Buck Wealth Strategies LLC Raises Stock Position in Caterpillar Inc. $CAT

Buck Wealth Strategies LLC grew its stake in Caterpillar Inc. (NYSE:CAT) by 72.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,354 shares of the industrial products company’s stock after purchasing an additional 990 shares during the quarter. Buck Wealth Strategies LLC’s holdings in Caterpillar were worth $1,123,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the stock. Money Concepts Capital Corp raised its stake in Caterpillar by 3.8% in the third quarter. Money Concepts Capital Corp now owns 11,442 shares of the industrial products company’s stock worth $5,459,000 after buying an additional 417 shares in the last quarter. Atlantic Union Bankshares Corp grew its holdings in shares of Caterpillar by 6.5% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 23,909 shares of the industrial products company’s stock worth $11,408,000 after acquiring an additional 1,455 shares during the period. Guerra Advisors Inc bought a new position in shares of Caterpillar in the 3rd quarter worth approximately $68,000. AGF Management Ltd. lifted its stake in shares of Caterpillar by 9.2% in the 3rd quarter. AGF Management Ltd. now owns 3,358 shares of the industrial products company’s stock valued at $1,602,000 after purchasing an additional 284 shares during the period. Finally, Woodmont Investment Counsel LLC boosted its position in shares of Caterpillar by 0.8% during the third quarter. Woodmont Investment Counsel LLC now owns 4,955 shares of the industrial products company’s stock valued at $2,364,000 after purchasing an additional 37 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Analysts Set New Price Targets

CAT has been the subject of a number of research reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Caterpillar in a report on Monday, December 29th. UBS Group reiterated a “neutral” rating and issued a $677.00 price target on shares of Caterpillar in a research note on Monday. William Blair set a $735.00 price objective on shares of Caterpillar in a research note on Friday. Oppenheimer raised their target price on shares of Caterpillar from $700.00 to $729.00 and gave the company an “outperform” rating in a research note on Friday. Finally, Argus boosted their price target on Caterpillar from $460.00 to $625.00 and gave the stock a “buy” rating in a research report on Wednesday, November 19th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $678.29.

Caterpillar Trading Up 5.1%

NYSE:CAT opened at $690.71 on Tuesday. The company’s 50 day moving average price is $606.93 and its 200-day moving average price is $522.53. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $691.38. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The stock has a market cap of $323.24 billion, a price-to-earnings ratio of 36.70, a PEG ratio of 2.53 and a beta of 1.58.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.67 by $0.49. The business had revenue of $19.13 billion for the quarter, compared to analysts’ expectations of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm’s quarterly revenue was up 17.9% on a year-over-year basis. During the same period in the prior year, the firm posted $5.14 EPS. On average, equities research analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be given a $1.51 dividend. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.9%. Caterpillar’s payout ratio is 32.09%.

Insider Buying and Selling at Caterpillar

In related news, insider Anthony D. Fassino sold 8,184 shares of the firm’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $570.18, for a total value of $4,666,353.12. Following the sale, the insider owned 41,512 shares in the company, valued at approximately $23,669,312.16. This trade represents a 16.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Jason Kaiser sold 10,707 shares of Caterpillar stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the completion of the sale, the insider directly owned 8,649 shares of the company’s stock, valued at approximately $4,874,576.40. This trade represents a 55.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 54,729 shares of company stock worth $31,084,308. 0.33% of the stock is owned by company insiders.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Earnings beat and commentary point to stronger demand from data centers, reinforcing revenue/earnings upside and durability of higher‑margin power systems sales. Caterpillar Inc. (CAT) Earnings Beat Backed Up by Data Center Power Demand
• Positive Sentiment: Deal to supply power solutions for Monarch AI campus highlights a new, durable revenue stream from hyperscale/AI data centers — a market with long equipment lifecycles and recurring service. Caterpillar Taps AI Data Center Power Demand With Monarch Campus Deal
• Positive Sentiment: Analyst bullishness: Truist raised its price target substantially and kept a buy rating, signaling institutional confidence in growth and margins. The Fly: Truist price target raise
• Positive Sentiment: Citigroup also raised its price target and maintains a buy rating, adding to momentum from multiple firms upgrading valuation expectations. Benzinga: Citigroup raises Caterpillar price target
• Positive Sentiment: Additional price‑target lift from other outlets (e.g., American Banking News) underscores broader analyst re‑rating following the quarter and data‑center commentary. Caterpillar (NYSE:CAT) Price Target Raised to $735.00
• Positive Sentiment: Product refresh: launch of the 308CR mini excavator supports ongoing share and rental market activity in compact equipment. Product news helps aftermarket/service revenue over time. Cat debuts new 308CR mini excavator
• Neutral Sentiment: Inclusion in industry coverage pieces (railroad equipment & leasing lists) is background positive for sector positioning but is unlikely to move the stock materially on its own. Top 5 Railroad Equipment & Railcar Leasing Stocks
• Negative Sentiment: DA Davidson raised its target but kept a neutral rating and its target implies downside versus the current price — a reminder that not all analysts are projecting further near‑term upside. DA Davidson price target note

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.