Krilogy Financial LLC Buys New Stake in Caterpillar Inc. $CAT

Krilogy Financial LLC purchased a new position in shares of Caterpillar Inc. (NYSE:CAT) during the third quarter, Holdings Channel.com reports. The fund purchased 3,544 shares of the industrial products company’s stock, valued at approximately $1,691,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. WealthShield Partners LLC grew its position in shares of Caterpillar by 1.6% during the 3rd quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company’s stock valued at $535,000 after acquiring an additional 18 shares during the period. one8zero8 LLC boosted its position in Caterpillar by 3.2% during the third quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock worth $295,000 after purchasing an additional 19 shares in the last quarter. Abacus Planning Group Inc. grew its holdings in Caterpillar by 0.6% in the third quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock valued at $1,534,000 after purchasing an additional 20 shares during the period. Cyr Financial Inc. increased its position in shares of Caterpillar by 2.5% in the third quarter. Cyr Financial Inc. now owns 811 shares of the industrial products company’s stock valued at $387,000 after buying an additional 20 shares in the last quarter. Finally, Coastwise Capital Group LLC raised its stake in shares of Caterpillar by 1.8% during the 3rd quarter. Coastwise Capital Group LLC now owns 1,168 shares of the industrial products company’s stock worth $557,000 after buying an additional 21 shares during the period. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Price Performance

Caterpillar stock opened at $774.01 on Thursday. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $775.54. The company’s 50 day moving average is $627.47 and its two-hundred day moving average is $536.53. 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 firm has a market cap of $362.22 billion, a PE ratio of 41.13, a price-to-earnings-growth ratio of 1.76 and a beta of 1.58.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. During the same quarter last year, the company earned $5.14 EPS. Caterpillar’s revenue for the quarter was up 17.9% compared to the same quarter last year. On average, research analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be issued a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s payout ratio is 32.09%.

Insider Activity

In other news, insider Denise C. Johnson sold 39,138 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the completion of the transaction, the insider directly owned 43,350 shares of the company’s stock, valued at approximately $29,524,818. This represents a 47.45% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Anthony D. Fassino sold 6,033 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $722.15, for a total value of $4,356,730.95. Following the completion of the transaction, the insider owned 41,151 shares in the company, valued at approximately $29,717,194.65. The trade was a 12.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 130,545 shares of company stock valued at $88,294,733 over the last quarter. Company insiders own 0.33% of the company’s stock.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bank of America raised its price target on Caterpillar to $825 and reiterated a buy rating, signaling stronger analyst confidence that supports further upside. Read More.
• Positive Sentiment: Argus increased its price target to $820 (from $625) and kept a buy rating — another independent upgrade that reinforces bullish sentiment and helped push CAT to fresh highs. Read More.
• Positive Sentiment: Analyst upgrade commentary has driven CAT to a new one-year high, reflecting momentum from multiple broker upgrades and earnings that beat expectations. Read More.
• Positive Sentiment: Multiple stories highlight Caterpillar as an unexpected AI beneficiary — AI-enabled equipment, telematics and productivity software are reframing its growth story and supporting higher valuation multiples. Read More. Read More.
• Positive Sentiment: Caterpillar reported strong top-line momentum (EquipmentWorld: 18% rise in Q4 revenue), which underpins the upgrades and the bullish analyst tone. Read More.
• Positive Sentiment: Industry coverage cites CAT as well positioned to benefit from large infrastructure markets (e.g., India), adding a structural demand backdrop to near-term catalysts. Read More.
• Neutral Sentiment: Institutional activity: Allegheny Financial Group modestly increased its stake, a small buy-side vote but not a large position shift. Read More.
• Neutral Sentiment: Investor relations activity: CFO Andrew Bonfield will appear at the Barclays Industrial Select Conference next week — an opportunity for management to reinforce the outlook but not an immediate earnings update. Read More.
• Negative Sentiment: Insider selling: Executives Lange Bob De S. and Anthony Fassino reported stock sales (collectively ~28,689 shares), which can temper sentiment even if not large relative to overall float. Read More. Read More.
• Negative Sentiment: Cost pressure: coverage notes higher tariff costs alongside revenue growth, which could compress margins if tariffs persist or escalate. Read More.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the company. Evercore boosted their price objective on Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a research note on Monday, November 17th. Barclays raised their price objective on Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a research report on Friday, January 30th. Rothschild & Co Redburn upped their target price on shares of Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research report on Wednesday, February 4th. HSBC boosted their price target on shares of Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Finally, Jefferies Financial Group increased their price objective on shares of Caterpillar from $700.00 to $750.00 and gave the stock a “buy” rating in a research report on Tuesday, January 27th. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $702.95.

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.