Quantum Financial Advisors LLC Has $1.69 Million Holdings in Caterpillar Inc. $CAT

Quantum Financial Advisors LLC raised its position in Caterpillar Inc. (NYSE:CAT) by 90.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,953 shares of the industrial products company’s stock after purchasing an additional 1,403 shares during the quarter. Quantum Financial Advisors LLC’s holdings in Caterpillar were worth $1,692,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of the company. IFS Advisors LLC acquired a new stake in Caterpillar in the 4th quarter valued at approximately $31,000. Rialto Wealth Management LLC grew its stake 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 in the last quarter. Marquette Asset Management LLC raised its holdings in shares of Caterpillar by 1,060.0% in the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after purchasing an additional 53 shares during the last quarter. Noble Wealth Management PBC lifted its position in shares of Caterpillar by 140.0% in the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 35 shares in the last quarter. Finally, Joseph Group Capital Management acquired a new position in Caterpillar during the third quarter worth $32,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks raised its earnings outlook for Caterpillar, forecasting higher EPS — a direct positive for investor expectations and support for the stock after Caterpillar’s January quarter beat. Zacks Research Forecasts Higher Earnings for Caterpillar
• Positive Sentiment: A Chicago Tribune editorial highlights Hyundai Translead’s large Joliet manufacturing investment and broader regional manufacturing momentum; such industrial investments can indirectly lift demand for heavy equipment, parts and services that benefit suppliers like CAT. Editorial: Gov. JB Pritzker gets a big win with Hyundai Translead’s splashy Joliet investment
• Neutral Sentiment: Human-interest coverage referencing “caterpillars” as food for songbirds — not related to Caterpillar Inc.’s business; minimal investor impact. ‘The great munching’: Caterpillars’ gluttony means food for baby songbirds
• Neutral Sentiment: Feature on interactive machines at an Illinois museum — raises local brand visibility but has little bearing on fundamentals. The Massive Interactive Machines At This Illinois Museum Will Blow You Away
• Negative Sentiment: A Seeking Alpha piece warns that while data‑center demand tailwinds for Caterpillar are real, current valuation appears to price in aggressive growth that may be unrealistic — a caution for multiple expansion and a potential cap on further upside if growth slows. Caterpillar: Data Center Tailwinds Are Real, But Valuation Assumes Unrealistic Growth

Analyst Ratings Changes

Several equities research analysts have issued reports on the stock. Argus lifted their price target on shares of Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Wall Street Zen lowered Caterpillar from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. HSBC raised their price target on Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Oppenheimer upped their price objective on Caterpillar from $729.00 to $817.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Finally, Barclays increased their price objective on Caterpillar from $610.00 to $625.00 and gave the company an “equal weight” rating in a report on Friday, January 30th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Caterpillar presently has a consensus rating of “Moderate Buy” and a consensus target price of $730.50.

Insider Buying and Selling

In other news, insider Anthony D. Fassino sold 10,671 shares of the firm’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the completion of the sale, the insider owned 41,151 shares in the company, valued at approximately $28,001,197.95. This trade represents a 20.59% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Denise C. Johnson sold 39,138 shares of Caterpillar 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 sale, the insider directly owned 43,350 shares of the company’s stock, valued at $29,524,818. The trade was a 47.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 135,950 shares of company stock valued at $94,327,990. 0.33% of the stock is currently owned by insiders.

Caterpillar Price Performance

Shares of NYSE CAT opened at $701.38 on Tuesday. 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 business’s 50 day moving average price is $703.39 and its two-hundred day moving average price is $597.63. The company has a market cap of $326.34 billion, a PE ratio of 37.27, a price-to-earnings-growth ratio of 1.61 and a beta of 1.53. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81.

Caterpillar (NYSE:CAT) last issued its earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate of $4.67 by $0.49. The company had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same period in the previous year, the company posted $5.14 EPS. On average, analysts predict that Caterpillar Inc. will post 19.86 EPS for the current year.

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.