Caterpillar Inc. $CAT Stock: Claro Advisors Inc. Increases Holdings

Claro Advisors Inc. increased its stake in shares of Caterpillar Inc. (NYSE:CAT) by 124.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,901 shares of the industrial products company’s stock after acquiring an additional 1,055 shares during the quarter. Claro Advisors Inc.’s holdings in Caterpillar were worth $1,542,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Decker Retirement Planning Inc. grew its position in Caterpillar by 440.0% in the 2nd quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock worth $29,000 after purchasing an additional 22 shares during the last quarter. PFS Partners LLC increased its holdings in shares of Caterpillar by 1,750.0% during the 3rd quarter. PFS Partners LLC now owns 37 shares of the industrial products company’s stock worth $30,000 after purchasing an additional 35 shares during the period. Matrix Trust Co increased its holdings in shares of Caterpillar by 93.8% during the 2nd quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock worth $33,000 after purchasing an additional 15 shares during the period. Cedar Mountain Advisors LLC raised its position in shares of Caterpillar by 82.1% during the first quarter. Cedar Mountain Advisors LLC now owns 51 shares of the industrial products company’s stock valued at $36,000 after buying an additional 23 shares during the last quarter. Finally, Axiom Investment Management LLC acquired a new position in shares of Caterpillar during the second quarter valued at about $36,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar reported strong third-quarter results, with earnings above consensus, year-over-year growth, and a record $78.1 billion backlog. Surging demand for power-generation equipment is supporting capacity expansion, though production and cost pressures may limit the benefit. Article: CAT Shares Fall Despite Q3 Earnings Beat
• Positive Sentiment: Director James Fish bought 1,000 shares for about $620,000, increasing his stake by nearly 27%. The purchase may signal confidence in the company. Article: Caterpillar director purchases shares
• Neutral Sentiment: Caterpillar completed its acquisition of the Fabick Cat dealership. The deal expands its dealer operations in several Midwestern states, but the near-term financial effect is unclear. Article: Caterpillar completes Fabick Cat acquisition
• Negative Sentiment: The broader AI-trade selloff is weighing on industrial stocks, with investors treating Caterpillar as a beneficiary of data-center power investment and questioning whether that spending will continue. Reports tied the market reaction to expectations of less AI spending after Democrats won Congress; they noted no new company-specific catalyst. Article: Caterpillar caught up in AI trade selloff
• Negative Sentiment: Morgan Stanley cut its price target by 26%, citing a shift toward testing Caterpillar’s cyclical fundamentals. Reports also point to weaker orders, dealer inventory reductions, production constraints, tariffs and manufacturing costs—all risks to margins and backlog conversion. Article: Morgan Stanley cuts Caterpillar price target

Caterpillar Trading Down 6.5%

Shares of Caterpillar stock opened at $552.88 on Friday. Caterpillar Inc. has a 52-week low of $537.08 and a 52-week high of $1,073.46. The firm has a market capitalization of $254.14 billion, a PE ratio of 21.69, a price-to-earnings-growth ratio of 1.02 and a beta of 1.65. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.42 and a quick ratio of 0.88. The company’s fifty day moving average price is $765.36 and its two-hundred day moving average price is $806.58.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, October 29th. The industrial products company reported $7.20 EPS for the quarter, topping analysts’ consensus estimates of $7.06 by $0.14. Caterpillar had a net margin of 15.21% and a return on equity of 59.87%. The company had revenue of $20.68 billion during the quarter, compared to the consensus estimate of $20.76 billion. During the same period last year, the firm earned $4.95 EPS. The firm’s revenue for the quarter was up 17.3% compared to the same quarter last year. On average, analysts expect that Caterpillar Inc. will post 27.62 EPS for the current year.

Caterpillar Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, November 19th. Investors of record on Monday, October 26th will be given a $1.63 dividend. This represents a $6.52 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Monday, October 26th. Caterpillar’s dividend payout ratio is 25.58%.

Insider Activity

In other Caterpillar news, CEO Joseph E. Creed sold 32,401 shares of the firm’s stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $808.98, for a total transaction of $26,211,760.98. Following the completion of the transaction, the chief executive officer owned 34,555 shares in the company, valued at $27,954,303.90. This trade represents a 48.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director C Jr acquired 1,000 shares of the firm’s stock in a transaction on Monday, November 2nd. The shares were bought at an average cost of $620.39 per share, for a total transaction of $620,390.00. Following the completion of the acquisition, the director directly owned 4,714 shares of the company’s stock, valued at approximately $2,924,518.46. This represents a 26.93% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.33% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently weighed in on CAT. Citigroup reduced their target price on shares of Caterpillar from $950.00 to $800.00 and set a “buy” rating for the company in a research note on Friday, October 30th. Robert W. Baird set a $970.00 price target on Caterpillar in a research note on Wednesday, August 5th. Truist Financial reaffirmed a “buy” rating and issued a $1,027.00 price target (down from $1,100.00) on shares of Caterpillar in a report on Friday, October 30th. Wells Fargo & Company reduced their price objective on Caterpillar from $1,155.00 to $840.00 and set an “overweight” rating for the company in a research report on Monday, October 26th. Finally, JPMorgan Chase & Co. decreased their price objective on Caterpillar from $1,100.00 to $1,000.00 and set an “overweight” rating on the stock in a report on Friday, October 30th. Fifteen research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat.com, Caterpillar has an average rating of “Moderate Buy” and a consensus target price of $898.25.

Caterpillar Company Profile

Caterpillar Inc is a manufacturer of construction, mining, and industrial equipment. Its product portfolio includes excavators, bulldozers, wheel loaders, motor graders, articulated trucks, and other machinery used in construction, infrastructure development, mining, quarrying, forestry, and related industries. The company also produces diesel and natural gas engines, industrial gas turbines, generator sets, and other power-generation and transportation equipment.

Caterpillar operates through businesses focused on construction industries, resource industries, and energy and transportation.