares of Caterpillar by 220.0% in the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 33 shares during the period. IFS Advisors LLC bought a new position in shares of Caterpillar during the fourth quarter valued at about $31,000. Rialto Wealth Management LLC raised its stake in shares of Caterpillar by 47.4% during 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 purchased a new stake in shares of Caterpillar during the fourth quarter worth about $32,000. 70.98% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Caterpillar news, insider Jason Kaiser sold 5,642 shares of the stock in a transaction on Monday, May 4th. The stock was sold at an average price of $883.03, for a total value of $4,982,055.26. Following the completion of the transaction, the insider owned 9,594 shares in the company, valued at approximately $8,471,789.82. This represents a 37.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Anthony D. Fassino sold 16,283 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $916.80, for a total value of $14,928,254.40. Following the transaction, the insider directly owned 46,041 shares of the company’s stock, valued at $42,210,388.80. This represents a 26.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 95,773 shares of company stock worth $87,642,635 over the last quarter. Company insiders own 0.33% of the company’s stock.

Analyst Upgrades and Downgrades

CAT has been the topic of a number of research analyst reports. Bank of America boosted their price target on Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a report on Friday, May 1st. Jefferies Financial Group increased their price objective on Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Daiwa Securities Group lifted their price objective on Caterpillar from $790.00 to $900.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. Zacks Research raised Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Monday, June 8th. Finally, UBS Group restated a “neutral” rating and set a $900.00 target price on shares of Caterpillar in a report on Tuesday, June 2nd. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, Caterpillar currently has a consensus rating of “Moderate Buy” and an average price target of $935.09.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: JPMorgan raised its price target on Caterpillar to $1,165 from $1,125 and reiterated an overweight rating, reinforcing a bullish analyst outlook for the stock.
• Positive Sentiment: Analysts currently view Caterpillar as a “Moderate Buy,” suggesting Wall Street remains constructive on the company’s earnings and growth prospects.
• Positive Sentiment: Several writeups highlight Caterpillar as a blue-chip name benefiting from strong market momentum, with the stock featured among top industrial and Dow stocks to watch.
• Positive Sentiment: Investor interest is also being supported by Caterpillar’s recent dividend hike, which signals confidence in cash flow and capital returns.
• Positive Sentiment: Commentary around Caterpillar’s growing power generation business and its exposure to AI data-center infrastructure is improving the long-term growth story. Article: Caterpillar (CAT) Is Recasting Its Growth Story With A $63 Billion AI Backlog
• Neutral Sentiment: Some articles are simply repeating recent market strength and record-high Dow leadership, which supports sentiment but does not add new company-specific information.
• Negative Sentiment: One article references a legal/political dispute over the SEC’s Consolidated Audit Trail, but this appears to concern the CAT data system rather than Caterpillar Inc., so it is not a meaningful fundamental driver for the stock.

Caterpillar Price Performance

Shares of NYSE CAT opened at $987.79 on Friday. Caterpillar Inc. has a 1 year low of $357.73 and a 1 year high of $994.49. The stock has a market capitalization of $454.97 billion, a P/E ratio of 49.17, a P/E/G ratio of 1.89 and a beta of 1.59. The company’s 50-day moving average is $870.74 and its 200 day moving average is $738.63. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping the consensus estimate of $4.65 by $0.89. The business had revenue of $17.41 billion during the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. Caterpillar’s quarterly revenue was up 22.2% compared to the same quarter last year. During the same period last year, the business posted $4.25 earnings per share. On average, sell-side analysts expect that Caterpillar Inc. will post 24.62 earnings per share for the current year.

Caterpillar Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be paid a $1.63 dividend. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Monday, July 20th. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio (DPR) is 30.06%.

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.