Caterpillar Inc. $CAT Shares Purchased by U.S. Capital Wealth Advisors LLC

Key Points

• U.S. Capital Wealth Advisors LLC increased its stake in Caterpillar by 21.6% in Q4 to 15,414 shares, valued at about $8.83 million, and institutional investors now own roughly 71% of the company.
• Caterpillar beat expectations with Q4 EPS of $5.16 (vs. $4.67 est.) and revenue of $19.13 billion (up 17.9% YoY), and announced a quarterly dividend of $1.51 (annualized $6.04, yield 0.8%).
• Notably, insiders have sold heavily—125,950 shares worth about $88.6 million over the past three months—while analysts hold a consensus "Moderate Buy" with an average target near $741.68, even as valuation metrics (P/E ~42) appear elevated.

U.S. Capital Wealth Advisors LLC grew its position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 21.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 15,414 shares of the industrial products company's stock after purchasing an additional 2,734 shares during the quarter. U.S. Capital Wealth Advisors LLC's holdings in Caterpillar were worth $8,830,000 as of its most recent filing with the SEC.

Several other institutional investors also recently added to or reduced their stakes in CAT. Marquette Asset Management LLC raised its position in Caterpillar by 1,060.0% in the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company's stock valued at $28,000 after purchasing an additional 53 shares during the last quarter. IFS Advisors LLC acquired a new stake in shares of Caterpillar during the fourth quarter worth about $31,000. Joseph Group Capital Management purchased a new stake in Caterpillar during the 3rd quarter valued at approximately $32,000. Rialto Wealth Management LLC grew its stake in shares of Caterpillar by 47.4% in the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company's stock valued at $32,000 after purchasing an additional 18 shares during the last quarter. Finally, Noble Wealth Management PBC raised its stake in shares of Caterpillar by 140.0% during the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company's stock worth $34,000 after purchasing an additional 35 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company's stock.

Caterpillar Price Performance

Shares of Caterpillar stock opened at $790.60 on Friday. The stock has a market capitalization of $367.86 billion, a P/E ratio of 42.01, a PEG ratio of 1.86 and a beta of 1.52. 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 business's fifty day moving average price is $726.61 and its 200 day moving average price is $624.31. Caterpillar Inc. has a twelve month low of $282.46 and a twelve month high of $797.85.

Caterpillar (NYSE:CAT - Get Free Report) last released its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping analysts' consensus estimates of $4.67 by $0.49. The company had revenue of $19.13 billion for the quarter, compared to the consensus estimate 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 period last year, the business posted $5.14 EPS. As a group, research analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders 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 0.8%. The ex-dividend date of this dividend is Monday, April 20th. Caterpillar's dividend payout ratio (DPR) is currently 32.09%.

Insider Buying and Selling at Caterpillar

In related news, CEO Joseph E. Creed sold 2,500 shares of the company's stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the completion of the sale, the chief executive officer directly owned 35,083 shares of the company's stock, valued at approximately $25,222,221.19. This represents a 6.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Lange Bob De sold 22,656 shares of the stock in a transaction dated 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 completion of the sale, the insider owned 79,953 shares of the company's stock, valued at approximately $57,574,954.83. This trade represents a 22.08% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 125,950 shares of company stock worth $88,577,390. Corporate insiders own 0.33% of the company's stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar named veteran finance executive Kyle Epley as incoming CFO (effective May 1), an internal succession that reduces transition risk and preserves continuity in financial strategy. Caterpillar Names Veteran Executive Kyle Epley as CFO
• Positive Sentiment: Company messaging and coverage highlight record quarterly and full‑year results and a strong backlog — supporting revenue/earnings momentum that underpins the stock move. Caterpillar CFO Change Highlights Record Results And Valuation Questions
• Positive Sentiment: Earlier dividend action prompted a sharp intraday rally (reports showed a ~6.5% move after the announcement), underscoring management’s shareholder‑friendly posture. Caterpillar NYSE: CAT Trading Up 6.5% After Dividend Announcement
• Positive Sentiment: Analysts (Zacks and others) nudged up near‑term EPS forecasts and reiterated longer‑term upside cases, which supports estimates and reduces uncertainty around upcoming quarters. Why Caterpillar (CAT) is a Top Stock for the Long-Term
• Positive Sentiment: High‑profile bullish commentary (e.g., Jim Cramer) has amplified investor interest and momentum in the shares. Jim Cramer Believes “CAT Is One of the Most Viable Stocks”
• Neutral Sentiment: Sanford C. Bernstein raised its price target to $769 but kept a "market perform" rating — a mixed signal: higher PT but no upgrade to outperform. Bernstein adjusts price target on Caterpillar to $769
• Negative Sentiment: Valuation and cyclicality remain risks: coverage notes high valuation metrics (elevated P/E) and dependence on metals/mining and energy cycles — a sharp downturn in those end markets could hit demand and the share price. Caterpillar CFO Change Highlights Record Results And Valuation Questions

Wall Street Analysts Forecast Growth

CAT has been the topic of a number of research analyst reports. Wall Street Zen downgraded Caterpillar from a "buy" rating to a "hold" rating in a research report on Saturday, February 21st. Wolfe Research raised their price target on Caterpillar from $670.00 to $750.00 and gave the company an "outperform" rating in a research report on Tuesday, March 31st. Jefferies Financial Group boosted their price objective on shares of Caterpillar from $785.00 to $825.00 and gave the stock a "buy" rating in a research report on Friday, March 6th. Williams Trading set a $825.00 price objective on shares of Caterpillar in a research note on Tuesday, March 10th. Finally, UBS Group restated a "neutral" rating and set a $677.00 target price on shares of Caterpillar in a research report on Monday, February 2nd. Sixteen investment 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 MarketBeat.com, Caterpillar presently has an average rating of "Moderate Buy" and a consensus target price of $741.68.

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.

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