Alliance Wealth Strategies LLC d b a Brown Edwards Wealth Strategies Takes Position in Caterpillar Inc. $CAT

Key Points

• Alliance Wealth Strategies LLC d/b/a Brown Edwards Wealth Strategies bought a new stake of 4,573 shares (~$2.62M) in Caterpillar in Q4, representing about 2.5% of its portfolio and the firm's 14th-largest holding.
• Caterpillar beat Q1 revenue and EPS expectations (EPS $5.54 vs. $4.65 est.), reported a record backlog, and drew multiple analyst upgrades as demand tied to AI/data-center power buildouts bolsters its multi-year growth outlook.
• The company declared a $1.51 quarterly dividend ($6.04 annual, ~0.7% yield), is ~70.98% institutionally owned, and has seen notable insider selling (insiders now own ~0.33% after recent dispositions).

Alliance Wealth Strategies LLC d b a Brown Edwards Wealth Strategies bought a new stake in shares of Caterpillar Inc. (NYSE:CAT - Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 4,573 shares of the industrial products company's stock, valued at approximately $2,620,000. Caterpillar makes up about 2.5% of Alliance Wealth Strategies LLC d b a Brown Edwards Wealth Strategies' portfolio, making the stock its 14th biggest position.

Several other hedge funds have also recently added to or reduced their stakes in CAT. Vanguard Group Inc. grew its holdings in shares of Caterpillar by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company's stock worth $26,572,681,000 after buying an additional 442,164 shares in the last quarter. Wellington Management Group LLP boosted its position in shares of Caterpillar by 3,949.8% in 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 acquiring an additional 5,098,964 shares during the last quarter. Bank of New York Mellon Corp boosted its position in shares of Caterpillar by 20.7% in the third 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 during the last quarter. Legal & General Group Plc boosted its position in shares of Caterpillar by 2.2% in the third quarter. Legal & General Group Plc now owns 2,802,068 shares of the industrial products company's stock worth $1,337,007,000 after acquiring an additional 58,993 shares during the last quarter. Finally, Amundi boosted its position in shares of Caterpillar by 24.3% in the third quarter. Amundi now owns 2,375,710 shares of the industrial products company's stock worth $1,176,870,000 after acquiring an additional 464,036 shares during the last quarter. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Caterpillar Trading Up 0.0%

CAT opened at $890.15 on Friday. The firm has a market capitalization of $414.18 billion, a P/E ratio of 44.31, a P/E/G ratio of 2.05 and a beta of 1.63. The firm's 50 day moving average is $746.86 and its 200-day moving average is $656.09. Caterpillar Inc. has a 52-week low of $318.11 and a 52-week high of $905.00. The company has a quick ratio of 0.94, a current ratio of 1.35 and a debt-to-equity ratio of 1.64.

Caterpillar (NYSE:CAT - Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.65 by $0.89. The business had revenue of $17.42 billion during the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The business's revenue was up 22.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.25 earnings per share. Analysts expect that Caterpillar Inc. will post 23.08 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Monday, April 20th will be paid a $1.51 dividend. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Monday, April 20th. Caterpillar's payout ratio is 32.09%.

Insiders Place Their Bets

In related news, insider Rodney Michael Shurman sold 2,278 shares of Caterpillar stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the completion of the sale, the insider owned 1,443 shares in the company, valued at approximately $1,096,117.23. The trade was a 61.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CAO William E. Schaupp sold 972 shares of Caterpillar stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total transaction of $742,802.40. Following the completion of the sale, the chief accounting officer owned 824 shares of the company's stock, valued at approximately $629,700.80. This trade represents a 54.12% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 125,950 shares of company stock valued at $88,577,390. 0.33% of the stock is owned by insiders.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar beat Q1 revenue and EPS expectations and reported a record backlog, driven by higher volume and pricing across construction and power systems — a core reason the stock rallied after earnings. Caterpillar expects AI-driven demand for power, construction to fuel growth — Reuters
• Positive Sentiment: Analysts sharply raised price targets and upgraded ratings (JPMorgan, Jefferies, Wells Fargo, Baird, Citigroup, Morgan Stanley among others), signaling renewed street confidence and creating upward momentum for the stock. Morgan Stanley Doubles Price Target to $915 — 247WallSt
• Positive Sentiment: Demand tied to AI/data-center buildouts is boosting Cat’s power and energy backlog; management is raising 2030 targets and plans to roughly triple power-generation capacity, which supports a multi-year growth runway beyond cyclical construction. Caterpillar to triple power generation capacity — Yahoo Finance
• Positive Sentiment: Market narrative has shifted: short interest and skeptical bears are receding as the AI-power story gains traction, amplifying upside as skeptics fold. Caterpillar’s biggest bear folds as AI power demand soars — Mining.com
• Positive Sentiment: Strategic partnerships (e.g., framework with ProPetro’s PROPWR) and large supply agreements for data-center and industrial power strengthen the revenue mix in higher-margin power systems. Caterpillar taps PROPWR and data centers — Yahoo Finance
• Neutral Sentiment: Technical momentum is strong (IBD composite rating surged toward the top of the universe) and the company announced a virtual annual shareholder meeting; these are market-interest and governance items rather than direct catalysts. IBD Composite Rating Surges — Yahoo/IBD
• Negative Sentiment: Management warned of significant tariff costs for 2026 — a $2.2B–$2.4B range — that will pressure margins and partially offset revenue strength; investors should watch margin trends and any changes to the tariff outlook. Caterpillar signals tariff cost range and 2026 sales growth — Seeking Alpha

Wall Street Analyst Weigh In

CAT has been the topic of several research analyst reports. Truist Financial set a $1,043.00 target price on shares of Caterpillar in a research report on Friday. Bank of America lifted their price target on shares of Caterpillar from $930.00 to $989.00 and gave the company a "buy" rating in a research report on Friday. Robert W. Baird lifted their price target on shares of Caterpillar from $940.00 to $1,165.00 and gave the company an "outperform" rating in a research report on Friday. Morgan Stanley set a $915.00 price target on shares of Caterpillar and gave the company an "equal weight" rating in a research report on Friday. Finally, Wolfe Research lifted their price target on shares of Caterpillar from $670.00 to $750.00 and gave the company an "outperform" rating in a research report on Tuesday, March 31st. Sixteen research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $862.32.

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.

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