Griffith & Werner Inc. Invests $358,000 in Caterpillar Inc. $CAT

Griffith & Werner Inc. bought a new stake in Caterpillar Inc. (NYSE:CAT) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 750 shares of the industrial products company’s stock, valued at approximately $358,000.

Other large investors have also recently bought and sold shares of the company. Kilter Group LLC bought a new stake in shares of Caterpillar during the 2nd quarter worth approximately $27,000. Marquette Asset Management LLC grew its stake 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 buying an additional 53 shares in the last quarter. RiverPark Advisors LLC acquired a new position in Caterpillar during the second quarter worth $32,000. Joseph Group Capital Management bought a new stake in Caterpillar during the third quarter worth $32,000. Finally, Vermillion & White Wealth Management Group LLC lifted its stake in Caterpillar by 107.0% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock valued at $35,000 after acquiring an additional 46 shares during the last quarter. 70.98% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

CAT has been the topic of a number of research analyst reports. HSBC upped their target price on shares of Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Bank of America upped their price objective on Caterpillar from $735.00 to $825.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Barclays lifted their target price on Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a research note on Friday, January 30th. Evercore increased their price target on Caterpillar from $476.00 to $630.00 and gave the company an “outperform” rating in a research note on Monday, November 17th. Finally, Royal Bank Of Canada raised their price target on Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a report on Friday, January 30th. Sixteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Caterpillar has a consensus rating of “Moderate Buy” and an average target price of $712.52.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar highlighted a broad set of product, services and technology launches at CONEXPO‑CON/AGG (AI, autonomy, connected fleet, Cat Rentals/Cat Compact) that reinforce service revenue and digital upsell opportunities. Caterpillar transforms the construction worksite at CONEXPO
• Positive Sentiment: Caterpillar announced partnerships to commercialize a natural‑gas + carbon capture system for the data‑center market, opening a potential new recurring‑revenue channel for power and emissions solutions. Caterpillar partners with OnePWR and Vero3
• Positive Sentiment: Product pipeline expansion: Caterpillar introduced new compact machines (compact‑radius excavator, TUL100 compact utility loader) addressing rental and small‑site demand — supporting parts, service and rental revenue growth. Caterpillar sees more demand for compact radius excavators Caterpillar debuts TUL100 compact utility loader
• Positive Sentiment: High‑profile endorsement: Jim Cramer singled out CAT as a reliable name in his week’s game plan and noted the company’s CONEXPO presence — a short‑term media tailwind for sentiment. Jim Cramer on Caterpillar: “A Total Straight Shooter”
• Neutral Sentiment: Caterpillar is expanding mining software amid a record backlog and a large rail services deal; this accelerates software/recurring revenue but also concentrates execution risk on integration and backlog fulfillment. Caterpillar expands mining software as record backlog and rail deal reshape risks
• Neutral Sentiment: Brand/product curiosity: media coverage of a Caterpillar pickup concept drove attention but the vehicle’s design and commercial prospects disappointed some observers — limited near‑term revenue impact but potential reputational noise. Caterpillar’s first pickup looks a lot like a Ford Super Duty The Caterpillar pickup truck is real, but not what people hoped
• Negative Sentiment: Market/sector weakness: CAT was cited among notable losers dragging the Dow lower today — a reflection of broad market risk‑off flows that can pressure even high‑quality cyclicals. Caterpillar, Sherwin‑Williams share losses contribute to Dow drop
• Negative Sentiment: Valuation/positioning concerns: commentary asking whether CAT has “rallied too far” highlights profit‑taking risk after strong multi‑year gains; that discussion likely amplifies selling pressure among momentum/trading investors. Has Caterpillar rallied too far after strong gains?

Insider Transactions at Caterpillar

In related news, insider Denise C. Johnson sold 39,138 shares of the stock in a transaction that occurred on 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 owned 43,350 shares of the company’s stock, valued at $29,524,818. This represents a 47.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 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 transaction, the chief accounting officer owned 824 shares in the company, valued at approximately $629,700.80. This trade represents a 54.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 133,450 shares of company stock worth $92,530,665. Company insiders own 0.33% of the company’s stock.

Caterpillar Stock Performance

CAT opened at $722.36 on Wednesday. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. The business has a fifty day simple moving average of $674.01 and a 200 day simple moving average of $570.26. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $789.81. The company has a market capitalization of $336.11 billion, a PE ratio of 38.38, a price-to-earnings-growth ratio of 1.78 and a beta of 1.54.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping the consensus estimate of $4.67 by $0.49. The firm 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 company’s quarterly revenue was up 17.9% compared to the same quarter last year. During the same quarter last year, the business earned $5.14 EPS. Research analysts expect that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th were paid a $1.51 dividend. The ex-dividend date was Tuesday, January 20th. This represents a $6.04 annualized dividend and a yield of 0.8%. Caterpillar’s payout ratio is 32.09%.

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.