Windsor Capital Management LLC Has $851,000 Stake in Caterpillar Inc. (NYSE:CAT)

Windsor Capital Management LLC lessened its position in Caterpillar Inc. (NYSE:CAT) by 4.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,345 shares of the industrial products company’s stock after selling 109 shares during the quarter. Windsor Capital Management LLC’s holdings in Caterpillar were worth $851,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of the company. CWM LLC grew its stake in Caterpillar by 11.8% in the third quarter. CWM LLC now owns 77,811 shares of the industrial products company’s stock valued at $30,433,000 after purchasing an additional 8,212 shares in the last quarter. LifePro Asset Management bought a new position in shares of Caterpillar in the third quarter valued at $774,000. Watts Gwilliam & Co. LLC bought a new stake in Caterpillar during the third quarter worth $570,000. Hudson Capital Management LLC lifted its stake in Caterpillar by 4.6% in the third quarter. Hudson Capital Management LLC now owns 10,829 shares of the industrial products company’s stock valued at $4,235,000 after acquiring an additional 479 shares during the last quarter. Finally, Independence Bank of Kentucky increased its stake in shares of Caterpillar by 2.2% during the 3rd quarter. Independence Bank of Kentucky now owns 1,618 shares of the industrial products company’s stock worth $633,000 after purchasing an additional 35 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Insider Buying and Selling

In related news, Director Gerald Johnson bought 100 shares of the company’s stock in a transaction dated Wednesday, December 4th. The stock was purchased at an average price of $398.57 per share, with a total value of $39,857.00. Following the completion of the acquisition, the director now owns 2,953 shares of the company’s stock, valued at $1,176,977.21. The trade was a 3.51 % increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Anthony D. Fassino sold 6,279 shares of Caterpillar stock in a transaction that occurred on Friday, November 29th. The shares were sold at an average price of $408.59, for a total transaction of $2,565,536.61. Following the sale, the insider now directly owns 33,565 shares in the company, valued at $13,714,323.35. This trade represents a 15.76 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.29% of the stock is owned by corporate insiders.

Caterpillar Stock Down 0.4 %

CAT stock opened at $363.84 on Friday. The company has a market cap of $175.66 billion, a PE ratio of 16.49, a price-to-earnings-growth ratio of 1.95 and a beta of 1.12. The company has a quick ratio of 0.89, a current ratio of 1.42 and a debt-to-equity ratio of 1.40. Caterpillar Inc. has a 52 week low of $307.05 and a 52 week high of $418.50. The business has a 50-day simple moving average of $377.44 and a 200 day simple moving average of $371.18.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Thursday, January 30th. The industrial products company reported $5.14 earnings per share for the quarter, topping analysts’ consensus estimates of $4.97 by $0.17. Caterpillar had a net margin of 16.65% and a return on equity of 58.18%. Sell-side analysts anticipate that Caterpillar Inc. will post 21.45 EPS for the current fiscal year.

Caterpillar Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, February 20th. Stockholders of record on Tuesday, January 21st will be issued a dividend of $1.41 per share. The ex-dividend date of this dividend is Tuesday, January 21st. This represents a $5.64 dividend on an annualized basis and a dividend yield of 1.55%. Caterpillar’s dividend payout ratio (DPR) is currently 25.56%.

Analysts Set New Price Targets

CAT has been the subject of a number of research analyst reports. UBS Group upgraded Caterpillar from a “sell” rating to a “neutral” rating and lifted their price target for the stock from $355.00 to $385.00 in a report on Monday, February 3rd. Robert W. Baird increased their price target on Caterpillar from $299.00 to $300.00 and gave the company an “underperform” rating in a research note on Thursday, October 31st. Evercore ISI upgraded shares of Caterpillar from an “underperform” rating to an “in-line” rating and set a $365.00 price objective on the stock in a report on Monday, January 13th. StockNews.com downgraded shares of Caterpillar from a “buy” rating to a “hold” rating in a report on Friday, January 17th. Finally, Citigroup increased their price target on shares of Caterpillar from $420.00 to $430.00 and gave the company a “buy” rating in a report on Friday, January 31st. Two research analysts have rated the stock with a sell rating, nine have issued a hold rating and seven have issued a buy rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $383.13.

About Caterpillar

Caterpillar Inc manufactures and sells construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in worldwide. Its Construction Industries segment offers asphalt pavers, compactors, road reclaimers, forestry machines, cold planers, material handlers, track-type tractors, excavators, telehandlers, motor graders, and pipelayers; compact track, wheel, track-type, backhoe, and skid steer loaders; and related parts and tools.