Wealth Enhancement Advisory Services LLC Has $98.54 Million Stock Position in Caterpillar Inc. $CAT

Wealth Enhancement Advisory Services LLC lessened its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 1.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 157,290 shares of the industrial products company’s stock after selling 1,680 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Caterpillar were worth $98,540,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in CAT. Pacific Point Advisors LLC acquired a new stake in shares of Caterpillar during the fourth quarter worth about $579,000. Brighton Jones LLC grew its position in shares of Caterpillar by 51.5% in the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock valued at $2,688,000 after purchasing an additional 2,519 shares during the period. United Bank increased its stake in Caterpillar by 108.5% during the 2nd quarter. United Bank now owns 4,083 shares of the industrial products company’s stock worth $1,585,000 after purchasing an additional 2,125 shares in the last quarter. Schnieders Capital Management LLC. raised its holdings in Caterpillar by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock worth $3,551,000 after buying an additional 347 shares during the period. Finally, Prudential PLC lifted its stake in Caterpillar by 13.1% in the second quarter. Prudential PLC now owns 9,760 shares of the industrial products company’s stock valued at $3,789,000 after buying an additional 1,131 shares in the last quarter. 70.98% of the stock is owned by institutional investors and hedge funds.

Caterpillar Price Performance

Shares of CAT opened at $680.15 on Friday. 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 company’s fifty day simple moving average is $701.95 and its 200 day simple moving average is $594.39. Caterpillar Inc. has a 1-year low of $267.30 and a 1-year high of $789.81. The company has a market cap of $316.47 billion, a price-to-earnings ratio of 36.14, a PEG ratio of 1.61 and a beta of 1.54.

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

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks raised several forward EPS forecasts — FY2026 to $21.46 (from $21.36), FY2027 to $24.17 (from $24.04), FY2028 to $28.88 (from $28.62), Q1 2026 to $4.46 (from $4.38) and Q4 2027 to $7.12 (from $7.05) — signaling analysts see stronger earnings momentum ahead.
• Positive Sentiment: Zacks’s analyst note also concludes Caterpillar still has the edge vs. Komatsu on earnings momentum and returns, supporting a relative‑outperformance case. Read More.
• Neutral Sentiment: Human‑interest coverage highlighting skilled heavy‑machinery operators (industry color rather than company news) — provides positive context for equipment demand but is not company‑specific. Read More.
• Negative Sentiment: Macro/media scrutiny on valuation after a 105% one‑year surge — pieces asking “Is it too late?” can pressure the stock as investors reassess upside vs. stretched multiples. Read More.
• Negative Sentiment: Zacks trimmed its Q2 2027 EPS estimate slightly to $5.99 from $6.01 — a very small near‑term downgrade that may reinforce short‑term caution despite larger upward revisions elsewhere.

Insiders Place Their Bets

In related news, insider Lange Bob De sold 22,656 shares of Caterpillar stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the completion of the transaction, the insider owned 79,953 shares in the company, valued at approximately $57,574,954.83. This trade represents a 22.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Joseph E. Creed sold 2,500 shares of the business’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $718.93, for a total value of $1,797,325.00. Following the transaction, the chief executive officer directly owned 35,083 shares in the company, valued at approximately $25,222,221.19. This trade represents a 6.65% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 135,950 shares of company stock worth $94,327,990 in the last three months. Insiders own 0.33% of the company’s stock.

Analyst Upgrades and Downgrades

CAT has been the subject of several research reports. Weiss Ratings reissued a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. Rothschild & Co Redburn boosted their price objective 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. Truist Financial upped their target price on shares of Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a research note on Monday, February 2nd. CICC Research began coverage on Caterpillar in a research note on Friday, February 6th. They issued an “outperform” rating on the stock. Finally, Bank of America boosted their price target on Caterpillar from $735.00 to $825.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $730.50.

About Caterpillar

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.