Caterpillar Inc. $CAT Shares Acquired by Cwm LLC

Key Points

• Cwm LLC increased its stake in Caterpillar by 16.0% to 117,356 shares worth about $67.23 million, and institutions now own roughly 70.98% of the stock.
• Analyst sentiment is largely positive with 16 Buys, 7 Holds, 1 Sell and an average price target of $751.45; several firms recently raised targets (e.g., Truist to $786) while a few maintain cautious/underweight views.
• Caterpillar beat quarterly estimates (EPS $5.16 vs. $4.67 est.; revenue $19.13B, up 17.9% YoY), declared a quarterly dividend of $1.51 (annualized $6.04, yield 0.8%), and insiders sold about 125,950 shares (~$88.6M) last quarter.

Cwm LLC lifted its stake in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 16.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 117,356 shares of the industrial products company's stock after purchasing an additional 16,168 shares during the quarter. Cwm LLC's holdings in Caterpillar were worth $67,230,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Revolve Wealth Partners LLC raised its position in shares of Caterpillar by 2.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 681 shares of the industrial products company's stock worth $390,000 after purchasing an additional 16 shares during the period. KWB Wealth raised its position in shares of Caterpillar by 3.2% during the 4th quarter. KWB Wealth now owns 549 shares of the industrial products company's stock worth $315,000 after purchasing an additional 17 shares during the period. Montecito Bank & Trust raised its position in shares of Caterpillar by 0.5% during the 4th quarter. Montecito Bank & Trust now owns 3,362 shares of the industrial products company's stock worth $1,926,000 after purchasing an additional 17 shares during the period. Hilltop Partners LLC grew its holdings in Caterpillar by 3.0% in the 4th quarter. Hilltop Partners LLC now owns 591 shares of the industrial products company's stock worth $338,000 after buying an additional 17 shares in the last quarter. Finally, WealthShield Partners LLC grew its holdings in Caterpillar by 1.6% in the 3rd quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company's stock worth $535,000 after buying an additional 18 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

CAT has been the subject of a number of recent analyst reports. Truist Financial increased their price objective on Caterpillar from $729.00 to $786.00 and gave the stock a "buy" rating in a report on Monday, February 2nd. Raymond James Financial reissued a "market perform" rating on shares of Caterpillar in a report on Wednesday, January 7th. Sanford C. Bernstein increased their price objective on Caterpillar from $678.00 to $769.00 and gave the stock a "market perform" rating in a report on Thursday, April 9th. Morgan Stanley increased their price objective on Caterpillar from $425.00 to $430.00 and gave the stock an "underweight" rating in a report on Wednesday. Finally, Rothschild & Co Redburn increased their price objective on Caterpillar from $650.00 to $700.00 and gave the stock a "neutral" rating in a report on Wednesday, February 4th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, Caterpillar presently has an average rating of "Moderate Buy" and an average price target of $751.45.

Caterpillar Stock Performance

Shares of NYSE CAT opened at $769.87 on Thursday. The stock has a fifty day moving average price of $731.99 and a two-hundred day moving average price of $630.98. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. The firm has a market cap of $358.21 billion, a P/E ratio of 40.91, a PEG ratio of 1.86 and a beta of 1.52. Caterpillar Inc. has a 1 year low of $282.46 and a 1 year high of $798.54.

Caterpillar (NYSE:CAT - Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (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 analyst estimates of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm's quarterly revenue was up 17.9% on a year-over-year basis. During the same period last year, the company posted $5.14 EPS. Research analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be paid a dividend of $1.51 per share. This represents a $6.04 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Monday, April 20th. Caterpillar's dividend payout ratio (DPR) is presently 32.09%.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Citi, Jefferies and Oppenheimer raised price targets and reiterated buy/outperform views, supporting longer‑term upside expectations for CAT shares. Citigroup Increases Caterpillar Price Target Jefferies Raises Target to $900 Oppenheimer Raises Target to $832
• Positive Sentiment: Underlying fundamentals remain strong — recent quarterly results beat estimates, revenue and backlog growth are supportive, which analysts cite when lifting targets. Investors Heavily Search Caterpillar
• Neutral Sentiment: Caterpillar is pursuing technology acquisitions (AI/autonomy for off‑road vehicles) to accelerate electrification and autonomy — strategically positive but brings integration risk and unclear near‑term returns. Caterpillar buys little-known AI startup
• Neutral Sentiment: Caterpillar is going ex‑dividend soon, a near‑term catalyst for yield‑focused investors but not a major directional driver for valuation. Dividend Article
• Negative Sentiment: Caterpillar acquired Monarch Tractor assets after the startup collapsed amid dealer and technology problems — investors may view this as buying distressed tech with execution risk, which likely contributed to selling today. Monarch Tractor Acquisition
• Negative Sentiment: Some sell‑side and model‑based commentary warns much of 2025’s gains are priced in (limited upside vs. current levels), prompting profit‑taking and weighing on the stock. 24/7 Wall St. Valuation Note
• Negative Sentiment: Market‑wide moves and short‑term investor reaction to the tech‑acquisition headlines have triggered intraday selling pressure; that broad positioning change amplified the decline. CAT Stock Falls Amid Market Uptick

Insider Activity

In other Caterpillar news, insider Anthony D. Fassino sold 10,671 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the completion of the transaction, the insider directly owned 41,151 shares of the company's stock, valued at approximately $28,001,197.95. This trade represents a 20.59% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Lange Bob De sold 22,656 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $720.11, for a total value of $16,314,812.16. Following the transaction, the insider directly owned 79,953 shares of the company's stock, valued at approximately $57,574,954.83. The trade was a 22.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 125,950 shares of company stock worth $88,577,390 in the last quarter. 0.33% of the stock is currently owned by corporate 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.

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