Consilium Wealth Advisory LLC Purchases 604 Shares of Caterpillar Inc. $CAT

Consilium Wealth Advisory LLC lifted its position in shares of Caterpillar Inc. (NYSE:CAT) by 56.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,672 shares of the industrial products company’s stock after purchasing an additional 604 shares during the quarter. Consilium Wealth Advisory LLC’s holdings in Caterpillar were worth $1,185,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of CAT. Torren Management LLC bought a new position in Caterpillar in the fourth quarter worth $27,000. Frazier Financial Advisors LLC increased its holdings in Caterpillar by 220.0% in the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after buying an additional 33 shares during the period. IFS Advisors LLC acquired a new position in shares of Caterpillar in the 4th quarter valued at $31,000. Rialto Wealth Management LLC lifted its holdings in shares of Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 18 shares during the period. Finally, Cornerstone Financial Management LLC bought a new position in shares of Caterpillar during the 4th quarter worth about $32,000. 70.98% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

CAT has been the topic of a number of analyst reports. UBS Group reissued a “neutral” rating and issued a $900.00 target price on shares of Caterpillar in a research note on Tuesday, June 2nd. Rothschild & Co Redburn raised their price target on shares of Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Barclays lifted their price objective on Caterpillar from $700.00 to $800.00 and gave the company an “equal weight” rating in a report on Friday, May 1st. HSBC upped their price objective on Caterpillar from $850.00 to $1,100.00 in a research note on Tuesday, May 5th. Finally, Zacks Research raised Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Monday, June 8th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $939.86.

Insider Buying and Selling

In other news, insider Jason Kaiser sold 5,642 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $883.03, for a total transaction of $4,982,055.26. Following the transaction, the insider directly 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Lange Bob De sold 24,222 shares of the stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the sale, the insider directly owned 86,029 shares in the company, valued at $79,397,884.68. This trade represents a 21.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 95,773 shares of company stock valued at $87,642,635. Insiders own 0.33% of the company’s stock.

Caterpillar Price Performance

Shares of CAT stock opened at $992.95 on Thursday. Caterpillar Inc. has a 52 week low of $369.51 and a 52 week high of $1,023.29. The stock has a market capitalization of $457.34 billion, a PE ratio of 49.42, a PEG ratio of 1.94 and a beta of 1.59. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. The stock’s fifty day moving average is $887.68 and its 200-day moving average is $750.22.

Caterpillar (NYSE:CAT) last released its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. The business had revenue of $17.41 billion during the quarter, compared to analysts’ expectations of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The firm’s revenue for the quarter was up 22.2% compared to the same quarter last year. During the same period in the previous year, the business posted $4.25 earnings per share. Equities research analysts expect that Caterpillar Inc. will post 24.64 EPS for the current fiscal year.

Caterpillar Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be given a $1.63 dividend. This represents a $6.52 annualized dividend and a 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 is 30.06%.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar was highlighted as a beneficiary of the AI buildout after reports that it will supply engines and turbines for a major Chevron/Microsoft AI data center project, reinforcing demand for its power generation equipment. Caterpillar (CAT) Lands Key Role In Chevron Microsoft AI Data Center Build
• Positive Sentiment: Analysts remain constructive, with Wells Fargo reportedly raising its price recommendation, while other coverage pointed to Caterpillar as a blue-chip dividend name and a stock worth holding amid the industrial rally. Top 5 Blue Chip Stocks with Growing Dividends
• Positive Sentiment: Recent analysis emphasized Caterpillar’s record $63 billion backlog, up 79% year over year, which improves revenue visibility and supports expectations for continued sales growth. CAT’s Record Backlog: A Sign of Sustained Demand Strength?
• Neutral Sentiment: Several recent articles compared Caterpillar with other heavy machinery and industrial stocks, but these pieces were largely contextual rather than new catalysts. Unpacking Q1 Earnings: Caterpillar (NYSE:CAT) In The Context Of Other Heavy Machinery Stocks
• Neutral Sentiment: Coverage noting CAT’s strong one-year run and high valuation suggests investors are also weighing whether much of the good news is already priced in. Caterpillar (CAT) Stock Near $984 After Big Rally Is There Still Upside Potential
• Positive Sentiment: Reports that Caterpillar and partners are advancing battery-electric haul truck testing add to the long-term innovation story in mining and equipment electrification. BHP, Rio Tinto and Caterpillar advance battery-electric haul truck testing

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.