Kingswood Wealth Advisors LLC Acquires 2,487 Shares of Caterpillar Inc. $CAT

Kingswood Wealth Advisors LLC lifted its holdings in Caterpillar Inc. (NYSE:CAT) by 12.6% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 22,202 shares of the industrial products company’s stock after purchasing an additional 2,487 shares during the period. Caterpillar comprises approximately 0.6% of Kingswood Wealth Advisors LLC’s portfolio, making the stock its 25th largest holding. Kingswood Wealth Advisors LLC’s holdings in Caterpillar were worth $10,594,000 as of its most recent filing with the SEC.

Other hedge funds also recently bought and sold shares of the company. Kilter Group LLC purchased a new stake in shares of Caterpillar during the second quarter valued at $27,000. Mid American Wealth Advisory Group Inc. bought a new stake in Caterpillar during the 2nd quarter valued at about $28,000. Compass Financial Services Inc boosted its position in Caterpillar by 49.2% in the 1st quarter. Compass Financial Services Inc now owns 94 shares of the industrial products company’s stock valued at $31,000 after buying an additional 31 shares during the period. Family Legacy Financial Solutions LLC bought a new position in Caterpillar in the 2nd quarter worth about $32,000. Finally, RiverPark Advisors LLC bought a new stake in shares of Caterpillar during the second quarter valued at approximately $32,000. Institutional investors own 70.98% of the company’s stock.

Caterpillar Stock Down 4.2%

NYSE:CAT opened at $596.64 on Thursday. The company’s 50-day simple moving average is $577.99 and its 200-day simple moving average is $490.53. The company has a debt-to-equity ratio of 1.34, a quick ratio of 0.86 and a current ratio of 1.38. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $627.50. The stock has a market capitalization of $279.22 billion, a P/E ratio of 30.63, a P/E/G ratio of 2.46 and a beta of 1.57.

Caterpillar (NYSE:CAT) last posted its earnings results on Monday, November 3rd. The industrial products company reported $4.95 EPS for the quarter, beating analysts’ consensus estimates of $4.52 by $0.43. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The company had revenue of $17.64 billion during the quarter, compared to analysts’ expectations of $16.72 billion. During the same quarter in the prior year, the company posted $5.17 earnings per share. Caterpillar’s revenue for the quarter was up 9.5% compared to the same quarter last year. On average, equities analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be paid a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 1.0%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s payout ratio is 31.01%.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Launched “Cat AI Assistant” at CES — an operator‑facing AI that integrates equipment data, diagnostics and workflow tools. The product positions Caterpillar to monetize software and services on top of its hardware fleet, supporting higher recurring revenue expectations. Caterpillar Introduces Cat AI Assistant
• Positive Sentiment: Expanded collaboration with NVIDIA to accelerate “physical AI” and robotics across machines, factories and supply chains — this can speed product development and create differentiation vs. peers, supporting a higher valuation multiple for growth in autonomy and software. Caterpillar Teams With NVIDIA to Revolutionize Heavy Industry with Physical AI and Robotics
• Positive Sentiment: Committed $25 million toward a global innovation prize and workforce development tied to its AI/autonomy push — a signal management expects a multi‑year shift in skill needs and is investing to capture the long‑term market. Caterpillar Launches AI Assistant, Commits $25M Toward Global Innovation Prize
• Positive Sentiment: Unusually large call‑option volume with heavy call buying (31,623 calls, ~62% above typical) suggests traders are betting on further upside or short covering, which can amplify intraday gains. Caterpillar Sees Unusually Large Options Volume (NYSE:CAT)
• Neutral Sentiment: CEO Joe Creed was elected chairman as longtime executive D. James Umpleby III will retire April 1; management continuity is intact but investors will monitor any governance impacts. Caterpillar Chief Executive Officer Joe Creed Elected Chairman of the Board
• Neutral Sentiment: Caterpillar presented prepared CES remarks and demos (transcript/coverage available) — useful for modeling product roadmap and timelines but not an immediate revenue guide. Caterpillar Inc. (CAT) Presents at CES Las Vegas Prepared Remarks Transcript
• Negative Sentiment: Insider sale: director Andrew Bonfield sold 10,000 shares — a small transaction relative to the float but sometimes perceived negatively by investors who watch insider activity. Andrew Bonfield Sells 10,000 Shares of Caterpillar (NYSE:CAT) Stock

Analysts Set New Price Targets

CAT has been the topic of several research analyst reports. Oppenheimer increased their price objective on Caterpillar from $513.00 to $645.00 and gave the stock an “outperform” rating in a research note on Thursday, October 30th. Erste Group Bank raised Caterpillar from a “hold” rating to a “buy” rating in a research report on Friday, October 3rd. UBS Group lifted their price objective on Caterpillar from $506.00 to $581.00 and gave the company a “neutral” rating in a report on Tuesday, November 4th. Raymond James Financial reissued a “market perform” rating on shares of Caterpillar in a research report on Wednesday. Finally, Evercore ISI upped their price target on shares of Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a research report on Monday, November 17th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $618.70.

Insider Buying and Selling

In related news, insider Jason Kaiser sold 10,707 shares of Caterpillar stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $563.60, for a total value of $6,034,465.20. Following the completion of the sale, the insider directly owned 8,649 shares in the company, valued at $4,874,576.40. This trade represents a 55.32% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Anthony D. Fassino sold 8,184 shares of the firm’s stock in a transaction on Monday, November 10th. The stock was sold at an average price of $570.18, for a total transaction of $4,666,353.12. Following the completion of the transaction, the insider directly owned 41,512 shares of the company’s stock, valued at approximately $23,669,312.16. This represents a 16.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 71,895 shares of company stock valued at $39,758,116 in the last 90 days. 0.33% of the stock is owned by insiders.

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.