Sax Wealth Advisors LLC Buys 831 Shares of Caterpillar Inc. $CAT

Sax Wealth Advisors LLC grew its position in Caterpillar Inc. (NYSE:CAT) by 30.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,520 shares of the industrial products company’s stock after purchasing an additional 831 shares during the period. Sax Wealth Advisors LLC’s holdings in Caterpillar were worth $2,017,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Norges Bank acquired a new position in Caterpillar in the second quarter valued at about $2,165,899,000. Wellington Management Group LLP increased its holdings in shares of Caterpillar by 3,949.8% during the third quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock worth $2,494,568,000 after buying an additional 5,098,964 shares in the last quarter. Massachusetts Financial Services Co. MA increased its holdings in shares of Caterpillar by 1,851.8% during the third quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock worth $873,382,000 after buying an additional 1,736,631 shares in the last quarter. Marshall Wace LLP raised its stake in shares of Caterpillar by 425.2% in the second quarter. Marshall Wace LLP now owns 761,800 shares of the industrial products company’s stock valued at $295,738,000 after acquiring an additional 616,739 shares during the last quarter. Finally, Bank of New York Mellon Corp boosted its holdings in shares of Caterpillar by 20.7% in the 3rd quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock worth $1,695,757,000 after acquiring an additional 609,023 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Stock Up 0.3%

Shares of NYSE CAT opened at $718.64 on Thursday. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $789.81. The firm’s 50-day moving average is $706.59 and its 200-day moving average is $600.52. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The firm has a market capitalization of $334.38 billion, a PE ratio of 38.18, a price-to-earnings-growth ratio of 1.69 and a beta of 1.54.

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

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on CAT shares. Argus increased their price target on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Morgan Stanley boosted their price objective on Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a research note on Tuesday, February 3rd. Jefferies Financial Group increased their target price on Caterpillar from $785.00 to $825.00 and gave the stock a “buy” rating in a report on Friday, March 6th. UBS Group reaffirmed a “neutral” rating and issued a $677.00 price target on shares of Caterpillar in a report on Monday, February 2nd. Finally, JPMorgan Chase & Co. upped their price target on shares of Caterpillar from $765.00 to $860.00 and gave the stock an “overweight” rating in a research report on Wednesday, March 4th. Sixteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Caterpillar presently has a consensus rating of “Moderate Buy” and a consensus price target of $730.50.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar wins meaningful power/AI demand — CAT has a global framework and multiple orders tied to power generation for data centers and AI campuses, extending its Power & Energy backlog and recurring-service revenue potential. Caterpillar Taps Energy And AI Power Deals As Valuation Questions Linger
• Positive Sentiment: Large AI compute opportunity — Coverage highlighting CAT supplying power for Nscale’s massive AI compute campus frames the company as a beneficiary of booming data-center buildouts, which supports upside to long-term equipment and aftermarket demand. Assessing Caterpillar’s Valuation As It Powers Nscale’s Massive AI Compute Campus
• Positive Sentiment: Product momentum — Caterpillar introduced a compact 1-ton 301 CR mini-excavator at CONEXPO, reinforcing its lineup for rental fleets and urban construction where small, efficient machines see steady demand. Cat Debuts its Smallest Mini Excavator Yet, the 1-Ton 301 CR
• Neutral Sentiment: Analysts mixed — Some analysts applaud the power/AI contract opportunities while others remain cautious on margins and valuation; consensus remains varied. Analysts Remain Mixed on Caterpillar (CAT) Amid Power-Generation Equipment Agreement with Atlas Energy
• Neutral Sentiment: Geopolitical and safety focus — Management says the company is prioritizing safety on Middle East projects while noting increased on-site power demand; this is supportive but adds geopolitical risk exposure. How Caterpillar is navigating Mideast uncertainties amid Iran war
• Neutral Sentiment: Note on ticker confusion — A press release about “CAT Strategic Metals” consolidating a mining project relates to a different small-cap ticker (CAT on CSE) and is unrelated to Caterpillar Inc.; ignore for CAT equity analysis. CAT Strategic Metals Consolidates 100% Ownership…
• Negative Sentiment: New legal headache — Caterpillar has challenged a Doosan Bobcat patent suit and alleges industrial espionage in filings; litigation risk can drive legal costs and execution distractions if escalated. Caterpillar Challenges Doosan Bobcat Patent Lawsuit, Alleges Industrial Espionage
• Negative Sentiment: Margin pressure — Analysts and Zacks flag a slip in operating margins in 2025 and rising tariff costs that could compress margins into 2026, a key fundamental risk for earnings. Caterpillar’s Operating Margins Slipped in 2025: Bounce Back Ahead?

Insider Activity at Caterpillar

In other news, insider Lange Bob De sold 22,656 shares of the stock in a transaction on Friday, February 6th. The stock was sold at an average price of $720.11, for a total value of $16,314,812.16. Following the transaction, the insider owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This represents a 22.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO William E. Schaupp sold 972 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total value of $742,802.40. Following the completion of the transaction, the chief accounting officer owned 824 shares in the company, valued at $629,700.80. This represents a 54.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 135,950 shares of company stock worth $94,327,990. 0.33% of the stock is owned by company insiders.

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.