Caterpillar Inc. $CAT Stake Lifted by Earned Wealth Advisors LLC

Key Points

• Earned Wealth Advisors LLC raised its stake by 208.7%, now holding 2,173 Caterpillar shares valued at about $1.245 million, while overall institutional ownership stands around 70.98% and several other advisers added modest positions in Q4.
• Caterpillar beat Q4 expectations, reporting $5.16 EPS vs. $4.67 expected and $19.13B in revenue vs. $17.81B, and declared a quarterly dividend of $1.51 per share (annualized $6.04, ~0.8% yield).
• Market view is mixed: analysts have lifted price targets and the consensus rating is a "Moderate Buy" (avg target $751.45), but insiders sold about 125,950 shares (~$88.6M) recently and some warn of valuation and cyclicality risks.

Earned Wealth Advisors LLC raised its holdings in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 208.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,173 shares of the industrial products company's stock after buying an additional 1,469 shares during the period. Earned Wealth Advisors LLC's holdings in Caterpillar were worth $1,245,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. IFS Advisors LLC bought a new stake in Caterpillar during the fourth quarter worth approximately $31,000. Rialto Wealth Management LLC boosted its holdings in Caterpillar by 47.4% during the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company's stock worth $32,000 after buying an additional 18 shares in the last quarter. Marquette Asset Management LLC boosted its holdings in Caterpillar by 1,060.0% during the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company's stock worth $28,000 after buying an additional 53 shares in the last quarter. Noble Wealth Management PBC boosted its holdings in 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 buying an additional 35 shares in the last quarter. Finally, Key Capital Management INC bought a new stake in Caterpillar during the fourth quarter worth approximately $36,000. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Stock Up 0.0%

CAT stock opened at $794.75 on Monday. Caterpillar Inc. has a 12-month low of $282.46 and a 12-month high of $801.77. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The company has a market cap of $369.79 billion, a price-to-earnings ratio of 42.23, a PEG ratio of 1.86 and a beta of 1.52. The company has a 50 day moving average of $735.24 and a two-hundred day moving average of $636.39.

Caterpillar (NYSE:CAT - Get Free Report) last posted its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping analysts' consensus estimates of $4.67 by $0.49. The business had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. Caterpillar's revenue for the quarter was up 17.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $5.14 earnings per share. On average, equities analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

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 given a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Monday, April 20th. Caterpillar's dividend payout ratio is 32.09%.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst price-target lift — an outlet reported a new $832 price target for CAT, which likely helped push optimism among investors. Caterpillar NYSE: CAT Price Target Raised to $832.00
• Positive Sentiment: Bullish research/narrative upgrade — several analyst and media pieces argue CAT’s mix of digital initiatives, buybacks/dividends and a strong cycle could push the stock much higher over time. This lifts investor expectations for upside. Caterpillar Continues to Crush the Magnificent 7 — Here’s How It Gets to $1,000
• Positive Sentiment: Strategic tech acquisition — Caterpillar acquired Monarch (an electric/autonomous tractor startup), signaling a push into robotics/automation that investors view as a long-term growth/differentiation play. Caterpillar acquires self-driving 'Tesla of agriculture,' stock up 30% this year
• Positive Sentiment: Dividend and income appeal — CAT is showing up on lists of strong-performing dividend stocks, which can widen its investor base among income-focused and dividend-growth buyers. These Red Hot AI Infrastructure Stocks Keep Paying Dividends
• Neutral Sentiment: Earnings catalyst ahead — Caterpillar will report Q1 results on April 30; the release is a near-term event that could validate or reverse current sentiment. Caterpillar Inc. to Announce First-Quarter 2026 Financial Results on April 30
• Neutral Sentiment: Macro/ETF flow support — commentary on Dow ETF (DIA) and blue‑chip rotation suggests index/ETF flows are supporting demand for CAT as a large-cap industrial. A Diamond Quality Entry in DIA ETF, or Is It Time to Get Out? (CAT)
• Negative Sentiment: Acquisition execution risk — reporting shows Monarch struggled (dealer/farmer complaints, co‑founder disputes and shutdown) before the sale, raising integration and technology-risk questions for investors. Monarch Tractor’s collapse ends with an acquisition by Caterpillar
• Negative Sentiment: Valuation and cyclicality concerns — some analysts still flag CAT’s premium valuation and exposure to the construction/equipment cycle as risks that could cap gains if demand cools. Why The Caterpillar (CAT) Narrative Is Shifting As Price Targets Rise And Cycle Risks Stay In Focus

Insider Activity

In other news, insider Anthony D. Fassino sold 7,891 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $776.90, for a total value of $6,130,517.90. Following the transaction, the insider directly owned 46,643 shares of the company's stock, valued at $36,236,946.70. This represents a 14.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Rodney Michael Shurman sold 2,278 shares of the stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the completion of the transaction, the insider directly owned 1,443 shares in the company, valued at $1,096,117.23. The trade was a 61.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 125,950 shares of company stock valued at $88,577,390. 0.33% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on CAT shares. JPMorgan Chase & Co. raised their target price on shares of Caterpillar from $765.00 to $860.00 and gave the stock an "overweight" rating in a report on Wednesday, March 4th. UBS Group restated a "neutral" rating and set a $677.00 target price on shares of Caterpillar in a report on Monday, February 2nd. Jefferies Financial Group raised their price objective on shares of Caterpillar from $825.00 to $900.00 and gave the stock a "buy" rating in a research note on Wednesday, April 15th. Williams Trading set a $825.00 price objective on shares of Caterpillar in a research note on Tuesday, March 10th. Finally, Bank of America raised their price objective on shares of Caterpillar from $735.00 to $825.00 and gave the stock a "buy" rating in a research note on Tuesday, February 10th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Caterpillar has an average rating of "Moderate Buy" and a consensus price target of $751.45.

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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